Grand project ravindra lattoo

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Sector: Investment Banking
Title of the Grand Project:- Inclusive Investment
Solutions of the Investment Banking Industry
Submitted by Ravindra Lattoo(ENR:030301025)

Unitedworld School of Business Page 2
ACKNOWLEDGEMENT
As a part of Grand Project-Component of Academic Curriculum at Unitedworld School of
Business, Ahmedabad, it is my honor & privilege to acknowledge our Respected Prof Manas
Chakravarty –Dean of Academic Affairs, Unitedworld School of Business, Ahmedabad
The sole objective of this Grand Project is to generate new insights & acquire learning by the
gained knowledge & experience about the subject & the entire dissertation has been done
keeping this objective in mind & focusing the entire energy & enthusiasm into this endeavor of
the Grand Project.

ACKNOWLEDGEMENT
As a part of Grand Project-Component of Academic Curriculum at Unitedworld School of
Business, Ahmedabad, it is my honor & privilege to acknowledge our Respected Dr.
Bhuvneshwar Gupta- Director, Unitedworld School of Business,Ahmedabad.
The sole objective of this Grand Project is to generate new insights & acquire learning by the
gained knowledge & experience about the subject & the entire dissertation has been done
keeping this objective in mind & focusing the entire energy & enthusiasm into this endeavor of
the Grand Project.

ACKNOWLEDGEMENT & APPROVAL FROM THE FACULTY GUIDE
This is to certify that the project entitled “Inclusive Investment Solutions of the Investment
Banking Indusry” is a bonafide work of Ravindra Lattoo, Student of Unitedworld School of
Business, Ahmedabad(Batch 2011-13) having enrollment number 03031025 as a part of
curriculum of Post Graduate Diploma in Management.
___________________
(Prof. Jaideep Banerjee)

DECLARATION BY THE STUDENT
I hereby declare that the Grand Project has been prepared considering & respecting the rules &
regulations concerning the same. Source Codes & Links have been mentioned in the same.
Sr. No Links used in the Dissertation
1 www.wsj.com
2 www.livemint.com
3 www.hindubusinessline.com
4 www.dealcurry.com
5 www.opulencebiz.com
6 www.google.com
7 www.moneycontrol.com
8 www.ventureintelligence.com

TABLE OF CONTENTS
Sr No. Title of the Content Pg No.
1 Acknowledgement 2
2 Acknowledgement 3
3 Acknowledgement & Approval of the Faculty Guide 4
4 Declaration 5
5 Table of Contents 6
6 List of Tables 7
7 Investment Banking Industry 8
8 OPULENCE BUSINESS SOLUTIONS PVT. LTD, AHMEDABAD 28
9 3CET Analysis 29
10 SWOT Analysis 45
11 PEST Analysis 48
12 CSR Initiatives 49
13 Financials 49
14 Market Research 49
15 Conclusion 65
16 Questionnaire 66
17 Recommendations - Marketing Plan 71

LIST OF TABLES
Sr No. Title of the Table Pg No.
1 List of PE Firms who filled up the Questionnaire 70
2 Recommended Marketing Plan 71

1. INVESTMENT BAN KING INDUSTRY
1.1Investment Bank
 Fund Syndication
o Equity
o Debt
o Hybrid Or Mezzanine (Mix of Equity/Debt)
 Intermediary between Issuing Securities & Investing Public.
 Underwriting – Facilitating the process of raising capital for the organization.
 Strategic Corporate Relationship Management
o Mergers – Corporate Marriage
o Acquistions – Adoption of Child (Small/Weak)
o Joint Ventures – Live- In Relationship

o Take-Overs – Kidnap
o DeMerger- Corporate Divorce
o Tie-Ups/Collaberations – Friendship
1.2Investment Banking – Revenue & Size
Source: www.wsj.com
Source: www.wsj.com
• Indian Investment banking Industry as of 2012 is US$155 billion(source:-
www.livemint.com)
• Growth Rate in India is expected to be 15-17%(source: www.hindubusinessline.com)

1.3Investment Banking – Global Players
Source: www.opulencebiz.com
1.4Investment Banking – Top Indian Players
 Avendus
 Bajaj Captial
 Barclays Capital
 Cholamandalam Investment & Finance Company
 ICRA Limited
 IDFC Private Equity
 IDBI Bank
 IFCI
 Kotak Investment Banking
 Kotak Mahindra Capital Company
Source:- www.banksofindia.com
1.5Investment Banking – Top Gujarat Players

Source: www.dealcurry.com
1.6Investment Banking Trends as of FY 2012-13
(Source: www.dealcurry.com)

-

2. OPULENCE BUSINESS SOLUTIONSPVT. LTD, AHMEDABAD
(Source: www.opulencebiz.com )
 Opulence Business Solutions Pvt. Ltd is a boutique Investment Banking Firm in
Ahmedabad with an outfit of Strategic Management Consulting & Private Equity
Fund
.
 They have their own SEBI Registered Private Equity Fund known as Next Orbit
Venture Private Equity with Corpus Size of Rs. 700 Crore where Rs. 400 Crore is
allocated to Real Estate Sector & Rs. 300 Crore is allocated to Rs. 300 Crore.
 Their Prime task is to Fund Deployment & once the Funds are garnered they shall
be finding good projects to invest in apart from Investment Banking Front.

3.1 3CET
3CET-Company
Vision:
To be the leader in our field of business through:
 Total Customer Satisfaction
 Commitment to Excellence
 Determination to Succeed with strict adherence to compliance
 Successful Wealth Creation of our Customers
3CET
CUSTOM
ER
COMPET
ETION
COMPAN
Y
ENVIRON
MENT
TECHNO
LOGY

Mission:
Ensure creation of the desired value for our customers, employees and associates, through
constant improvement, innovation and commitment to service & quality. To provide
solutions which meet expectations and maintain high professional & ethical standards
along with the adherence to the service commitments.
Departments of the Organization
COMPANY
MARKET
ING
OPERATI
ONS
FINANCE
HUMAN
RESOUR
CE

Spectrum of Services

Verticals

Sales, PE Fund Distribution Model & Marketing

STP- Segmentation,Targeting & Positioning
SEGMENTATION
•UNLISTED COMPANIES
AND SELECTIVELY
LISTED COMPANIES
TARGETING
•80% FOCUS ON GUJARAT
BASED COMPANIES.
•20% FOCUS ON NON-
GUJARAT BASED
COMPANIES
POSITIONING
One stop multi-solution
platform for all end to end
integrated financial services
such as
•Tax efficient Capital structure
for Promoter, Transactions
and Businesses.
•Tax efficient Legal structure
for Promoters.
•Tax –efficient deal structure
for Promoters.

STP for Next Orbit Venture PE Fund
SEGMENTATION
• High Profile Investors as
the minimum ticket for
SEBI Registration of PE
Fund is 1 crore.
TARGETING
Shareholders of large
companies.
Top Insurance Agents.
Top Mutual Fund Agents.
Wealth Manager
Private Bankers
Multi-office managers
NRI's:-Salaried or
Businessman whose
income should be more
than 50,000 GBP
POSITIONING
SEBI Approved Private
Equity Fund.
Tax pass-Through
extended across sectors
Accountability for
Investment
Investment Flexibility
Fund Philosophy
1.SME Focus
2.Real Estate
3.Joint Development
theme
4.Focus on Tier 2 & 3
towns.
.

Operation of Opulence Business Solutions Pvt. Ltd

Sourcing of the
Project-Tofind
relevantbusiness
opportunities
Signingof Non-
Disclosure Agreement
- For Healthysharing
of information
SendlingDocument
checklistto
prospective client
consideringthe
limitationsof human
mind
Checkingthe viability
of the project
Signingof the
Engagement
Letter/Mandate Letter
SendingInformation
Memorandumto
Client
Evaluatingthe deal by
analysingthe nature
of the industryin
whichitoperates
Performing
SWOT,Operational
Analysis,Competetion
analysisoncompany
CalculatingValuation
Model & projecting
income,cashflowsand
B/S
PreparingTermSheet
and finalisingthe
structure of the deal
In TermsheetdoDue
Dillengence,decide
Shareholder
Agreementandfix exit
strategyforPE

Human Resources

 STAFF STRENGTH: 7FTE’S & 5 INTERNS=12 EMPLOYEES.
 TRAINING AND DEVELOPMENT: Mentoring Session by our M.D. and 1-1 training
on projects if required.
 RETENTION PRACTICES: Better learning opportunities than competition.
 APPRAISAL: Subject to Performance.
 RECRUITMENT: Recruiting performer interns,through recruitment consultants &
Employee references for potential candidates are also taken.
 CULTURE: Open, Cordial & Learning oriented

Who’s Who in the Organization

3CET- Customer.

3CET –Competition
From Global Competition-other I-bankers who have an eye to grab deals so Opulence has to be
very attentive with market scenario and swift with its agenda, methodology and closure w.r.t
deals.
3CET – Envrionment
FACTROS AFFECTING BUSINESS
 Deal Structure for promoters
 Policy and Government regulations(Sector Specific)
 Tax-Structure
 Occurrence of Natural Disasters

3CET – Technology
• PRE-KVEZAR:-Surfing data on internet as per specifications and then compiling it
which was time-consuming and frustrating.
• POST-KVEZAR:-Customized data available in a moment.
• CUSTOMER SERVICE OF KVEZAR:-Quick and Responsive.
• GRIEVANCE:-ERP is at times slow to actions but results are accurate.

3.2 SWOT Analysis

Strengths
 SEBI Registered Next Orbit Venture Private Equity Fund –Raising MSME & Real Estate
PE Fund with the target of INR 500 Cr, with additional green shoe option of INR 200
crores.
 Authentic superior knowledge and Experience of our Management team.
 Partner network of Opulence Business solutions which helps to manage the
needs/expectations from the client.
 Ability to create and sustain fruitful symbiotic relationships with concerned in the
market.
 Potential merger with Tax, Audit & legal is proposed to take Opulence to big 10 of India.
 Krishi Tek Services is into contract farming, farm mechanisation & agri retail & has
started first Agri knowledge centre in Dholka as an Integrated part of OBS.
 Signature presence in almost all the sectors.
 Strong Documentation
Weaknesses
Usual weaknesses of a startup firm but future is opulent
 Too much responsibility on Individual
 Staff-size of Opulence at this level in reference with the loads of work.
 Lack of proper visibility and activeness in Social-media such as Linkedin, Facebook,
Twitter, Branchout, Blogger, Youtube and Vimeo.

Opportunities
Futuristic Opportunities for Opulence-PE Fund
 SME listing in Bombay Stock Exchange and National Stock Exchange in the year 2013-
2014
 Multi Family Office management
 Building brand by inviting foreign strategic partner or fund
 Real Estate Fund Management
 Next Orbit Venture a sector and stage agnostic fund having focus areas with a corpus of
INR 700 crores
Opportunities for Investors
 To get the strategic stake in the merged entity of Opulence.
 To become sponsor/LP of the fund
 To join as a partner in Real Estate
 To join in businesses like fresh fruits, vegetable trading, logistic park & terminal market
Threats
From Global Competition-other I-bankers who have an eye to grab deals so Opulence has to be
very attentive with market scenario and swift with its agenda, methodology and closure w.r.t
deals.

3.3 PEST ANALYSIS
 P- POLITICAL
 Policy & Govt. Regulations – Sector Specific
 AIF Guidelines
 E-ECONOMIC
 Deal Structure of Promoters
 Tax Structure
 S-SOCIAL
 Mindset of Decision makers & his conditioning & influencers influential ability
on decisionmakers
 T-TECHNOLOGY
 Rise in Applications & Technology of IB Softwares – Kvezar, Venture
Intelligence & affliated with ROC.

4. Mergers & Acquistion:
Not exactly they have done any Acquistion but they are planning for Consolidation in
Future.

5. CSR Initiatives: Employee Welfare & Re-creation Facilities for Key Stakeholders.
6. Financials: Not available anywhere as Secondary Sources & not disclosed by
Management of Organization.
7. MarketResearch:
ResearchMethodology
 Objective of the Study
 Benefits of the Study
 Problem of the Study
 Research Design
 Data Collection and Sampling
 Data Collection Method (Random Sampling Method)
 Analysis of Collected Data
 Interpretation of Analyzed Data
 Conclusion of Interpretation
 Suggestion and Recommendation
Objectives
 To study the role of Private Equity in India, investment patterns & exit strategies of
Private Equity firms.
 To know benefits of Private Equity over Public equity.
Benefits of the Study
 Company will know various investment patterns of Private Equity e.g. Stage,
Industry, IRR Expectations etc.
 Study will help the Opulence to understand the current position of each Private
Equity Firm in the market

Hypothecation Problem of the Study
 Survey has been conducted over 30 Private Equity firms.
 Due to the sensitivity of the topic I have taken all the Private Equity Firms might not
disclose their true data.
Research Design
 Descriptive Researches: - Descriptive research is undertaken when the researcher
want to know the characteristics of certain groups.
Data Collection Tools and Sources
 Data are gathered from internal sources and external sources
o Internal sources are Private Equity Firms.
o External sources are reports, articles, newspapers, internet, survey on Private
Equity
 Data collection tool is main function for this project report because of without data
collection researcher cannot do any analysis and solution.
 According to requirement of the project, researcher used the schedule questionnaire
as a tool to collect the data.
Random Sampling Method and Size
Due to more number of Private Equity Firms in India researcher has used Random Sampling
method for survey so the sample size is of 30 Private Equity Firms.
Participants-
 The sample for this study consisted of 30 Private Equity Firm, drawn on the basis of
random sampling from a renowned Investment Firms.

 All the respondents were the Managing Director, Associates Partner or Vice President
in Private Equity Firms.
 All the subjects completed the questionnaire, responding to all the mentioned
questions.
 There were 4 female subject participated in the research.
Procedure:-
 First I collected the database of Private Equity Firms from Opulence Business
Solutions Pvt. Ltd.
 Secondly, I communicated with all Private Equity Firms on telephone and shared
objective & context of my Project.
 First seeking permission from the concerned authorities. Permission has been granted
on to condition the data analysis should not be published publically and should be
used for collage study purpose and name of the company should not be mentioned
silent.
 A well developed objective type questionnaire was given to all participants and they
had to respond their views. Questionnaire was segmented into 13 questions focusing
on investment patterns of Private Equity.
 Questionnaire is prepared to know the investment patterns of Private Equity Firms in
terms of stage, industry & geographical focus as well as their strategies in terms of
exit route, IRR expectations, size of investment, number of deals etc

Findings and Analysis of Collected Data
Stage focus
Interpretation:
Most of the Private Equity Firms is focused on Growth Capital & Venture Capital. As, there has
been an observed trend, over the last few years in India for the Private Equity Firms to invest in
Companies who are on the growth stage, making profits & already established in the market,
whereas for venture capital funds in particular to specialize in specific technology. Some
examples are biotech, software or LBO funds specialized in a particular industry, such as media.

Industry focus
Interpretation:
Key Sectors for investment in future are Education and Retails &
Consumer related.
Most of the Private Equity Firms is making investment in Education & Health Care industry.
Whereas if we look at the infrastructure sector the focus is around 7 %, which is consist of 50 %
of Education & Health Industries. In India, from the last few years, education sector is growing
at a constant rate due to the awareness of Indian Community & favorable attitude of Government
towards education & fair education policies, which attracts the investors to invest in the fastest
growing sector.
10%
13%
7%
15%
12%
8%
4%
0%
6%
7%
11%
7% Manufacturing Industry
Education Industry
Financial Services Industry
Health Care Industry
Retail & Consumer Industry
Telecommunication Industry
Petrochemical Industry
Aviation Industry
Power & Steel Industry
Infrastructure Industry
IT & ITES Industry
Media & Advertising Industry

GeographicalFocus
Interpretation:
As we see in the above Pie –chart, Private Equity Firms is focused on PAN India i.e. Present
Across Nations. As Private Equity firms is eyeing on India as a whole and would like to invest
across India, considering the high rate of returns they get on their investment. Few of the Private
Equity is focused on particular region and as we saw in the results i.e. South or West region,
consisting of fastest developing states.
.
12%
6%
82%
0% 0%
East
South
PAN
Western
Northern

Size of Investment:
Interpretation:
According to the results, 74 % of Private Equity Firms is making the investment between 50 –
100 crore. The PE Firms in India is developing from last few years & has shown very good
demand in terms of investment made in size and amount. But if we compare India with other
developed country such as US, Indian Private Equity Firm is still making their space. But, we
can not forget the fact that India has attracted many big Private Equity Firm from the world to
make big investment in their Companies.
74%
5%
16%
5%
50 -100
100-250
250-500
Above 500

Expected Turnover / Size of the Company
Interpretation:
According to the results, 34 % of private equity firms is focusing on the companies & industries
with the turnover of about 50 – 100 crore i.e. Small & medium scale industries. Whereas if we
consider large scale industries the investment is around 16 – 20 % since, the size of transaction in
indian private equity is quite small as we saw earlier. Around 44 % are focused on size which is
between 100 – 500 crore. In the developing country like india, the number of industries &
investors with very big size is growing and has favorable future.
34%
22%
22%
16%
3% 3%
50 - 100 Crore
100 - 250 Crore
250 - 500 Crore
500 - 1000 Crore
1000 - 1500 Crore
Above 1500 Crore

Exit Route
Interpretation:
Ipo is the most preferred exit strategy for around 48 % of
respondents.
Reflecting the current vibrant capital markets & attractive valuations in india, 48 % of pe
respondents indicate that an ipo is their preferred route of investment. Second most preferred
route is trade sale consisting of m & a transactions.
48%
45%
7%
0%
IPO
Trade Sale
Buy Back / Repurchase
PEPE

Expected IRR
Interpretation:
Optimistic return expectations reflect current economy and bullish markets.
Fourty-seven of the respondents expect to achieve at least their benchmark returns which is
around 25 % which is minimum requirement for all pe firms. When assessing the performance of
private equity, it is important to focus on long-term returns which are mostly affected by current
market environment, initial results over the first two or three years of a fund can be misleading
if viewed in isolation.
11%
26%
47%
16%
15 -20
20-25
25-30
Above 30

Tenure of Investment
Interpretation:
Investors like to invest & earn returns in shorter period of time and prefer to exit with the
investment in three to five years.
As we see in the figure that around sixty five percent of the private equity prefer to invest their
money for around 3 to 5 years depending upon the size of investment which is also small as we
saw earlier in earlier study, whereas thirty five percent pe indicates the tenure of around 5 to 7
years where size of investment would be considerably higher.
65%
35%
3 to 5
5 to 7

Destinationof Private Equity
Interpretation:
India is the most attractive destinations for pe investment and china as a second attractive
pe destination.
The findings states that the india has been ranked most attractive destination for pe investment
by indian private equity firms as around 73 % of the respondents chose india. Second option
would be china & us. Considering the level of technology, growth, gdp as well as future outlook.
73%
18%
9%
0%
India
China
US
Soudi Arabia

ReasonFor India to Be Most Attractive Destination
An aspect of private equity that companies find attractive is that they gain an investment partner
who is able and willing to provide continuous advice and support. Here the Indian connection
becomes important, since many Indian companies understandably want Indian solutions to
Indian problems. Therefore, an investment partner with a team on the ground with expertise and
knowledge of the local environment and operational issues is very likely to be preferable to a
hedge fund flying in from Singapore and spending three days a month in India. Many companies
appreciate being able to have in-depth discussions with their investment partners about a variety
of business decisions, for instance advertising investment, merchandising or retailing. It is
extremely difficult to have such discussions with someone who spends three days a month in
India and then disappears.
Following are reasons given by respondents:-
1. India is one of the few economies to grow by more than 8%, driven by domestic
consumption (Strong IIP numbers), demographic advantages and pro-active & stable
government.
2. Huge Growth Potential Balance, Strong Judiciary, Centre of technology-led innovation.
3. Strong domestic consumption, vibrant stock markets are also considerations.
4. Rising Govt. spending on infrastructure, Reform in education and healthcare.
5. Proven returns & entrepreneurial culture
6. Macroeconomic growth is percolating to microeconomic growth, resulting in growth of
SMEs in most sectors.
7. Availability of management talent for companies, and High growth & better investment
climate than some of the other Asian countries.

8. Strong gov’t support in driving FDI/FII, good exit opportunities (including public
market). Also benefits like China from huge addressable market, while also having very
attractive demographic profile coupled with growth in incomes & consumer spending
9. Macroeconomic law & silence of corporate law
Principal of Value Investing
INTERPRETATION:
Investments are made in specific sectors & industries depending upon the expertise &
experience Private Equity Players.
Around Fifty nine percent of the respondent chose Business in which they are familiar wit as a
principal of value investing. As private equity firms are most of the time sector & industry
specific. They would like to invest in the industries on which they have expertise and can have
better control in the future.
59%
0%
8%
33%
Busi. We understand
Contrarian
Risk Aversion &
Diversification
Focus on long term
fundamentals

Most Critical Risk Factor
The main barriers to entry for PE in India are complex regulatory issues and an increasing
number of PE players looking at the same investment opportunities. Our research suggests that
PE perceives two main problems that will be encountered.
First, the complex regulatory issues surrounding sector investment & taxation.
Secondly, swamping of too many PE houses chasing the same deals.
Although perception is that there are too many PE houses chasing few good deals, capital is not
in short supply and there are today several other fundraising options available to owner –
managed businesses looking for growth potential capital.
Following are the risk factors identified by the respondents :
1. Real estate risks, Investment Risks, Political, Economic and Social Risk, Regulatory
Risk.
2. Sudden change in regulatory environment.
3. Alignment of interest between PE funds & entrepreneurs.
4. Execution, Market and Team Risk.
5. Right Management, Foreign Currency Fluctuations.
6. High entry valuation, sub par growth and corporate governance/integrity issues with
promoters.
7. Risks attached to scaling up & execution.
8. Transperancy.
9. Inflation and transparency. Government policies regarding competition, foreign
investment, and growth of business are also a concern.

Number of Deals Cracked per year
Interpretation:
Number of deals closed is about three to four per year as indicated by the respondents.
The number of deals cracked per year by 44 % of private equity is around 3 to 4 which is
maximum. If we look at indian pe scenario, the number of deals have been increase by 200 % in
total. Private equity investing higher amount funds used to close one to two deals per year as
amount of investment is very high. Whereas the amount consist of 50 to 100 crore, number of
deals are considerably high.
23%
41%
12%
18%
6%
1 - 2
3 - 4
5 - 6
7 - 8
9 - 10

Conclusion
The Indian market for PE remains very positive with Retail and Consumer Related,
Education, Infrastructure and Financial Services being sectors of focus going forward.
Private equity is developing into a major player in the Indian economy. The presence of private
equity teams attuned to the particular requirements of local businesses has contributed to the
attractiveness of private equity as an alternative source of capital to the banks. There is a
growing perception among promoters that private equity firms can add value on several fronts —
raising corporate governance standards, providing global connectivity, building executive teams,
improving organizational capability, enhancing evaluations and creating liquidity. Indian
companies are increasingly global in outlook, whether they are involved in outsourcing activities
or seeking new markets for their products or services. It is essential for them to be able to work
with private equity teams that not only have a deep knowledge of the local business environment,
but also have the relationship orientation, cultural flexibility and global reach that will help them
realize their potential and, ultimately, deliver better financial returns.
1) Although valuations are expected to decline, but with increasing deal flow, India is
beginning to challenge China as an equally favored PE destination.
2) India is seen as having a strong consumer base and entrepreneurial spirit compared to
other emerging markets.
3) Exit activity is largely expected by the way of IPO markets. Trade sales will also be
predominant as an exit route, although exit time horizons will increase.
4) Infrastructure, healthcare, and consumer oriented sectors are seen as the key growth
sectors.
5) More than three-quarters think growth transactions will continue to be most popular;
increasing optimism for venture and buyouts, while pre-IPO levels fall.

6) The regulations that have been put in to regulate the earnings of companies are a big
barrier. These are particularly prevalent in cable and telecommunications companies.
7) Also, there are transparency issues when it comes to companies raising capital - slingshot
pricing is not uncommon.’
8) The quality of the management is a key factor: family-run companies have a distinct lack
of experience, there is no ecosystem and a lack of understanding of key issues.’
9) Most private equity firms will try to ride out the storm and hope for a better exit
environment within 3 to 5 years down the line.
10) There has been a growing trend of PE as an alternative source of capital by owners of
businesses although large business houses and groups have yet to embrace this source of
capital.
Questionnaire
Dear Sir/Ma’am
I request your cooperation to fill up the questionnaire.
1. Company: ……………………………………………
2. Name: …………………………………………………
3. Date: …………………………………………………..
(Please put tick mark “–“in appropriate box)
Stage Focus of Fund
❏ Venture Capital ❏ Mezzanine Capital
❏ Growth Capital ❏ Leverage Buyout
Industry Focus
❏ Manufacturing Industry ❏
Petrochemical
Industry
❏ Education Industry ❏ Aviation Industry

❏
Financial Services
Industry ❏
Power & Steel
Industry
❏ Health Care Industry ❏
Infrastructure
Industry
❏
Retail & Consumer
Industry ❏ IT & ITES Industry
❏
Telecommunication
Industry ❏
Media &
Advertising Industry
Geographical Focus
❏ Eastern ❏ Western
❏ Southern ❏ Northern
❏ Pan India
Size of Investment
❏ 50 - 100 Crore ❏ 250 - 500 Crore
❏ 100 - 250 Crore ❏ Above 500 Crore
Expected Size / Turnover of Company you would like to invest in
❏ 50 - 100 Crore ❏ 500 - 1000 Crore
❏ 100 - 250 Crore ❏ 1000 - 1500 Crore
❏ 250 - 500 Crore ❏ Above 1500 Crore
Most Preferred Exit Route
❏ IPO ❏
Buyback / Re-
purchase
❏ Trade Sale ❏ PEPE
Expected IRR :
❏
15
–
20 % ❏ 25 – 30 %

❏ 20 – 25 % ❏ Above 30 %
Tenure of Investment :
❏
3 to 5
Years ❏ 5 to 7 Years
According to you, which of the following is most attractive destination for PE
Investment :
❏ India ❏ U. S.
❏ China ❏ Saudi Arabia
What would be the reason for the same: ………………………………………..
What is the Principal of Value investing :
❏
Invest in Business we
understand ❏
Risk Aversion &
Diversification
❏
Take a Contrarian
Approach ❏
Focus on Long term
fundamentals
According to you what is the most critical Risk Factor:
………………………………………

Number of Deals Executed Per Year: ………………………………….......
List of PE Firms who filled up the Questionnaire
Sr. No. Private Equity Firms Location
1 Aavishkaar India Micro Venture Capital Fund Mumbai
2 Actis Capital Mumbai
3 Canaan Partners Gurgaon (Delhi)
4 2i Capital (India) Private Ltd Bangalore
5 3i India Mumbai
6 Apax Partners India Advisers Pvt Ltd Mumbai
7 APIDC-Venture Capital Ltd Hyderabad
8 Avigo Capital Partners Delhi
9 Baring Private Equity Partners (India) Pvt Ltd Gurgaon (Delhi)
10 BTS Investment Advisors Private Ltd Mumbai
11 ChrysCapital Investment Advisors Delhi
12 Cipher Capital Advisors Pvt. Ltd. Mumbai
13 Citibank Private Equity Ltd Delhi
14 IFCI Venture Capital Funds Ltd. Delhi
15 Redclays Capital Bangalore
16 Norwest Venture Partners India Mumbai
17 Sherpalo India Advisors Pvt. Ltd. Mumbai
18 Ambit Pragma Mumbai
19 IDFC (Private Equity) Mumbai
20 Avendus Mumbai
21 Blackstone Advisors India Private Ltd. Mumbai
22 Blackstone Cleantech Venture Partners (BCVP) USA
23 Frontline Venture Services Private Limited Mumbai
24 Artiman Capital India Pvt. Ltd. Bangalore
25 Helion Venture Partners Gurgaon (Delhi)

26 Helion Advisors Pvt. Ltd Bangalore
27 Red Fort Capital Advisors Pvt. Ltd. Delhi
28 INDIAREIT Fund Advisors (Pvt.) Ltd Mumbai
29 Morpheus Capital Partners Bangalore
30 Henderson Asia Pacific Equity Partners' London
Recommmended Marketing Plan
Branding and Leveraging Financials is important for any organization. When
it comes to Leverging their Financials,they as such do not require any kind
of assistance,So focus has been kept on how to increase the visibility of the
Opulence and become a brand with respect to other players in IB Industry.
MARKETING CAMPAIGN OF OPULENCE BUSINESS SOLUTIONS
DirectMail
Prepare andSendResearchReportsto
V.V.I.Pof IB/VC/PEIndustry.Send
Prospectusof NOVFtothe same.
Training&
Development
workshops Educatingconcernedwho happpen to
be interested in PE and I-baking
Industry increasing goodwill for
Opulence and awareness about PE
Industry
GuestLecturesat
Management
Forums,Business
Schools
Events
On anyGrand successachievedby
Opulence oranypersonal eventsin
Managementof Opulence
Print
Livemint, EconomicTimesspecially
whentheylaunchanotherseriesof
NextOrbitVenture Fund
Email
Prepare ResearchReportsandsendto
concernedinIndustry.
Generate E-mail CampaignforNoVF
and I-bankingtoconcernedChannels

Get a Genuine pool of people whocan
create E-mail Database of Concerned
or purchase fromvariousonline
databases
.Website
Simple &Precise lookof the website
Adda ResearchReporttabin the
website wherefeedyoursourcesand
reportfrom othersources
Testimonialsfromexistingclients&
currentemployeesaboutOpulence
Adda Social networkingWidget
Membershipwith
reputedfinance forums
(suchas IVCA) &
ManagementClubs
(suchas RajpathClub)
To increase visibilty ,brandvalueand
educatingthe target
Blog
Company’smanagementshouldstart
bloggingaboutM&A,PEand everthing
concerned
Companyshouldhave anOfficial blog
where theycanpost their
updates,views onPE/IBIndustry
Blogabout M&A,VC/PEDeals
TVC
Generate yourTVCad on CNBC TV
18,ET-Nowor NDTV Profitwhenyou
want to expandonNational level
KnowledgePartnership
Tie up withB-schoolsandother
researchfirmsdealinginthe same
vertical orother.
Facebook
Give linksof various researchreports
of yourownor other

Latestshappeningsof Opulence if any,
awards,rewards,recognitionsand
achievementsif any
Sectoral Happenings
Commenton breakingbusinesnews
Make connectionsonGlassdoor
Get enrolledwithFacebook Marketing
and Promote Opulence
LinkedIn
Make properconnectionsinyour
industry
Commentof dealspace of PEand
M&A
Joinvariousbusinesscommunities
FollowreputedPEFundsandI-
bankingFirms
Promote Opulence onLinkedIn
throughtheirAdvertisingcampaign
Twitter
Company'smanagementshouldhave
theirowntwitterA/c
Companyshouldalsohave their
twitterA/c
TweetaboutPE & M & A dealspace
and generate asmanyfollowers
Youtube/Vimeo
Upload VideosconcerningPEand M
& A Space
UploadVideosof opinionsof
ManagementonPE and M& A Space

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