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With lean organizational structures and increasing portfolio sizes, most asset management firms have a need to actively manage their portfolios. This is accentuated by the introduction of stringent risk management norms. Tata Strategic offers end-to-end services for effective management of portfolios and helping companies in maximizing their returns. We partner our clients’ right from identification of fund to buy & sell strategies to valuation and due diligence of investments.

Offerings:

• Fund Strategy: Support in identification of fund and for developing buy-side strategies and sell-side strategies
• Investment Opportunity Assessment: Undertake business strategy due-diligence of company/equity/fund and recommend buy-sell based on client’s risk-return appetite
• Valuation: Develop robust models using advanced quantitative analytics for forecasting future financial to estimate valuation of investments
• Asset Allocation: Provide analysis & models to maximize portfolio returns and recommend timing of exit from investments