walt capital profile-may15
TRANSCRIPT
Walt Capital Advisors…unlocking value
Finance . Business . Markets
About Walt CapitalCommitted to Client Success as Trusted Advisor
Pre-eminent Focussed Business & Financial Advisory Services organization
Leadership Team with rich experience of working as Senior Management at Large & SME Corporates
(Birla’s, Jindal’s, JK’s, Honda etc.), Foreign & Domestic Banks/ NBFCs (Bank of America, IDBI, ITC
Classic Fin) and Global Consulting Giants (Deloitte, KPMG etc.)
Multi-industry & Multi-disciplinary Successful Result-oriented Pragmatic Team
Efficiently amplified by Unequivocal Network Strength
Service Verticals – Corporate Advisory and Personal ALM Advisory
Corporate Advisory Services – Financial Advisory, Business Advisory and Markets Risk Advisory
Personal ALM Advisory Services – Comprehensive Personal/Family Assets & Liabilities Management
(ALM)
Global Presence – Offices in India and Canada & North America
The core of Walt Capital….
Our vision is to position ourselves as an integrated trusted personal advisor
to the key management of clients we serve. We drive ourselves to be
committed to the growth of our constituents in their marketplace. We aim
to be the number one reputable partner of first choice. This means driving
our team to progressively and consistently challenge their best in terms of
reliability, efficiency, effectiveness and responsiveness.
We respect the trust imposed in us
We are committed to our constituents
We lead by example
We work and achieve as a team
We are passionate about everything we do
We act with integrity, professionalism, and accountability
Our strategy is to deliver tangible results desired by our clients
through our team, who translate their depth and breadth of global
and local business & financial knowledge & expertise into
implementable results by leveraging our unparalleled market reach.
…it’s
vision
…it’s
strategy
…it’s Values
Walt CapitalCorporate Advisory – Service Suite
• Debt Advisory
• Equity Advisory
• Inorganic Advisory (Mergers & Acquisitions/ JVs/ Strategic Alliances/ Divestitures)
• Treasury/ Cash Flow/ Wealth Management
• Growth Strategy
• Shareholder Value Creation
• Cross-border Strategy
• Restructuring Strategy
• Go-to Market Strategy
• Operations Management
• Cost Reduction
• Working Capital Management
• Project Management
• Foreign Exchange Risk Advisory
• Interest Rate Risk Advisory
Financial Advisory Business Advisory Markets Risk
Advisory
Walt CapitalPersonal Assets & Liabilities Management (ALM) Advisory - Service Suite
(customized for Corporate Promoters/Owners & Senior Corporate Executives)
• Equity Shares
• Mutual Funds Eq & Debt
• Bank/ NBFC Deposits
• Corporate Deposits
• Insurance Products
• Structured Products
• Currency & Commodities
• Real Estate – Primary & Secondary
• Tax Saving Investments
• Home Loans
• Loans against Property
• Loan against Shares
• Gold Loan
• Personal Loans
• Auto Loans
• Commercial Loans
• Equipment Finance
• Promoter Funding
• Tax Saving Planning
• Periodic Tax Compliance
• Tax Return Filing
• Representation to Tax authorities
• Statutory & Regulatory Filings
Assets/ Wealth
Advisory
Liabilities/ Debt
Advisory
Tax & Compliance
Advisory
Walt CapitalConsolidated Team Experience
Financial Advisory
• INR 20 billion+ Mergers & Acquisitions advised
• INR 50 billion+ Equity arranged
• INR 110 billion+ Debt Syndication
• INR 5 billion+ ADR/ GDRs/ AIMs Listing managed
• INR 5 billion+ Assets/ Wealth Managed
Business Advisory
• INR 15 billion+ Business Restructuring & Turnarounds advised
• INR 25 billion+ New Market Creation & Penetration advised
Markets Risk
Advisory
• USD 10 billion+ Foreign Exchange, Interest Rates, Price Hedges Structured & Executed
Walt CapitalUnique Network Strength
Walt Capital
FIs, FIIs,Banks,NBFCs
Industry(CxOs)
Mutual FundsReal
Estate
PE / VC/ QI
Credit RatingLegal
Research
Media
Stock Exch.
& Brokers
Central /State
Ministry &
Govt.
Walt CapitalLeadership Team
• Satya Narain, ChairmanSatya (56 years) is the Chairman of Walt Capital andguides its execution teams. He is a qualified and seasonedbusiness/ industry and finance professional with over 30years of corporate industry experience at CxO levels withlarge & emerging domestic and global corporations, likeBirla’s, JKs, Honda, and Jindal's. He has rich experiencein multi-disciplinary areas with wide range of industrieslike energy, infrastructure, construction & real estate,telecom, IT, industrial products, automobiles, metals,consumer products, and logistics. He has worked acrossthe breadth and depth of domestic & global business andfinance, including but not limited to funds mobilization,financial management, business strategy, corporaterestructuring, business health appraisals & revival.
• Anup Gupta, MD & CEO
Anup (42 years) is the Managing Director & CEO ofWalt Capital and leads its execution teams. He is a highlyqualified and mature banking, finance, markets andconsulting professional with over 20 years ofcomprehensive banking, financial services & consultingexperience of working at senior levels at Bank ofAmerica, IDBI, Deloitte, and ITC Classic Finance Ltd.He has a rich multi-facet hands-on experience in areaslike Global Markets, Corporate & Investment Banking,Project Finance, Structured Finance, Treasury, Currency& Rates risk management, Merchant Banking andbusiness & financial strategy consulting. He has workedas a service provider to large number of corporateclients across client segments & industries.
Why Walt Capital…
Our Leadership Team Direct
hands-on involvement.
Deliver Tangible Results
Long-term Partner in your
Success & Failure
Grow with you & not at your
expense
Trusted Personal Advisor
Unequivocal Market Place
Network Strength
Unique Blend of Industry,
Financial Services & Consulting
Experience
Exceptional Professional
Customer Service
Tangible, Professional &
Personal
Walt Capital Advisors Private Ltd.– Coordinates…
• India
Corporate Office:
S-48, Greater Kailash 1, Adjacent Nehru Place,
New Delhi 110048 (India)
Email: [email protected]
Tel: +91-11-6597 0200
• Canada & North America
International Office:
4 Fleming Crescent,
Toronto, Ontario M4G2A8 (Canada)
Email: [email protected]
Tel: +1 647 203 3601
This material has been prepared by Walt Capital Advisors Private Limited (“Walt Capital”), on a specific request from you and contains
confidential information. The information contained in this material is intended solely for you, thereby any disclosure, copy or further distribution
of this material or the contents thereof may be unlawful and is strictly prohibited. This material is just for discussion purposes and does not
constitute a binding agreement, which has to be executed separately.
Copyright 2015 Walt Capital Advisors
Satya Narain (Chairman): +91 99711 43330
Anup Gupta (MD & CEO): +91 98112 10495