Fund Management

Clients use their excess funds strategically to drive growth, boost efficiency, and strengthen their competitive edge. Deploy of capital funds to improve operations and long-term performance in the following manner:

1. Investment in Innovation and R&D

  • Develop new products or services to meet evolving needs.
  • Improve existing offerings with better features or cost-efficiency.
  • Explore emerging technologies like AI, blockchain etc.

2. Upgrading Infrastructure and Equipment

  • Modernize manufacturing facilities and/or office spaces.
  • Purchase advanced machinery to increase productivity.
  • Adopt energy-efficient systems to reduce operational costs.

3. Marketing and Brand Building

  • Launch targeted advertising campaigns to attract new customers.
  • Enhance digital presence through social media, content marketing etc.
  • Sponsor events or partnerships to boost brand visibility.

4. Talent Acquisition and Development

  • Offer training programs to upskill employees.
  • Improve employee benefits to retain top talent.

5. Digital Transformation

  • Implement enterprise software (ERP, CRM, HRMS) for better data management.
  • Automate routine tasks to reduce human error and save time.
  • Strengthen cybersecurity to protect digital assets.

6. Expanding Operations

  • Open new branches or enter new markets.
  • Acquire or merge with businesses in similar line.
  • Scale production to meet growing demand.

7. Financial Resilience

  • Pay down high-interest debt to improve cash flow.
  • Build reserves for economic downturns or unexpected challenges.
  • Reinvest profits to fuel sustainable growth.

What we can do:

  • Designing and building the fund structure tailored to specific needs of the client and investors. This involves choosing the appropriate fund vehicle such as a trust, partnership, or corporation and setting special purpose vehicles (SPVs) for conducting investments.
  • Advising of capital structure and regulatory compliance to maximize tax efficiency, ease capital repatriation and comply with investor and regulatory requirements.
  • Drafting and reviewing key fund documentation like Memorandum & Articles of Association, Partnership Agreements, Trust Deeds, Offering Memorandum and Investment Policies.
  • Assisting with fund registration and liaising with regulatory authorities to obtain necessary approvals.
  • Identifying and coordinating with service providers such as fund administrators, custodians and fiduciaries.
  • Providing ongoing fund accounting, financial statement preparation and investor reporting tailored to the fund's portfolio and lifecycle.
  • Offering tax planning, compliance services and due diligence to optimize the fund's tax position and meet legal obligations.
  • Advising on government frameworks, risk management strategies and fund operational controls to improve fund management and compliance.
  • Supporting capital raising activities, valuation, performance measurement and exit strategies for the fund.