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PORTFOLIO
ADVISORY SERVICES |
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AGSL
proposes to offer discretionary Portfolio Advisory
Service (PAS) to its retail investors. The focus
will be on to providing individualised portfolio
advisory services for clients, personalized portfolios
designed to fit a specific investor’s investment
parameters. Investment advisors with their enrich
experience are able to identify and understand
the unique parameters each client has, his return
goals and objectives, time horizon, liquidity
constraints, a distinctive tax status, and most
importantly, his personal risk tolerances. AGSL
advisors have been providing non discretionary
services to its clients for years and designed
several client portfolios to fit a specific investor’s
investment parameters. |
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For
PAS, each portfolio will contain individually
selected securities, which will not commingled
(pooled) with those of other investors, ensuring
transparency and flexibility in operations. On
the proposed expansion, AGSL will be able to offer
a whole gamut of financial services and have the
flexibility of investing in other asset classes
to suit client’s needs like Mutual Funds,
Derivatives, IPOs and Insurance. Though the services
are discretionary, AGSL will throughout the process,
open lines of communication with its clients to
ensure that the portfolio remains structured to
continually meet their changing needs. As investor
profiles are dynamic, i.e. change as an investor
progresses in his lifecycle; it becomes imperative
to make suitable adjustments to the portfolio
from time to time. |
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AGSL
will render PAS in the following manner; |
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Evaluate of the
performance of the clients portfolio on a
regular basis. |
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Study new investment schemes
& opportunities in the market from time
to time. |
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Making valuable suggestions
for tax efficiency and wealth preservation. |
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Evolving a structure based
on clients' needs and which combine the better
features of one or more investment products. |
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Organization of interactive
sessions with clients to discuss the portfolio,
evaluate performance and understand their
changing needs. |
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Corporate
Advisory Services |
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AGSL’s
Corporate Advisory Division has been extensively
providing strategic advisory services to corporates.
Corporate Advisory Services include advising on
suitable funding options for corporates, corporate
strategy and structure, access to subsidies and
tax benefits, and extend to advising businesses
in difficulty on strategic and financial restructuring.
The team has an experience of over 25 years and
comprehensive expertise in valuation, negotiation
and structuring and handling sensitive discussions.
The Company has handled a number of BIFR cases
for sick companies, restructured debt, worked
on rehabilitation packages, designed corporate
structures and strategies. The Company also has
a tie-up in USA to render advisory services on
setting up overseas branches abroad. The Company
plans to have such tie-ups in other countries
to render these services across the globe. |
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Project
Consultancy services forms an important part of
the Corporate Advisory Services. The Company venture
into project consultancy has been from 1984. AGSL
has executed projects in different sectors such
as Jewellery, Textiles, Metals and Metallurgical,
Paper, Rubber, Pharmaceuticals, FMCGs, Chemicals,
Hotels & resorts, Engineering, Plastics etc.
The Company’s engagement in projects starts
from scratch i.e. right from preparation of techno-economical
feasibility report till the disbursement of term
loans and release of working capital facilities.
The scope of work includes; |
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The
Company, post expansion will continue to render
these services. With the network scope of Corporate
Advisory Services will continue to comprise of
the following services with an aim to diversify
reach at national and global levels. |
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Some
of the present clients of the Company’s Corporate
Advisory Services are: |
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Kasat
Paper & Pulp Ltd. |
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Aishloni Copper
& Alloys Ltd |
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Porwal Auto Components
Ltd. |
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Dalmia Resorts
International |
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Arfees Industries
Ltd. |
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Excel Glasses Ltd. |
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Prakash Steelage
Ltd. |
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M.B Constructions
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Anup Malleables
Ltd. |
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Balaji Coke Industry
Pvt. Ltd. |
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Sarovar Home Pvt.
Ltd. |
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Bharat Infrastructure
and Eng. Ltd. |
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DCW Ltd. |
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Ganga Pulp &
Papers Pvt. Ltd. |
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Hanjer Fibres Ltd. |
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AGSL
has also acted in the past as a Category I Merchant
Banker for advising and executing IPOs, Private
Placement of equity, advising on fund based activities
such as lease financing, hire purchase, bill discounting,
ECB financing, securitisation services etc. during
the period from 1995 to 1998. |
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The
Company has designed capital structures for companies,
drafted prospectus and related transaction documents,
filed applications, finalised agencies and intermediaries,
co-ordinated with SEBI, Exchanges, other regulatory
bodies, registrars, underwriters, advertisers,
trustees etc. Widely marketed several public issues
through intensive road shows across the country
and Dubai and also undertook underwriting of public
issues. |
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AGSL
plans to consolidate these services under Investment
Banking & Merchant Banking activities. The
services will be divided into two categories—financial
advisory under Investment Banking Services and
capital raising activities under Merchant Banking
Services. |
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The
Company’s professionals will focus on middle-market
growth clients and small enterprises which have
immense potential to grow. |
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