Corporate Presentation for PRP Professional Edge

Corporate Presentation

for

PRP Professional Edge

Content & Information in this presentation is Private & Confidential

PRP

Professional

Edge as a

Company

2Strategies for Growth

SEBI Registered Merchant Banker

SEBI Registered Investment Advisor

Expertise in Fundraising/Fund placement on both sides of

the Balance Sheet

INR 96,000 Crores ($12.07 Billion) raised in cumulation

across Financial instruments until December 2020

Top 10 DCM Arrangers in 2015 & 2016 (‘Prime Database’)

Wealth Assets under Advisory (2019) - INR 16,000 crores ($2

Billion)

Operational Locations: Delhi NCR, and Mumbai

Strategies for Growth

Vision and

Mission

“Whatever you can do, or dream you can, begin it. Boldness

has genius, magic and power in it !” – Goethe

Vision

“Being innovative in our products, valuable in our advice

and superior in our service, we aim to create and sustain

a lifelong relationship with our clients.”

Mission

“To make sure people feel confident about their financial

future”

3

PRP 2025

Amongst the top 10 Investment Banking firms in India

Leading Wealth Management Firm across Retail and

Institutional Houses

Leading Online Investment Platform to help Investors

Robo Invest on the go with the niche & experience of a

qualified Institutional Advisor

In-house Debt - Equity PMS/AIF with a gross AUM of

INR 1,000 crores each

Spanning across 8 Tier 1, 10 Tier 2 & 10 Tier 3 cities with

presence of Investment Professionals on the go


Mobilization

since

Inception

5

Assets raised cumulatively since 2013


PRP 2022


1000+

Clients

Assets Under

Management as

of Mar’2020*

Assets Under

Advisory as of

Mar’20*

$ 100 Million

$ 2.0 Billion

Cumulative

Work

Experience

800 Years +

Projected Revenue

FY 20-21

$ 10 Million

Team size

30

Plans up to March 2022

Across Both sides of the Balance Sheet

SDLS

Bonds

Infrastructure

Bonds

Mutual Funds

Alternative

Investment

Product

Secondary

Market Bonds

Trading

Fixed Income

& PF Desk

Investment

BankingDebt Capital

Markets

Wealth

Management

Public Equity

Private Equity

Advisory

Merger &

Acquisition

Advisory

Equity Capital

Markets

Stake Sale-

Listed and

Unlisted

Securities

Seed Funding

/Growth

Funding

Loan

Syndication

Fixed Income

Commercial

Paper

Non-

Convertible/

Convertible

Debentures

Structured Debt

Term

Loan/Project

Loans/LAP/

LAS etc.

Equity/Commo

-dity Linked

Debentures

Commercial/

Residential

Property

Investment

Offshore Funds

Venture Capital

Fund Offerings

Capital

Protection

Funds

Other

Structured/

Tailor made

products

Our 4

Verticals


Merchant/

Investment

Banking

8

Corporate Bonds, Non-Convertible Debentures

Commercial Papers/Certificate of Deposits

External Commercial Borrowing/FCCB's/ Masala Bonds/Green Bonds

Perpetual Bonds

Tax-Free Bonds

T-Bills/Government Securities/State Development Loan

Preference Shares

Asset-Backed Securities/Mortgage-Backed Securities/CDSO’s/CDO’s

Structured Corporate Papers/Products

Structured Debt to our corporate clients

Term Loans/Structured Project Financing/ Margin Funding

Loan against Shares, Loan against Property, Lease Rental Discounting

Loan Syndication

Credit Default Swaps/Interest Rate Futures


Debt Capital Markets (Listed & Unlisted)

9

IPO

FPO / Rights Issue/ QIP

Secondary

Private Placement, Preferential Allotment

Buybacks

Open Offers

Vertical Splits, Consolidations, Delistings

Derivatives / Block Trades

FII/DII

ICO’s

Buybacks

Hive-offs, Stake Sale

OFS

Bonus Issues


Equity Capital Markets – Listed Securities

Merchant/

Investment

Banking

10

Private Placement

Private Equity / Venture Capital Funding / Start-up funding

Seed Funding /Growth Funding

Stake Sale

Pre-IPO Placements / PIPEs

Exits / JVs / Strategic Alliances


Equity Capital Markets – Unlisted Securities

Merchant/

Investment

Banking Debt/Equity/Capital Financial Advisory

Stressed Asset Funding – Debt & Equity

Debt/Capital Restructurings

Mergers & Acquisitions (Buy Outs, Exits, Strategic Alliances/JVs)

Strategic/Business Corporate/Project Advisory

Corporate Valuations

Advisory Services

11

Launching our own PMS to provide the necessary value add to our esteemed clients.

Stellar team in place, FM has an overall experience of 34 years including 14 years as

Head of Equity with a Life Insurance Company.

Fundamental Equity research to be the backbone of stock selection.

Introducing two funds – PRP India Opportunity Equity Fund and PRP Defensive &

Responsible Equity Fund.

Fund I to be a focused growth fund with about 25 high conviction ideas.

Fund II Selected companies in addition to good ESG scores, have exhibited stability

in earnings and lower volatility.

Committed to be transparent. Investment rationale for each stock in the focused fund

shared with investors.

PMS license applied for & receiving SEBI approved status.

Entering into an agreement with a large commercial bank for custodial and fund

accounting services.


Introducing PRP Portfolio Management Services

Portfolio

Management

Services


Family

Office

12

Services (Wealth Management)

Institutions

&

Corporates

UHNW/

HNW

Individuals

Asset Allocation & Fund Advisory

across Financial / Investment

products

Offshore / Onshore Vanilla &

Structured Investments

Portfolio Management Services across

Debt & Equity Structures

Equity & Debt Capital Market

Syndication

Liquidized Remittance Scheme (in a

family of 4 , $1 million can be

Remitted outside India)

Discretionary / Non-Discretionary

Services

Tax, Will & Estate Planning

Fundraising across Investable structures

Leverage against Investment Securities

Online Paperless Investment across

Investment products

Tax, Will & Estate Planning

Family Planning / Retirement Planning /

Debt Advisory

Corporate Restructuring / Pension Fund

Desk / Investment Banking & PF Advisory

Fundraising across Investable structures

Treasury Solutions for higher post tax yields


Wealth Management

Our

Process-

Robust

Process

Designing

and

Complying

• .

DISCOVERY

MEETING

Discuss

Values, Goals

and Current

Investments

Status

INVESTMEN

T PLAN

MEETING

Present a

comprehensive

analysis of

current

investments,

risks

associated,

expected

movements

pertaining to

current market

scenario

COMMITME

NT

MEETING

Both parties

understand

their

responsibilities

and see values

in establishing

a relationship

FOLLOW UP

MEETING

Present

detailed

recommended

investment

plan, asset

allocation, and

respective

products,

Assist in

execution

REVIEW

MEETINGS

Provide

performance

measurement

and track

progress

towards goal

on a regular

basis. Re-

balance

portfolio if

required

INVESTMENT PLAN & POLICY STATEMENT

Diagnosis of current situation, our recommendation

on holdings and GAP analysis

EXECUTION & ADVANCED PLANNING

Our team continues the diagnoses the portfolio

health and keep our clients updated

Treasury & Asset Management

Private Equity/ VCF/ Mergers & Acquisition

Advisory

Bonds/ Infrastructure Bonds/ Commercial Papers/

Certificate of Deposits/ Convertible & Non-

Convertible Debentures/ Direct Equity/ Commodity

Linked Debentures

Mutual fund/ AIF/ PMS Distribution

IPO's/ QIP's/ Rights Issue/ Buybacks/ ICO’s

IPO's/QIP's/Rights Issue/Buybacks/ICO’s

Bond Issuances/Capital market public-private

Issue

External commercial Borrowing/FCCB’s/

Masala Bonds/ Green Bonds

Loan Against Shares, Loan against property,

Lease Rental Discounting

Stake Sale - Listed and Unlisted

Securities/FII/DII/Seed Funding Boot Strap

Funding/Growth Stage

Term Loans/ Structured Project Financing/

Margin Funding

Fund Placement


Fund RaisingCorporates

14

Client Segment (Corporates)


Mutual Fund/AIF/PMS-All Asset Class

Distribution of all products of all asset classes

Fund placement into tax efficient structures for

enhanced post tax returns

Distribution of all products of all asset classes

Convertible & Non-Convertible Debentures/ T-

Bills/ Government Securities

Direct Equity, Real Estate, Corporate

Restructuring, Investment Banking

IPO's / QIP's / Rights Issue / Buybacks/

ICO’s

IPO's / QIP's / Rights Issue / Buybacks/

ICO’s

Bond Issuances / Capital market public-private

Issue

Stake Sale-Listed and Unlisted

Securities/FII/DII-FP

Mergers & Acquisitions

Stake Sale - Listed and Unlisted Securities / FII

/ DII-FP

Fund Mobilization /Structured Debt/Private

Equity Advisory/Perpetual Bonds/Tax-Free

Bonds

Offshore Funding

15

Client Segment (Institutions)

Fund Placement Fund RaisingInstitutions

Our Clientele

Corporates

Jubilant Life

Sciences Ltd.

Dalmia Cement

(Bharat) Ltd.M&M Financial

Services Ltd.

HCL

Infosystems Ltd.

International

Tractors Ltd.

L&T Financial

Services Ltd.

InterGlobe

Enterprises

Hero

MotoCorp Ltd.

PTC India Financial

Services Ltd.

Petronet LNG

Ltd.


Muthoot

Finance Ltd.Kohler India

Corp. Pvt Ltd.

PNB Housing

Finance Ltd.PFC India Financial

Services Ltd.

Indian Renewable

Energy Development

Agency Ltd.

STCI

Finance Ltd.

IFCI Ltd.

Janalakshmi

Financial Services

Ltd.

LIC Housing

Finance Ltd.

Hero Housing

Finance Ltd.

JM Financial

Credit Solutions

Ltd.

Our Clientele

Institutions


Aadhar Housing

Finance Ltd.

Piramal Capital &

Housing Finance

Shriram Transport

Finance Co. Ltd.

Food Corporation

of IndiaIndian Oil Corp.

Ltd.

NAFED PF

TrustDalmia Group

Navodaya

Vidyalaya Samiti

Our Clientele

PF Trusts


Kendriya Vidyalaya

Sangathan

WAPCOS

Limited

Contact us

PRP Professional Edge Associates Private Limited(SEBI Registered Merchant Banking License No.: INM000012786)

(SEBI Registered Investment Advisor License No.: INA100014578)

Corporate Office: Eros City Square, 5th Floor, Rosewood City,

Sector 49-50, Gurugram - 122018, Haryana, India

Phone: +91 124 4249000, 4184857-58

E-Mail: [email protected]

Website: www.prpedge.com

Branch Office: 1010, 10th floor, Sahar Plaza, Meadows,

Andheri - Kurla Rd, Bhim Nagar, Andheri East,

Mumbai, Maharashtra - 400047, India

DISCLAIMER: - The Market information contained are extracted from different public sources and does not represent views / opinions of PRP Professional Edge Associates

Private Limited. PRP does not guarantee the accuracy, adequacy or completeness of any information and is not responsible for any errors or omissions or for the results obtained

from the use of such information. All reasonable care has been taken to ensure that the information contained herein is not misleading or untrue at the time of publication. This is

not a sales literature and all the information are for the information of the person to whom it is provided without any liability whatsoever on the part of PRP Professional Edge

Associates Private Limited or any employee thereof.


Corporate Presentation for PRP Professional Edge

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