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TRANSCRIPT
Corporate Presentation
PRP Professional Edge Associates Private Limited
Overview
> Since 2013, Headquartered in Gurgaon, Haryana
> Core Competence – Innovative Fixed Income Solutions
> Expertise in managing both sides of balance sheet
> One stop shop for all financial needs
Mobilization since Inception (in%)
> ~ 23,500 Crs of total Mobilization across products
> Operational in 3 locations
65%
30%
5%Investment Banking
Fixed Income & Bond
Wealth Management
Mobilization (In Crores)
Since
Inception
Last
Year
Investment Banking 12,626 7,005
Fixed Income & Bond 5,820 1,300
Wealth Management 1,000 -
Mission
Innovation, empowerment, growth, creative destruction and
reinvestment to maximize long term value for our clients and stakeholders!
Vision
We want to be the first choice provider enabling significant and
creative financial solutions !
“Whatever you can do, or dream you can, begin it. Boldness has genius,
magic and power in it !” -- Goethe
Vision and Mission
Inception
2013 2014 2015 2016
➢Visionary Mr. Puneet Pandey founded PRP Professional Edge Associates in June 2013
➢Started as a Boutique Investment Banking outfit assisting Large Corporate in Debt Placement
➢Mobilized more than INR 1,150 crs in Fixed Income Products
➢NCD Issue of Religare Enterprises Ltd. of Rs. 675 crs
Marquee Deals
Committed to Innovation and Growth
Our Journey
Stabilization
2013 2014 2015 2016
➢LAS, LAP, Term Loans, Project Loans, Structured Financing became part of Product Basket
➢Setting up own office space in Gurgaon, Haryana
➢Mobilized more than INR 2,200 crs across the product lines
➢LAS of Jubilant Enpro Pvt Ltd of Rs. 75 crs
➢Rs. 200 crs Loan of RHC Holding Pvt Ltd.
➢Rs. 400 crs Term Loan and Working Capital limit for Religare Finvest Ltd.
Marquee Deals
Committed to Innovation and Growth
Our Journey
Growth
2013 2014 2015 2016
➢Distribution Services & Investment Advisory Setup, assisting corporate treasuries in investment requirements
➢Set-up Proprietary Trading Book by securing first bond trading limit
➢Mobilized more than INR 4,850 crs across the Debt products and more than INR 1,900 crs under Investment Advisory division
➢Rs. 73 crs LAP of RHC Holding
➢Rs. 400 crs NCD issue of RHC Holding
➢Commercial Paper Volume of INR 3,500 crs
Marquee Deals
Committed to Innovation and Growth
Our Journey
Branching Out
2013 2014 2015 2016
➢Started Mumbai (BKC) & Delhi (CP) branch operations
➢Enhanced Proprietary Trading Book
➢Wealth Division and PF Desk operational
➢With team size of Ten, mobilized more than INR 3,500 crs across the Debt products and more than INR 2,700 crs under Investment Advisory
➢Rs 150 crs LAP for Torus Buildcon.
➢Rs. 25 crs Mobilization in Indiabulls High Yield Fund
➢Rs. 400 crs UDAY Bond Trade in Secondary Market
➢Placed Commercial Paper worth 2000 crs
Marquee Deals
➢PMS, AIF and other Structured Products added to the product basket
Committed to Innovation and Growth
Our Journey
Committed to Innovation and Growth
Our Executive Board
Rashmi Pandey - Managing Partner & Director
• Post Graduate
• Experience of more than 15 years in executing entire gamut of tasks in recruitment along with Human Resource Management.
Deepak Kumar – Senior Vice President
• Post Graduate, LLB
• Experience of more than 20 years in advising various investors willing to participate debt or bonds
Puneet Pandey - Managing Partner & CEO
• MCom, MBA Finance
• A Veteran, Visionary and Pioneer of financial services Industry with more than 25 years of experience in Debt
Capital Markets and Corporate Relationships. He has worked as a part of Senior Management Team in
organizations like – Religare Finvest Ltd., JM Financial Services Private Ltd, JM Morgan Stanley Fixed
Income Securities Ltd, Mata Securities & Ashok Leyland Finance Ltd.
Sandip Kumar – Senior Vice President
• BCA, PGDPF
• More than 10 years of experience in the financial services industry, focused on Loan Structuring and Debt Syndication
Anuj Mittal – Financial Controller
• Chartered Accountant
• Logical approach and strong knowledge of tax and other legal formalities, blended with 12 years of experience
Committed to Innovation and Growth
Our Executive Board
Saurabh Tripathi – Vice President
Post Graduate
Having worked with Bank of India Treasury, he is experienced in taking proprietary positions, liquidity management and new business initiatives
Prakhar Pandey – Executive Director
Masters in Global Business (MBA)
• With diverse experience in different multinationals-Prudential, DBS, Religare Macquarie for Financial Advisory, Wealth Management & Institutional Banking
Sanjeev Gupta – Vice President
• Post Graduate
• More than 16 years of experience with deep understanding of Distribution and Marketing of financial products across the client categories
Preeti Joshi Chugh – Vice President
• Masters of Business Economics
• More than 13 years of experience in working with bank, wealth houses and asset management company as Wealth Advisor
ClientSegment
Corporate & Institutions
Wealth Management Business
Our team provides treasury management services to corporate andinstitutional treasuries for the deployment of its surplus funds inMutual Funds, Bond Markets, Portfolio Management products, andAlternate Investment Products in line with the prudential guidelines.Also, we assist NBFC’s and Corporate in their routine borrowingactivities via Commercial Papers, Bonds etc.
A tailor made investment solution is designed for each client with
the objective of creating and preserving long term wealth through
mutual fund and specialized products like Portfolio Management
Services (PMS) & Alternate Investment Products.
Comprehensive suite of Financial Products & Solutions
Our Business
Four Strong Divisions
Debt Capital Market
✓ Fixed Income
✓Commercial Paper
✓Non Convertible / Convertible Debentures
✓Structured Debt
✓Term Loan / Project Loans / LAP / LAS etc.
Investment Banking
✓ Private Equity Advisory
✓Mergers & Acquisition Advisory
✓Equity Capital Markets
✓Stake Sale – Listed and Unlisted Securities
✓Seed Funding / Boot Strap Funding
Fixed Income & PF Desk
✓ SDLS
✓Bonds
✓Infrastructure Bonds
✓Commercial Papers
✓Mutual Funds
✓Alternate Investment Products
✓Secondary Market Bonds Trading
Comprehensive suite of Financial Products & Solutions
Our Services
Wealth Management
✓ Equity/Commodity Linked Debentures
✓Commercial/Residential Property Investment
✓Real Estate Funds
✓Venture Capital Fund Offerings
✓Capital Protection Funds
✓Other Structured/Tailor made products
Robust Process Designing and Complying
Our Processes
Investment Banking & Debt Capital Market
Discovery meeting:Initial meeting to understand business model, current financial position, need of the hour and purpose
Analyzing requirement, financial position, evaluating structure options and identifying prospective investor / lenders
Recommendation Meeting:Recommended structure and prospective investor / lenders and negative lists are discussed. Mandate letter is signed for execution
Begin execution on discussed strategy and prospective lenders
Execute and settle the trade with finalized lender
Timely follow-up meeting
Regular review meetings:Monitoring the financial position, interest rate scenario and expected market moves and advising the clients accordingly
Client meetings Plan design, implementation and review
Robust Process Designing and Complying
Our Processes
Empanelment with registered Provident
Fund Trusts
Identifying Investment
Requirements of Provident Fund
Trusts
Advising the trusts based on the prudent investment policy and historical allocations.
Also providing Secondary Market
Trades
Maintaining Investment portfolios
and reviewing on regular intervals
PF Desk
Robust Process Designing and Complying
Our Processes
DISCOVERY MEETING
Discuss Values, Goals and Current Investments Status
INVESTMENT PLAN MEETING
Present a comprehensive
analysis of current investments, risks
associated, expected
movements pertaining to
current market scenario
COMMITMENT MEETING
Both parties understand their
responsibilities and see values in
establishing a relationship
FOLLOW UP MEETING
Present detailed recommended
investment plan, asset allocation, and respective
products,Assist in execution
REVIEW MEETINGS
Provide performance
measurement and track progress
towards goal on a regular basis. Re-
balance portfolio if required
INVESTMENT PLAN & POLICY STATEMENTDiagnosis of current situation, our
recommendation on holdings and GAP analysis
EXECUTION & ADVANCED PLANNINGOur team continues the diagnoses the portfolio
health and keep our clients updated
Wealth Management
Position Imposes Responsibility
Our Positioning
Amongst top 15 in Commercial Papers Placement Amongst top 10 in Bonds / NCD Placement
When it comes to Relationships
Our Relationships
Corporate Banks & AMCs Institutions
Many More*
Endeavour to Beat our Own Benchmarks
Our Benchmark Deals
Corporate – Jubilant GroupProduct – LASMobilized ~ 75Cr
Corporate – RHC HoldingProduct – CP,NCD,LAPMobilized ~ 400Cr, 400Cr, 225Cr
Corporate – AegonReligareProduct – NCDMobilized ~ 675Cr
Corporate – Hero GroupProduct – CP & NCDMobilized ~ 300Cr
Corporate – HCL GroupProduct – CP & NCDMobilized ~ 300Cr, 250Cr
Corporate – Fortis GroupProduct – CP & NCDMobilized ~ 400Cr, 100Cr
Our Benchmark Deals
Corporate – IndiabullsProduct – AIFMobilized ~ 100 Cr
Corporate – Indigo GroupProduct – Mutual FundMobilized ~ 1,200Cr+
Corporate – Religare GroupProduct – CP & NCDMobilized ~ 300Cr, 450Cr
Corporate – SREI GroupProduct – CPMobilized ~ 500Cr
Corporate – Kotak MFProduct – UDAY BondsMobilized ~ 400Cr
Corporate – Across ClientsProduct – Mutual FundMobilized ~ 3,000 Cr
Endeavour to Beat our Own Benchmarks
Corporate – Aadhar HousingProduct – NCDMobilized ~ 50 Cr
Our SynergiesExpanding Scope Through Synergies
Plc’s journey in the global financial markets began in 2002 with a strategic intent to serve thegrowing needs of capital and fulfilling the quest by reaching out to the global markets. Starting with fund raising, Elarasoon evolved into a full service investment bank. Elara has so far completed transactions worth billions of dollars andhas expanded the scope of its services to include:
❖ M&A and Private Equity Advisory Practice❖ Merger & Acquisition❖ Venture Capital❖ Private Equity❖ Special Situation Fund❖ Large Buyout Fund
❖ Capital Market❖ IPO / QIP❖ GDR / FCCB❖ Overseas Listing❖ Offer for Sale & Institutional Equities
❖ Restructuring / Special Situation Advisory❖ Traditional and Complex Corporate Debt❖ Distress Asset Acquisition
The team operates out of London, New York, Singapore, Dubai , Mumbai and Delhi. Elara is authorized and regulatedby the Financial Conduct Authority (FCA) in United Kingdom and registered as a Category A investment bank.
Data
Our SynergiesExpanding Scope Through Synergies
Memorandum of Understanding between and has expended the scope of servicesas
Overall Balance Sheet Management
Global Presence Solutions
Expertise Knowledge
Why PRP?Showcasing our Values
✓Passion for Success
✓Pioneers in Fixed Income
✓Committed Dealers and Advisors
✓Building long term relationship
✓Synergies
✓90 years of cumulative/vintage work experience
✓Huge Clientele/ extensive networking
✓360 degree investment analysis
✓Strong research backed advisory
✓Tailor made Boutique Investment opportunities
✓Unique Financial experience of our Clients
“When we have Limited Resources,We get Creative with our Solutions”
Strategies for GrowthThank You…
Reach us :-
Phone – 0124-4249000, 4184858Mobile – 8800882731Email – [email protected]
Corporate Office :- 507 - 508, 5th Floor, Eros City Square, Sector 49-50, Gurgaon - 122001
Branches :-
Mumbai:- Quest Offices, 1st Floor, Parinee Crescenzo, G Block, Bandra Kurla Complex, Mumbai
Delhi:- Awfis L-29,L Block Outer Circle, CP,New Delhi