Case Study 1: An Indian Private Bank

Service: Business Plan, Business Model

Our initial engagement was with the asset management arm of the group. We evaluated the company’s strategic position and business model, and made recommendations to strengthen its position in the market place. We also participated in brainstorming exercises for new mutual fund schemes.

We were subsequently engaged for a knowledge sharing program to help them build their relationship with distributors. Thereafter, we conceptualised risk profilers and financial planners for their website.

When the owners had a philanthropic interest in a proposed specialty hospital, we were engaged to review the legal structuring and prepare a financial pre-feasibility report.

We are currently preparing a business plan for the group’s proposed foray into Pension Funds.

Case Study 2: Diversified (pharmaceuticals, mining & projects)
[Presence in UK, India, Africa, HongKong]

Case Study 3: Optimum Solutions, Singapore

Case Study 4: Diversified (education, hospitality & real estate)

Case Study 5: Cipher Securities, India

Case Study 6: An Indian IT Enabled Services Company