India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Event-Driven

<p>We recently wrote a report on IDFC bank's (IDFCB) proposed merger with Shriram group <a href="https://www.smartkarma.com/insights/idfc-shriram-group-merger-a-sweet-deal-for-idfc-bank-shareholders" target="_blank" data-smartkarma-citation="insights:12035">IDFC- Shriram Group Merger, a Sweet Deal for IDFC Bank Shareholders</a> that eventually got called-off due to a disagreement in valuation. Shriram group, the bigger of the two entities, did not agree to the swap ratio proposed by IDFCB, thereby scrapping the deal.</p><p>In a fresh turn of events, IDFCB found a new partner in Capital First Ltd (CAFL) which is one of the fastest growing NBFC in the country with an AUM of…</p>

We recently wrote a report on IDFC bank's (IDFCB) proposed merger with Shriram group IDFC- Shriram Group Merger, a Sweet Deal for IDFC Bank Shareholders that eventually got called-off due to a disagreement in valuation. Shriram group, the bigger of the two entities, did not agree to the swap ratio proposed by IDFCB, thereby scrapping the deal.In a fresh turn of events, IDFCB found a new partner in Capital First Ltd (CAFL) which is one of the fastest growing NBFC in the country with an AUM of…

IDFC Bank-Capital First Merger, Win-Win for Both Entities

IDFC Ltd

IDFC Bank-Capital First Merger, Win-Win for Both Entities