Evaluation and optimization of direct equity investments for improved future returns.
Client had a held away portfolio of ₹25 cr+, heavily invested across PMS/AIFs and closed-ended funds.
Client had a surplus liquidity of ₹200 cr from stake sale and the entire amount was invested in debt funds.
Single family office with investment corpus of Rs 250+ cr
Listed manufacturing company with treasury corpus of Rs 1000+ cr
Doctor having an Investment Portfolio of Rs 30+ cr
2024 HDFC TRU