Neo Wealth and Asset Management’s Post

We are thrilled to welcome Rubin Chheda, Managing Director & Head of Special Situations Strategy at Neo Asset Management Pvt. Ltd., to the upcoming session at the 9th Indian Family Office Forum! With over 20 years of experience in India’s financial sector, Rubin has built a distinguished career in private credit, mid-market private equity, and transaction advisory. He previously co-founded the True North Private Credit Vertical and has led structured credit initiatives at Piramal Capital, managing investments of around 4000 crores across multiple sectors. Rubin has also worked internationally with EY, PwC in New York, and GE Capital in Chicago. At the forum, Rubin will lead the session on "Demystifying Special Situations Credit." This session will explore how Special Situations financing offers equity-like returns with debt-like safety, delivering superior risk-adjusted yields and evolving income solutions. Rubin will discuss key strategies in this growing asset class, highlighting opportunities for mid-market companies in capital structure corrections, PE exits, and last-mile financing. Join us to gain valuable insights into leveraging this exciting and emerging investment strategy. For details about the 9th Indian Family Office Forum, reach out to us at [email protected]. Participation is by invite and pre-qualification only. . . Nitin Jain | Hemant Daga | Devina Khanna | Preeti Irani . . . #CampdenFamilyConnect #IndianFamilyOfficeForum #RubinChheda #SpecialSituationsCredit #PrivateEquity #InvestmentStrategies #FinancialSector #MidMarketCompanies #RiskAdjustedReturns #DebtLikeSafety #CapitalStructure

Meet us at the 9th Indian Family Office Forum, where Rubin Chheda, Managing Director & Head of Special Situations Strategy at Neo Asset Management Pvt. Ltd., will explore Demystifying Special Situations Credit. Rubin will discuss an asset class that combines equity-like returns with debt-like safety, offering superior risk-adjusted yields. With private credit booming in India, Special Situations financing is creating new opportunities, focusing on mid-market companies through capital structure corrections, PE exits, growth, and last-mile financing. Attendees will gain actionable insights into key strategies and emerging opportunities within this dynamic asset class. Don’t miss this opportunity to explore how you can harness the potential of Special Situations Credit. To learn more about our upcoming 9th Indian Family Office Forum, reach out to us at [email protected]. Participation is by invite and pre-qualification only. . . Nitin Jain | Hemant Daga | Devina Khanna | Preeti Irani . . . #CampdenFamilyConnect #IndianFamilyOfficeForum #SpecialSituationsCredit #PrivateCredit #InvestmentStrategies #RiskAdjustedReturns #MidMarketOpportunities #CapitalStructure #FinancialInsights #RubinChheda #NeoAssetManagement

Our Director, Chethan Shenoy, shares his thoughts on the company's stellar Q1 FY25 performance, highlighting the strategic decisions and insights that led to 38% revenue growth and a ₹73 crore profit on CNBC_Awaaz. Know more: https://lnkd.in/daArpwC8 #mathematicalrevolution #financialplanning #wealthmanagement #mutualfunds #anandrathiwealth #india #indian #investment #investor #investmentideas #databacked #leadershipinsights #riskmanagement https://lnkd.in/dGivJwvt

Vineet Sukumar, Our Founder and MD, shared his views on how private credit is working as a catalyst for growth in the evolving financial landscape and turning into a critical asset class in navigating market volatility in the panel discussion “The Role of Private Credit in Portfolio Diversification”. The panel was held at the Private Credit Summit 2024 organised by Indian Venture and Alternate Capital Association (IVCA). #onwardsandupwards #privatecredit #performingcredit #capitalmarket #leadership #fintech #credit #debt #investment #financialservices #summit2024 #event

With the fantastic team that makes good Financial Planning happen! Financial Planning doesn't just involve the right selection of instruments but also involves a long term guidance on which instruments no longer serve a purpose and which Financial instruments are relevant to the current times. Business Cycle funds are such instruments which are relevant to Financial Plans that aim to add stocks having a high Financial, Valuation and Momentum strength and perform sector rotation as cycles change. It is a good partnership with Edelweiss Asset Management Limited! Recognising the wonderful team and stakeholders (L-R). Abhishek Kumar Trideep Bhattacharya,CFA Indrani Kapoor Anurag Tomar Sifti Monga, CFPCM Shilpi Sharma Kajal Saxena Tanmay Jatana #financialplanning #provittconsultants

𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐁𝐚𝐧𝐤𝐢𝐧𝐠 𝐇𝐢𝐞𝐫𝐚𝐫𝐜𝐡𝐲 𝐄𝐱𝐩𝐥𝐚𝐢𝐧𝐞𝐝! 💡 This post breaks down the typical investment banking hierarchy, giving you a roadmap to understanding this dynamic world. Learn about: The different roles and responsibilities at each level, from analysts to managing directors. How this structure fosters career growth for aspiring investment bankers. The crucial support network that keeps the bank running smoothly. Climb the ladder of knowledge and gain valuable insights. If you find this helpful! Do LIKE 👍🏻, COMMENT ✍️ your thoughts, SHARE/REPOST ✅ for your network. Don't forget to FOLLOW Utkarsh Chhapchhade, CMSA® for more premium content! #valuation #finance #investmentanalysis #valuationlessonswithutkarsh #financialmodeling #business #analysis #spreadsheets #financialanalysis #investing #equityresearch #hierarchy #investmentbanking #analyst #associate #financialanalyst #pwc #goldmansachs #jpmorgan

On long fund raising trips (when Rushabh Sheth and I are stuck with each other 🤣) we end up having some solid discussions on long termism around not only managing client and investor money, but also around managing the business. Building trust is one such long term oriented topic that usually comes up in different avatars. I learn a lot from my conversations with Rushabh, and I am sure you too will, in case you join us for the webinar on Monday, 26th Feb, 4 Pm (IST) onwards. Always “In Great Company” with Rushabh.

ARE REITs an alternative of Mutual Fund lets know.. To make your portfolio more diversified you can take help of REITs the pros and cons are mentioned in slides. I Thank Parth Verma sir and The Valuation School team for the guidance and mentoring. #finance #Equityresearch #MBA #jobs

4 types of Investment Banks for every IB aspirant [a] Bulge-Bracket Investment Banks These are the largest and most prestigious IBs on the street, typically serving multinational corporations, governments, and institutional clients. They offer a full range of services, including M&A, ECM, DCM and Leveraged Finance, across multiple geographies and with deep sector coverage. Examples include Goldman Sachs, Morgan Stanley, J.P. Morgan and UBS. [b] Domestic/Regional Investment Banks These banks operate on a smaller scale compared to bulge bracket firms and often focus on serving clients within a specific region or market segment. They engage in domestic and cross-border deals albeit with a strong focus on certain primary geographical coverage areas, and also have deep sector coverage with such geographies. Examples include Axis Capital Ltd., Avendus, Kotak Investment Banking and Arpwood Capital in India. [c] Mid-Market Investment Banks These IBs operate at a much smaller scale than the bigger bulge brackets from a transactional point of view, and may or may not operate across geographies. While there is no standard transaction size for defining mid-market transactions, usually a common practice is to consider transactions below $500m as mid-market deals. Examples include Avendus, o3 Capital, Kroll, and Equirus. [d] Boutique Investment Banks These are investment banks that tend to specialize in certain sectors, industries or services. They may offer personalized services and niche expertise in areas such as M&A advisory, restructuring, or capital raising. Boutique firms can be global as well as domestic and can operate in mid-market as well as work on big deals. Examples include Evercore, Houlihan Lokey, Merisis Advisors and Upwisery. Mid-Market Vs Domestic/Regional Banks: What's the difference? Key differentiation point lies in the nature of the comparison. Domestic/Regional IB differentiation happens from the point of contention of geographical coverage, while Mid-Market IB differentiation happens from the point of view of transaction sizes. What are the other types of Investment Banks you know? Let me know in the comments below. _____________________ Follow Udayan Nath for insightful career-related content in the domain of business and finance. #finance #investmentbanking #investmentbanker #career #wallstreet #business #students #equitymarkets #mergersandacquisitions