Worldwide, banks and financial services providers are under pressure to rationalize margins and tap newer markets. They also face challenges associated with achieving speedier time-to-market and increasing frequency of product innovation in an environment where talent retention is critical. Consequently, companies seek solutions that can cut cost-to-income ratios as well as enable them to focus on core activities by outsourcing financial, investment and equity research.
At ValueNotes, Financial Services Practice (FSP) or Knowledge Process Outsourcing (KPO) division we help investment banks, asset managers, private equity, hedge funds, insurance firms, credit rating agencies, wealth management firms and address their evolving research needs. Apart from sector agnostic research, we also provide niche financial sector services, which include:
- Asset valuation, financial modelling, financial analysis, technical analysis, earnings projections
- Equity research / investment research / investment appraisals (for both sell-side and buy-side)
- Due diligence studies and report writing
- Ongoing research support engagements
- Publications on outsourcing in insurance and financial services
We have executed more than 50 one-off and more than 80 projects under continuing engagements in financial services. Some key projects include:
FTE commitment to provide investment research related support to the client’s fund managers and research team and includes varied research assignments including competitive intelligence on products, markets, competitors, trends, regulation etc.
Studied potential for online trading of US stocks by Indian investors and analyzed relative attractiveness of different partnering models. Interviewed more than 75 brokers, 200 retail investors, consultants and experts in India.
Developed in-house financial modelling templates to evaluate selected companies’ operations, financials, strategies, industry outlook, management and highlighted key issues affecting future earnings.
Estimated current and projected demand for factoring services by analyzing competitive landscape, trends, drivers, pricing and profitability of industry players, and insights from interviews with key executives.
Evaluated the brand’s image in the minds of Indian investors and potential synergies from partnering with a leading multinational asset management company. Involved more than a hundred interviews with investors, brokers, distributors and advisors.
Modelled a comprehensive financial template to enable effective financial analysis of investments in casinos. Included historical fundamental analysis, forecasting tools, valuation, scenario analysis and event impact evaluation.
