Alternates

Wealth Management

We help clients identify upcoming trends and sectors based on extensive in-house research and through a strong industry network of 100+ private equity (PE) funds and 50+ venture capital (VC) funds. Through a diverse alternative asset portfolio, we help in optimizing our clients’ overall investment returns.

Alternate Equity

Fund-
  • 1st ever Consumer Brands focused VC Fund in India; founded by ex-Helion Founding Partner, Kanwaljit Singh
  • Received commitments of INR 180 Cr; Key investors: Westbridge Capital, Premji Invest, Marico’s Mariwalas, RP-Sanjiv Goenka Group, Emami Ltd
  • Sourced through founders’ connect with Kanwaljit Singh; worked closely with the partners to devise the risk mitigants
  • US$100M Early Stage Venture Capital Fund, founded by former Helion Partners: Rahul Chowdhri, Ritesh Banglani and Alok Goyal
  • Received commitments of ~ $ 75 Million; key investors are SIDBI, IFC and Infosys
  • Sourced through founders’ connect with the three partners through IB deals with Helion

Other Funds

Direct Deals+

Alternate Debt

KKR India Debt
Opportunities Fund II

One of the first credit funds open for non-institutional investors in India.

USD 236 million fund focussed on structured credit situations in either promoter holding entities or companies over two to three years.

Avendus Absolute
Return Fund

Headed by Andrew Holland and Vaibhav Sanghavi, Avendus Absolute Return Fund is positioned as a Fixed Income Plus product in the market.

The fund generates absolute returns irrespective of the market conditions owing to lower correlation with equity & fixed income products.

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Avendus Structured
Credit Fund I

Avendus Structured Credit Fund I is designed to provide flexible capital to mid-market firms targeting a gross yield in the mid-teens.

The fund will mandatorily invest in deals where Avendus proprietary capital is invested by Avendus NBFC at the same terms, benefiting from in-depth diligence used for the same.

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Direct Mezzanine Debt Deals

in the hospitality and automotive companies have earned the investors Internal Rate Of Return (IRR) of

16-26%

Wealth Management
January 2020

India's Venture Capital Quotient: Anand Lunia, India Quotient, talks about emerging themes

Anand Lunia, Founding Partner, India Quotient, one of the most successful Indian VCs, talks to Avendus Wealth Management about their barbell investment strategy, upcoming themes in India's unlisted markets, and how the space is fast garnering attention from domestic investors.

View Time: 6 minutes
Wealth Management
January 2020

Why Indian families must allocate capital to global assets

Indian investors have a significant home bias while investing. More than 98% of their savings are invested in domestic markets. By contrast, US based investors tend to invest 27% in international markets while those in the UK invest about 50% of their investments overseas.

Read Time: 8 minutes
Wealth Management
October 2019

Simplifying fund selection for your investment portfolio

Fund selection is the second most important parameter, after asset allocation, when it comes to building a robust investment portfolio. It is a game of prudence, involving careful cherry picking of managers to help you achieve your financial goals, while minimizing risk.

Read Time: 3 minutes
Wealth Management
May 2019

Investment Trend Alert: An emerging market for employee shares in unlisted companies

In the early 1990s, the stock market acted not only as a primary source of financing to new businesses, but was one of the key avenues for the investor community to allocate capital.

Read Time: 4 minutes
Wealth Management
March 2018

The flight of wealth: should we worry?

Recent reports of 7,000 Indian dollar-millionaires having left the country last year have revived fresh fears about wealth drain and its trickle-down effect on the economy.

Read Time: 4 minutes
Wealth Management
July 2018

Distressed assets in India: Should you invest?

The Indian distressed assets investment landscape has come of age, and we think the time is ripe for discerning investors to step in and pick “value” assets.

Read Time: 5 minutes
Wealth Management
July 2018

Rise of owner-fund managers: implications for Indian investors

The phenomenon of the owner-fund manager is gathering momentum and this could change the face of the Indian fund management industry.

Read Time: 4 minutes
Wealth Management
September 2018

The Evolving Debt Market: Plan Your Exit Wisely, Just Like Your Investments

Over the past two decades, Indian markets have grown at a tremendous pace.

Read Time: 4 minutes

Debt

Equity

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