EQUITY

LONG-TERM INVESTMENT FOR CAPITAL GROWTH

Through its membership as a broker with both NSE (National Stock Exchange) and BSE (Bombay Stock Exchange), MEL provides clients a platform to invest/trade in listed equities on these exchanges.

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Investing in equities is the best bet to fight inflation as it is a source of long-term wealth creation which is also liquid in nature when compared to other asset classes. For those seeking higher returns on their savings, this asset class is a must in any portfolio.

Why MEHTA?

• A one-stop solution for your investments, Mehta provides all equity products available in the Indian capital markets.
• Cumulative experience of over 25 years in investment & advisory services
• Focuses on indepth research ensuring whollistic and 360 degree analysis

DERIVATIVE

A FINANCIAL INSTRUMENT HEDGING AGAINST RISK THROUGH UNDERLYING ASSETS

Derivatives trading is a few steps ahead of Equity trading & carries a slightly higher risk-reward element. A derivative is a security (a contract) between two or more parties, with a price that is dependent upon or derived by fluctuations in one or more underlying assets. Derivatives segment can be used in risk management to hedge a position, protecting against the risk of an adverse move in an asset. As investments in derivatives are made using leverage, they are often used to greatly enhance the returns of the portfolio.

Why MEHTA?

• Vast experience in Indian capital markets
• Hand holding approach for investors to earn a better return by using Derivatives trading strategy
• Using tactical asset allocation objectives of a portfolio
• The team effectively creates a diversified portfolio by investing in derivatives

currency

TRADING OF INTERNATIONAL CURRENCIES

This market is highly liquid, globally accessible 24 hours-a-day market and is not completely affected by the stock markets. We provide clients the platform to buy, sell and hold different currencies in the foreign exchange market and trade using our highly experienced team. This trade has lower costs involved due to low level of spreads hence resulting in cost reduction for the trader. One can leverage through margin which is maintained with a broker while trading in this segment, thus large transactions can be executed with lesser amounts of cash in hand.

Why MEHTA?

• Dedicated desk for currencies segment with vast experience in forex markets

commodity

tRADING OF COMMODITIES PRODUCTS

Commodity trading focuses on purchasing and trading in gold, silver and other metals and select agricultural commodities such as grains, pulses, spices, oils and oilseeds. It usually involves trading of commodities futures contracts in an attempt to generate profit from the fluctuation of market prices. For those who want to diversify their portfolios beyond shares, mutual funds, bonds and real estate, commodities are the best option for investments, today. Mehta Group is registered with ICEX – the first exchange in the world to launch diamond derivatives trading.

We are registered brokers with MCX / NCDEX EXCHANGE.

Diamond investment is reliable, time – tested and a transparent trading platform which is internationally acclaimed and promises assured quality. You can invest as low as 1100, 1700, 3500 rupees per month to own your piece of shine with world’s first diamond derivative exchange.

Why MEHTA?

• Capitalized experience of over 25 years in investment & advisory services
• One-stop solutions for all investments
• Successfully maintained long-term relationships with all capital market Intermediaries

initial public offerings / BOND

INVESTMENT INSTRUMENTS FOR HOLDING SHARES IN COMPANIES

An Initial Public Offerings is the first sale of shares by a company to the general public and generally, the money is raised by issuing either debt or equity funds. Every investor has the option to apply for and receive the IPO shares in physical form or Demat form as they wish.

Mehta has been an active player in the ipo market since late 90s.

Bonds are an investment instrument which makes the investor a creditor & the company is obliged to pay the principal with the interest and is very commonly known as Non-Convertible Debentures or NCDs. In short, they are virtually debentures issued by the company but they cannot be converted into shares & hence they are termed as non-convertible.

Why MEHTA?

• Capitalized experience of over 25 years in investment & advisory services
• One-stop solutions for all investments
• Successfully maintained long-term relationships with all capital market Intermediaries
• Strong in-house research team who are specialized and experienced in identifying early trends and building strategy to generate better alpha to our investors.

WEALTH MANAGEMENT

Having served over 1,00,000 clients over the last 25 years, our team has witnessed all types of bull and bear markets and strongly believe that in-order to protect oneself from the volatility and to generate returns consistently one needs an effective wealth manager. We offer Wealth Management services to all our clients and work very closely with each client to understand their long-term and short-term goals and thereupon provide them a variety of investment opportunities. Our work doesn’t end there, from advising to executing to monitoring/evaluating we maintain a very proactive approach towards the wealth management aspect for our investors/clients.

MF DISTRIBUTION

ALLOCATION OF CAPITAL GAINS TO INVESTORS

Over the period of time we at Mehta Group have pioneered a way of analysing mutual funds by developing our proprietary research methodology. We evaluate each category of funds and ranked them. The universe is of top ten Asset Management companies (AMC) based on AUM. We evaluate all the categories of funds from these AMC are based on their track record (of last 10years). We also consider the size of particular scheme (in terms of AUM), and rank them based on their multiple year returns (quartile ranking methodology). Schemes generating top scores form a part of our recommendation. This way we are also able to rank many mutual fund schemes that are not rated by others. This list is dynamic and reflects the best possible return potential of the funds for long term investment horizon. This ranking can be used for reviewing different holdings in your fund portfolio. The objective of this exercise is not to find the best performer in the short term but to find the consistent performer in the long run.

Why MEHTA?

• Strong in-house research team
• Goal based investment planners
• Strong domain knowledge in Mutual Fund industry
• Process driven organization
• Staggered investment approach

ALTERNATIVE INVESTMENT FUND Sistema Asia Fund India Ventures
Somerset Indus Healthcare India Fund

STOCK INVESTMENTS IN SMALL AND MEDIUM SCALE ENTERPRISES

Mehta Group, in its endeavour to provide its clients with some exceptionally unique and strategically interesting opportunities will keep collaborating with some of the best AIF’s available in the Indian Market. These opportunities can provide clients with above average returns. AIF’s provide market (capital markets) linked opportunities (AIF III) and there are non-market linked opportunities (AIF I and AIF II- that deal in venture funding, debt, paintings, wines, arts etc).

Sistema Asia Fund India Ventures:

In 2018, we collaborated with Sistema Group for its India focused AIF – Sistema Asia Fund India Ventures, a $120Mn ‘Series B’ Venture Fund which invests in Consumer-Tech and Enterprise-Tech enabled start-ups at a growth stage.

Mehta, being an exclusive partner raised the entire money from India for the fund from its HNI and Corporate network.

Why MEHTA?

• Sistema Asia Fund India is a Securities & Exchange Board of India registered category II Alternative Investment fund (AIF).
• Mehta is the exclusive partner with Sistema (A Russian Conglomerate with interest in Telecom, Retail, Real Estate, Technology, Healthcare etc.) for this fund
• Invests in Series B+ rounds of technology enabled portfolio companies located in
• India with gateway platform between India / SEA and Russia / Europe
• Mid-Stage Investing is Under-Represented in India and offers an Attractive Playing Field.
• Experienced Team Has a Unique Blend of VC Investing, Operational Build-up and M&A Skills.

PMS Disclosure Document

FUND PORTFOLIO MANAGEMENT THROUGH CALCULATED INVESTMENT DECISIONS

Every investor must expose his portfolio to this product that is widely available in the market. The PMS industry is almost 2 decade old and some players in the industry have shown outstanding return opportunities created by their PMS. Our Wealth experts do not believe in distributing all PMS available in the market, but like to work with just a select 3/4 PMS schemes in the market, where our conviction on the strategy and the team leading it, is extremely high. Depending on the clients need and goals we provide them with an appropriate PMS scheme.

Mehta Multi-Focus Strategy PMS – ‘PMS-MMFS’

With over 25 years of experience in the Indian Capital Markets and having witnessed the many cycles of the stock markets we have started our very own PMS Scheme called MMFS. Lead ably by Mr. Samridh Poddar and Rajat Mehta backed by a solid group of advisors, MMFS aims to provide tailor made solutions for each of its investor.

WHY MEHTA?

Over last 3 decades Mehta Equities Ltd has successfully build a strong research team which has identified multiple opportunities and advised its clients which have resulted in creating multi-bagger returns.

Investment Banking

Financial Services business allows us to understand and work across several sectors, thus helping us in developing a strong business acumen and ability to assess existing macro and micro conditions in and around any organisation. Over the last 25 years, we have constantly used our experience to help small and medium enterprise grow manifold by utilising this experience and capability. With a dedicated team of highly qualified professionals backed with an industry experience of over two decades, our Investment Banking operations offer:

corporate advisory

sERVICE ADVISING BUSINESSES PROSPECTS TO A CLIENT, WITH THE
AIM OF ADVANCING THE COMPANY

Mehta Group, engages with several corporates and businesses of different size and scale to provide them some very out-of-the-box financial and management solutions to scale up or turn-around their business. We back them with all our resources and network to ensure a 100% result on such an assignment. Our constant effort to create a lasting relationship ensures that we are the client’s first preference for all their financial needs.

Why MEHTA?

• Capitalized experience of over 25 years in investment & advisory services,
• Known for Nurturing and rewarding relationships.

Mergers & Acquisitions

Our relationships both at corporate level and on the domestic/international funds side, accelerates our ability to find a potential opportunity in mergers and acquisition. Backed with a dedicated and experienced team, we assist several corporates in their acquisition goals and strategy by finding a suitable match at the same time also help execute a potential merger opportunity in the market.

Private Equity

Whether a company/corporate is in the lookout for a capital, strategic or financial investor or whether a fund is looking for an investment in a particular sector or company, we have the long-standing relationships with all such top global and domestic private equity players and companies across several sectors across India. We play the bridge between these funds and companies help them transact an opportunity by creating a win-win for all scenario. Our team handles the entire transaction from the beginning till the end which involves all aspects of structuring, negotiations and execution.

Debt Syndication

For a rapidly growing economy like ours capital available at attractive costs is the most important raw material that will act as a catalyst for any company to grow faster. We have consistently helped several clients in need of debt due to our long-standing relationships at various Institutions domestic and global, Banks, NBFCS and Debt Funds.

Structured Finance

clients with unique issues sometimes need unique solutions; we have been able to execute several such situations by helping structure transactions very uniquely. There are several funds and institutions that have flexible and special situations fund that can be brought to such companies and we have the relationships, experience and ability to deliver.

Loan Against Shares (LAS)

PLEDGING SECURITIES FOR AN OVERDRAFT FACILITY

Our NBFC (Non- Banking Financial Company) offers clients an overdraft facility which is pledged against financial securities/collaterals like shares, units and bonds. These shares/securities are merely pledged and not sold failing repayment on such facility, and the borrower continues to enjoy the benefits of rights, bonuses and dividends earned on such shares/securities. There is a pre-defined eligibility criteria for availing of such a facility which depends on the value of the securities offered as collateral and quality of collateral.

Why MEHTA?

• Capitalized experience of over 25 years in investment & advisory services,
• Known for Nurturing and rewarding relationships.

Margin Funding

BORROWING MONEY FROM BROKER TO PURCHASE STOCK

Margin Funding, also called as ‘buying on margin’ is a short-term method of buying shares that involves borrowing a part of the sum needed from the broker executing the transaction. The collateral for the loan is normally securities in the investor’s account.

Why MEHTA?

• Capitalized experience of over 25 years in investment & advisory services,
• Known for Nurturing and rewarding relationships.