Kolkata | Mumbai
www.ontrustcap.com
www.ontrustcap.com
A Financial Services firm helping
businesses operating in the mid-market
space to achieve their growth aspirations
MID Market Investment Banker/ Financial Advisor
Smooth & Easy way to invest-Online(Web/App based) & Offline
Headquartered in Kolkata, another office in Mumbai
Member of Association of Mutual Funds of India (AMFI)
Experience of having executed varied types of transactions across the country & at abroad
www.ontrustcap.com
Private Equity Mergers and Acquisitions
Corporate Advisory
Debt Advisory
www.ontrustcap.com
we fulfill your need of fund raising and building robust business plan by running a well-organized process, effectively marketing your business, offering thoughtful opinions around valuation and deal terms, negotiating effectively, and doing many other things better than ……….
Is there a need to run through your Business Plan with a person who shares
your passion and can add value ?
Does a Businessman needs someone who will translate language of a Business Man to
that of an Investor ?
Does an Organization needs an advisor, who understands latest Financial Parameters
along with Regulatory Structure?
Does a Business organization need someone who has strong network with investor community?
Want to take the leap?.... But don’t know who is the right one to handhold...
www.ontrustcap.com
A Team & not a solo advisor
Multi-transactional
Experience across industries.
Can bring Non Transactional
Value Adds
Systematic & Process oriented and not
sporadic
Well Built Network with Investors and
Industries
Ability to develop Personal Equation with Partners, Directors and capability to advise on
growth path
Team adequately organized, fromAnalysts to Mid Level Managers
to Senior Partners
Sector agnostic, along with experience of having executed
transaction across India, SE Asia &
Middle East
Ability to build Sensitivity based
Business Plans, clear understanding of regulatory & legal
structures
The sequence we follow is
Discover, Implement
and Monitor
Experienced team, having excellent relationship with
Bankers, Investors and well networked through Industries
Senior Partners personally
hand hold each client, and
advise at each stage of growth
Inve
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Ban
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www.ontrustcap.com
Large Investment Banks Solo Advisers/ Accountants Ontrust
Team
Experience
Non Transactional Value
Relationships
Fee & Partnerships
Large team (and costly)
Highly experienced staff at the top, but Mid Level Managers
lack skills
Understands Business Planning + Law and Taxation
Across the spectrum
High Fee, fair weather friend
One to two members team
Local experience, limited to sectors/ geographies
Strong in Law & Regulatory issues, Poor in Bus Planning
Builds as and when projects come
Negotiable fees, incapability to provide services to a growing
organization
Sufficiently sized team, from Analysts to Mid Level Mangers
to Directors
Highly experienced Partners, and well experienced mid level
Managers. Partners are personally involved in all assignments
Strong in Business Planning, reasonable understanding of regulatory and legal aspects
Existing strong relationships
Reasonable fee, capability to hand hold clients through all
the stages.
Inve
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Ban
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www.ontrustcap.com
End-to-end handholding:
Preparation of business plan cum financial model & other investor marketing documents
Valuation analysis
Due diligence
Assisting in executing legal agreements
Closing & receipt of funds
Negotiation & structuring
Arranging Seed Fund & VC Fund for early stage companies
Arranging Growth Capital for established companies from reputed Private Equity
InvestorsHealthcare | Specialising in Hair Transplantation & Cosmetic Surgery | PE raised from Matrix Partners
FMCG | Snacks Manufacturing Co | PE raised from Family Office
Sports Franchisee | Lawn Tennis Tournament | Advisor to Japan Warriors to attract investment
Select Key Transactions
Retail | Focus on Tier II & below cities | PE raised from Subhkam Group
www.ontrustcap.com
Strategy formulation, identification of buyers or targets, valuation, negotiations and bidding, capital structuring, transaction structuring and execution.
Providing strategic and financial advice in mergers, acquisitions, takeovers, joint ventures and strategic alliances, and de-mergers.
EPC Company | Specialising in Metro construction, Tunnelling, Bridges, | Strategic Investment Advisory (Sell side)
Telecom Ancillary | Strategic Investment Advisory (Buy Side)
Handicrafts | Strategic Investment Advisory (Buy Side)
Select Key Transactions
www.ontrustcap.com
Arranging Debt Funds via Term & Working Capital Loans from Financial Institutions, Banks, specializing on ECBs, off shore funding
End-to-end solutions until the receipt of
funds
Negotiating with bankers to achieve financial
closure
Advising in terms of sanction from long term
perspective
Assisting in takeover of existing loans at reduced interest rates/
charges, thereby generate savings for the company
Auto Ancillary | Low cost foreign funding |ECB raised from IFC Washington (World Bank)
Agri & Consumer Goods | Arrangement of INR Debt funding, Financial Cost Reduction, Funding for Overseas Investment (ODI) in Indonesia
Manufacturing | Plywood & Veneer | Overseas Investment (Term Loan & Working Capital) in Myanmar, Laos & Gabon
Steel Manufacturing | Arrangement of Debt Funding (TL & WC) in Kenya
Select Key Transactions
Corporate Advisory
Assessment & Impact of Key Performance
Indicators (KPI’s)
Key Financial Parameters & Ratio
Analysis
Comprehensive Integrated
Business Plan & Business Modeling,
highlighting
Peer AnalysisScenario Analysis & Sensitivity Analysis
www.ontrustcap.com
French Luggage Manufacturing MNC | Financial Advisory on expansion & strategic matters
Security Solutions | Joint Venture Advisorywith a Large Japanese Multinational.
Log & Sawn Timber | Financial & Strategic Advisoryon expansion, strategic and banking matters
Select Key TransactionsSelect Key Transactions
www.ontrustcap.com
Consumer Products Healthcare Manufacturing Financial Services
Luxury Goods Infrastructure & Real estate
Agricultural Commodities
E-commerce Trading Firms
Sports & Education
some of the Industries, we have worked in
www.ontrustcap.com
CaptainGrocer
Backed by a strong team of professionals with decades of experience and extensive domain knowledge
Advisory Board
B. Tech, MBA
An investment professional for almost 20 years. He has successfully built equity franchises in his previous stints with DHFL Pramerica Asset Managers, BCP Advisor, Atlantis Investment Advisors & Deutsche Asset Management
B P SINGH
Chartered Accountant
ABHAY MISHRA
30 years of experience with Industry, Finance & Strategy consulting. Major experience in Strategy formulation; Project reports; Feasibility studies; Developmental studies & Action plans; Financial modeling & viability assessment; Bid process management; Surveys & Evaluations
www.ontrustcap.com
Key Management
ACA, CISA, DISA
SHEKHAR KUMAR JAINExecutive Director
19 Years of experience in IT, Financial Services including Investment Banking & Private Equity
ITC, IL&FS and Subhkam Ventures (Private Equity Fund)
MBA (IIM Indore), ACA
LALIT KUMAR CHETANIExecutive Director
15 Years of experience in Investment Banking & Private Equity
www.ontrustcap.com
Coca Cola, Axis Bank & Subhkam Ventures (Private Equity Fund)
SUMEET SINGHANIAAssociate Director
ACA CA14 years of experience in Equity Capital Markets. He has operational experience of Equity research, Fund raising & Portfolio Management. He enjoys deep insights into the Metal, Power, Industrials, Infrastructure & FMCG sectors
5 Years of experience across various sectors & specialising in import export activities
VISHAL SHAHManager
MANOJ AGARWALSenior Manager
Post Graduate14 years of experience in operations, broking and compliance related to wealth management
Dalmia Securities
www.ontrustcap.com
Mutual Fund Fixed Income
www.ontrustcap.com
Have you ever calculated the yield on your real estate investment ?
Picked up stocks, timed the market, but failed to monitor the performance of your portfolio?
Has there been a time when you couldn’t sell a stock because you were emotionally attached?
As an individual or corporate, you don’t have the time and expertise to calculate the rate of return on your current portfolio and review it time to time
We deliver a full range of financial services and products to you in a
consultative way. Other than picking the right investments and timing the
market, we also monitor your portfolio regularly. Beyond investment, we
handle tax, inheritance, mortgages and pensions. We start from the vantage
point of your goals
The right advisor can make all the difference ….
Enquire about the personal financial situation & financial
objectives.
Retrieve information on your financial potentiality & goals.
Recommend an investment product that best suits your
needs & risk profile.
www.ontrustcap.com
• Family, key issues & Values
• Goals, retirement timing, special needs
• Comprehensive view of current financial picture
• Risk tolerance, time horizon
Discovery
• Track progress toward goals
• Set/follow guidelines for liquidity, asset allocation
• Notification when portfolio strays outside guidelines
• Performance reporting• Online access
• Retirement and education plans
• Estate plan, trust, philanthropy• Borrowing plan• Risk plan including
diversification, hedging, insurance, tax planning
• Asset management
• Analyze personal, financial information & liabilities
• Income goals, probability analysis
• Analysis of risks and threats• Action plan: growth,
preservation, transfer of wealth
www.ontrustcap.com
Identifying your values & goals
Implementation
Choosing services & providers
Monitoring
Ongoing evaluation & reporting
Analysis, Recommendations
Building an Action Plan
WM
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www.ontrustcap.com
We only recommend top rated equity funds and bonds/debt instruments which have a rating of AA+ and above
We are adept in understanding tax regulations and thus recommend options to minimize your tax outgo and multiply returns
Helping in building Mutual Fund portfolio, after proper
analysis of requirements and in-depth study of various
options available
www.ontrustcap.com
Mutual Funds NCDs, Bonds Tax Saving Schemes Govt. Papers
We help in building your Debt MF portfolio; whether its for Long term Investing or for
Treasury Management only.
We offer a range of solutions from Corporate Bonds to NCDs, for all your needs,
through IPOs and secondary
We advise Individuals on their tax planning, through government schemes like
PPFs etc.
We strongly feel, that govt. sponsored schemes offer a
viable proposition e.g. tax free bonds
Backed by a strong team of professionals with decades of experience and extensive domain knowledge
Advisory Board
www.ontrustcap.com
MBA from University of Brighton, UK
18 years of experience in running family businesses in varied industries running across in India and abroad
MANJEET BAHETY
BSc, Post Graduation in Management and LLB
NARENDRA GUPTA
Professional banker with 40 years experience in commercial banking and Treasury Management. He was part of initial team who set up ICICI Bank, in-charge Treasury and Global Markets. Founder Chief of Business and Strategy of National Commodities and Derivatives Exchange of India (NCDEX)
Key Management
www.ontrustcap.com
CA, CISA, DISA
SHEKHAR KUMAR JAINDirector
19 Years of experience in IT, Financial Services including Investment Banking & Private Equity
ITC, IL&FS and SubhkamVentures (Private Equity Fund)
0
SIDHANT GOELAnalyst-Banking
CFA(USA), FRM(USA)1 year of experience in financial services industries; specializes in analyzing new products.
ARPITA SENSARMAHead-Operations
MFM, CFA
SAMEER KAPOORAssociate Director
He brings on board an experience of more than 16 years in the field of finance., and has headed Initiatives in both Corporate and Retail Financial Channels.
IL&FS, HSBC and Religare
BA, Calcutta University13 years of experience in Mutual Funds back office and client servicing
www.ontrustcap.com
2010-2011 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016
Ontrust starts as MID Market Investment Banker/ Financial Advisor, specializing on fund raising and business plan advisory
Start of Wealth Management Business ~ Broking + MF Advisory
Earned Respectable name in preparation of Business Plan cum Financial Modelling; Wealth AUM Crosses INR 100 Crores for the first time
Mumbai office takes shape, deals in multiple countries in SE Asia, Africa and Middle East.
First big success in PE and M&A ~ handled multiple debt transactions in the interim
Launch of Immensely successful IRR Product (Interest Rate reduction) for Mid Market Corporates
2017-18
Started providing complete web & app enabled wealth management solutions
Write to us at [email protected]
www.ontrustcap.com
Mumbai
103.Udyog Bhawan,Sonawala Road, Goregaon EastMumbai—400 063
Kolkata
404, Sikkim Commerce House4/1, Middleton StreetKolkata – 700 071