Vianta Advisors DMCC corporate profile

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Vianta Advisors DMCC Better Bank Financing, Quickly Delivered

Corporate Presentation


•  Vianta Advisors is a SME-‐focussed financial advisory firm founded by ex-‐banker, Mr. Vikram Venkataraman, who has been in this business for 4 years.

•  Vianta specialises in financial advisory – financing strategies, bank debt financing for SMEs and Emerging Corporates; and providing CFO Services to SMEs.

•  Vianta is recognised by TECOM Investments, Dubai Exports, Dubai Multi Commodities Centre (DMCC), Dubai SME, and various trade associations including National Association of Freight and Logistics (NAFL), Channel ME, and Dubai Computer Group (DCG). We have conducted joint seminars and events with all these entities.

•  Banks dealt with include FGB, ENBD, ADCB, NBAD, United Arab Bank, Citibank, HSBC, Credit Europe Bank, Credit Suisse, Standard Chartered and numerous other local banks.

•  Executed over 50 transactions, and successfully raised over AED 800 Million for clients over the last 4 years.

•  Total team of 8, office in Jumeirah Lakes Towers, Dubai

INTRODUCTION – VIANTA ADVISORS DMCC


There is a huge information and knowledge gap amongst SMEs, in achieving bankability. Vianta aims to fill this gap.

•  Primary service is to assist SMEs in obtaining bank finance of all types from onshore and DIFC

banks

•  We prepare comprehensive credit proposals, lender packages and other documentation for

lenders

•  We advise and structure banking facilities based on detailed examination of borrower’s terms of

trade

•  Detailed risk analysis is done and credit enhancements often suggested

•  We help in negotiation of banking facilities, appropriate terms, covenants and security for each

entity, and,

•  Conclude financing arrangements on behalf of clients and obtaining firm facility approvals

Raising Bank Finance is not the sole objective. Advice on balance sheet and credit facility structuring, including a long term banking strategy, form the core of our engagement with clients.

DEBT ADVISORY


We assist SMEs under financial stress to fix their financial problems and to restructure bank lines if required, in line with new business conditions.

•  SMEs under financial stress do not have the capability to deal with banks for a work out.

•  Relationship Managers often do not have the time, and quite often the capability to restructure

facilities. The situation is complicated by multiple banking arrangements.

•  We will work with the company to prepare a comprehensive new business plan and financial

forecasts to present to banks as part of the restructuring.

•  We can also appoint our CFO as Interim CFO, at the request of the bank, to oversee this process

and manage finances.

•  Ideally, we should work with a client when stress is evidenced, before the Central Bank rating is

downgraded.

VIANTA RESTRUCTURING SERVICES


SMEs cannot afford a CFO. Most often, there is poor: financial discipline and transparency, internal processes, controls and MIS. The gap in caliber between the owner and his finance person, is vast. The latter is most often not qualified enough to proactively deal with banks. Vianta CFO Services aims to fill this gap. •  Vianta provides CFO Services on a need basis, thereby enabling SMEs to benefit from fully

qualified CFOs, at a fraction of the cost.

•  Our CFOs are well qualified (C.A) and have been in CFO positions in industry

•  We provide a flexible engagement model, enabling clients to increase/decrease engagement-‐levels.

•  CFO retainer engagements can be as low as 3 hours a week or as high as 35 hours a week.

CFO SERVICES

Services Include: •  Cash Flow & Fund Management •  MIS and reporting •  Protection of the Owner •  Financial Health Check Services

•  Receivables & stock monitoring •  Cost control •  Budgeting & planning •  Bank management and reporting


Reputa(on and Integrity are of the highest importance to us and our process of both client selec(on and execu(on of transac(ons are designed to uphold these pillars of our philosophy.

•  Extreme care is taken in the selec(on of Debt, Restructuring and CFO Service clients

•  Our origina(on model is network and referral based, so source of referrals is given importance

•  If client is an exis(ng borrower, checks are conducted with bankers, on account conduct and

reputa(on

•  Clients on the nega(ve industry list of banks are not entertained

•  A mandate is never signed before feedback from banks is obtained vide our teaser process

•  Teaser process: on iden(fying a client, we study financials, business model, and statements in

detail, then prepare a no-‐name ‘teaser’ which is sent to select banks. Only on receipt of

posi(ve feedback, is a mandate signed

•  Work on a complete informa(on memorandum starts only aLer mandate signing

CUSTOMER SELECTION PROCESS & DUE DILIGENCE


Vikram Venkataraman (Managing Director) is a veteran corporate and SME banker, with over 25 years banking experience and 4+ years in the business of helping companies secure bank financing of all types, in the UAE. His last assignment was Founding Head -‐ SME, Transaction Banking and Factoring Divisions at Mashreq. He joined Mashreq to start all these businesses. This has given him a deep understanding of SME bank lending policies, the problems faced by SMEs and how to solve them. Vikram holds a BA from Loyola College, India and M.A from Oxford University, U.K. He has served as the Secretary of the Oxford University Economics Society. He has been a member of the SME Task Force of the Dubai Chamber of Commerce, Member of a number of panels and invited to speak on SME financing issues by DMCC, TECOM, Dubai Exports, Dubai Exports, National Association of Freight & Logistics, Dubai Computer Group, Pakistan Business Council and so on. He is a guest writer as well and has a monthly column on SME issues, at Gulf News. Meghna Laad (VP & Head of Debt Advisory) has diversified experience of over 10 years in the field of Finance, Audit and Banking. As Head of Debt Advisory, Meghna overseas execution of all debt transactions. She has so far assisted various mid-‐ size to large corporates raise structured bank finance through a number of local and international banks. Prior to Vianta, Meghna worked with HSBC and a financial advisory firm. Her key areas of responsibilities included client relationship and liability portfolio management. Prior to HSBC, Meghna was an auditor with Panel Kerr Foster (PKF), Dubai. Meghna is a Certified Internal Auditor from the Institute of Internal Auditors, Florida, USA and an MBA from the Institute of Management Studies, Indore, India. Deepak Lal (Senior Advisor) is an experienced corporate banker with over 20 years of diversified experience in, corporate banking and finance in India, Oman and UAE, in the interna(onal trade, commodity trading, oil and gas, and manufacturing space. He has worked with several banks including HSBC (India) and First Gulf Bank (Dubai). He is well versed in the areas of structured trade finance, project finance advisory, M&A advisory, and debt restructuring. Deepak holds a degree in Petroleum Engineering with two years of hands-‐on experience in offshore sour-‐gas production and processing. He also holds a post graduate diploma in management from one of India’s top-‐ranked business schools.

VIANTA’S TEAM – ENSURING BETTER TERMS, DELIVERING QUICKLY


Abhinav Kumar (Senior Credit Analyst) has held senior positions in the field of Credit and assessed both short term and long term funding requirements of SMEs. He has worked with Union Bank of India and Intec Capital Ltd, a SME lender in India. At Vianta, his role involves execution of mandates involving the arrangement of working capital and loan facilities for companies. This includes coordinating with clients for collection of all relevant documents and information, submitting proposals to banks, following up and coordinating with them on an on-‐going basis, analysing all credit proposals and structuring/pricing transactions, working closely with banks and clients as well. Abhinav is a graduate in Chemical Engineering from Mumbai University and MSc. Finance from Strathclyde Business School, UK. Shekhar Iyer (Marketing & Business Development Manager) has worked in the area of working capital funding and providing structured financial solutions to SMEs and Emerging Corporates with Kotak Mahindra Bank Ltd India. At Vianta, his key responsibilities include new business generation through tie-‐ups with channel partners and associates to develop the asset business, understanding the business and providing them with best cost-‐saving propositions. Shekhar is a graduate of Science from University of Mumbai and an MBA in Marketing and Financial Services. Praveen Nambiar (Business Development Manager) brings over 12 years of varied industry experience from Banking, Insurance and Risk Advisory. He has worked with leading Indian banks like ICICI Bank (Risk and Compliance), HDFC Bank (Retail Banking), Kotak Mahindra Bank Ltd. (Retail and SME), and First Gulf Bank (Wealth Management). At Vianta, his key responsibility is to generate new business -‐ SME mandates, and develop a network of associates to generate leads. Praveen is a graduate of Commerce from University of Mumbai.

VIANTA’S TEAM – ENSURING BETTER TERMS, DELIVERING QUICKLY


Vianta Advisors DMCC #2604, AA-‐1, Mazaya Business Avenue, Jumeirah Lakes Towers, Dubai, United Arab Emirates Phone: +971-‐4-‐4306157 Vikram Venkataraman E: [email protected] M: +971-‐55-‐1961234 Shekhar Iyer E: [email protected] M: +971-‐55-‐9804535 Praveen Nambiar E: [email protected] M: +971-‐52-‐8429619

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Vianta Advisors DMCC corporate profile

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