corporate presentation - prp pro · pdf filelas, lap, term loans, project loans, structured...

22
Corporate Presentation PRP Professional Edge Associates Private Limited

Upload: nguyenkhanh

Post on 17-Mar-2018

217 views

Category:

Documents


1 download

TRANSCRIPT

Page 1: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

Corporate Presentation

PRP Professional Edge Associates Private Limited

Page 2: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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 -

Page 3: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 4: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 5: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 6: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 7: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 8: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 9: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 10: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 11: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 12: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 13: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 14: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 15: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

Position Imposes Responsibility

Our Positioning

Amongst top 15 in Commercial Papers Placement Amongst top 10 in Bonds / NCD Placement

Page 16: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

When it comes to Relationships

Our Relationships

Corporate Banks & AMCs Institutions

Many More*

Page 17: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 18: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 19: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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.

Page 20: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 21: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

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

Page 22: Corporate Presentation - PRP Pro · PDF fileLAS, LAP, Term Loans, Project Loans, Structured ... organizations like –Religare ... JM Morgan Stanley Fixed Income Securities Ltd, Mata

“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