Since it was set up nearly two decades ago, our Institutional Equity Desk has grown exponentially. Today, we are doing business with each and every major financial institution, bank and mutual fund in India, along with a large number of Foreign Institutional Investors (FIIs). Our Institutional Equities Desk comprises two functions – namely, Sales and Dealing. The Sales team, whose primary responsibility is client servicing and business acquisition, acts as a liaison between the Dealing team, our Research desk and the Client. The Dealing team is responsible for the accurate execution of orders placed by our institutional clients and for providing the latter with real-time market inputs. The Institutional Equities Desk coordinates with the Research Department to provide world-class services to this very demanding group of customers.

Our Retail business is the backbone of our company and owes its success largely to the emphasis laid on building steady, long-term relationships – some of which have lasted longer than three decades. The firm currently services over 20,000 registered clients throughout India with the help of 15 branches and several associates.

A recent addition to our bouquet of products, our portfolio management service is designed keeping in mind the needs of our High Net Worth customers. The service offers a complete end-to-end solution for customers who are looking at maximizing their returns through expert fund management.

This dedicated desk addresses the various needs of our many NRI clients settled all across the globe. We believe that most clients settled abroad need special attention for the many compliance and tax related regulations enforced in India. We strive to provide comprehensive solutions to their many needs through expert empirical advice and perspectives drawn from 20 years of experience in handling this class of customers.

With a team comprising resourceful and highly qualified experts, this desk helps many leading Indian corporate houses and banks better manage their treasury functions in order to maximize their returns. The firm enjoys an excellent reputation with this group, as well as sound, long-standing relationships which it strives to enhance – while establishing new ones – through excellent service and expert advice.

Through its depository services the firm offers its customers smooth, seamless, efficient and paperless settlement of all trades and transactions undertaken by them.

The distribution business of the firm mainly deals with distribution of many third party investment products, namely mutual funds, IPOs, and saving instruments. The firm enjoys a sizeable amount of Assets under Management with all leading mutual funds in India and is a preferred distributor for most of them. The desk also has a mutual fund-specific research team, which tracks and analyses in detail, performances of different funds in different categories. The team also consists of a highly competent sales staff that methodically studies each client's requirement and offers him an ideally suited solution.

This division of the firm deals mainly in debt instruments such as government securities, corporate bonds, state government bonds, etc. The desk deals with mainly provident funds, gratuity funds, pension funds, trusts, banks, and Primary Dealers. The firm is also a member of the WDM segment of the NSE and caters to many Institutional clients such as banks and Primary Dealers.

The company is a member of the Multi Commodity Exchange and offers its customers a trading opportunity in all different commodity classes.

We do not claim to be the premier equity research house in the country, but we pride ourselves in being an idea based research outfit with a “bottoms up” approach - and the best in the league. Our Research caters to both Institutional and Retail Clients. Our brief is simple: identify good businesses with decent management at a reasonable price. The process involves identifying good businesses, meeting the management, analyzing the balance sheet and recommending the idea to a client. In the past year we have met about 200 companies across the country. Though we follow a bottoms up approach, we have a team of six analysts, each specialising in different sectors.