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Walt Capital Advisors unlocking value Finance . Business . Markets

Walt Capital Profile-May15

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Page 1: Walt Capital Profile-May15

Walt Capital Advisors…unlocking value

Finance . Business . Markets

Page 2: Walt Capital Profile-May15

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

Page 3: Walt Capital Profile-May15

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

Page 4: Walt Capital Profile-May15

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

Page 5: Walt Capital Profile-May15

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

Page 6: Walt Capital Profile-May15

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

Page 7: Walt Capital Profile-May15

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.

Page 8: Walt Capital Profile-May15

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.

Page 9: Walt Capital Profile-May15

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

Page 10: Walt Capital Profile-May15

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