Investec India

Fund managed

Fund NameCategoryLicense
Emerging India credit opportunities fundPrivate Equity

About 

It is a leading international financial services company, Investec India supports Mid-Market Entrepreneurs, Corporates and Private Equity firms. It also provides exceptional equity analysis, ideas and execution services for investors interested in Indian equities.

Investec started its operations in India in 2010.

Key staff

Ajeeth Narayan, Head of Investec India – CEO and Founder of Investec India & have been responsible for setting up the franchise. And have more than 24 years of banking experience spread across the UK and India. He has an undergraduate degree in Engineering from IIT Kanpur, and a diploma in Management from IIM, Calcutta.

Mukul Kochhar, Head of Institutional Equities – Head Institutional Equities at Investec India. He joined Investec from Espirito Santo. Prior to this, he was Associate Director at Kotak Securities. Earlier in his career, He was an Equity Research Analyst in New York – part of a two-member top ranked IT Services team at Sanford Bernstein, and Senior Analyst covering Building Products at CIBC World Markets. He worked as a management consultant in the United States advising financial companies on automating business processes. He holds a BE from BIT, Mesra. And an MBA from IIM – Calcutta as well as from Columbia Business School, New York.

Piyush Gupta, Head of Private Credit  – He has over 25 years of experience in Indian Credit & Fixed Income markets. He was previously Md & Head of Fixed Income at JP Morgan and MD & Co-Head of Global Markets at Deutsche Bank, India.

Rambhushan Kanumuri, Chief strategy and operating officer  – He joined investec in December 2015 to spearhead the corporate finance and equity capital market division. Previously, he was a head of India M&A at Barclays. Earlier in his career, he was an Executive Director at JM Morgan Stanley and JM financial. He holds a Bachelors degree in Electronics Engineering from University of Nagpur and a masters of Management Studies from Mumbai University.

Investment Philosophy

The investment process of Investec India is to build on trust. When people entrust with their money, they in turn can trust the company to have a clear and structured strategy as to how best that money should be invested.

This strategy can be developed by a two-way process where you will be encouraged to ask as many questions as possible.

It also includes understanding personal circumstances, objectives, knowledge, experience and attitude to risk. Based on this understanding it will help us to choose the right investment objective:

  • A balanced return from your income and capital growth
  • Primarily to maximise income
  • Primarily to maximise capital growth

 The next stage in the process is to think about risk and to balance your objectives with your capacity for loss, attitude to risk and what the required levels of risks may be. FinaMetrica is a well-established, academically accredited risk questionnaire that we may ask you to complete to achieve an independent assessment of your risk profile.

It also provide ideas and execution services for investors interested in Indian equities.

Media

Investec to list on A2X

Investec Ltd (code: INL) and Investec plc (code: INP) have both been approved for secondary listings on A2X Markets and their shares will be available for trade from Thursday 16 September 2021.

Investec Limited will retain its listing on the Johannesburg Stock Exchange (JSE), the Namibia Stock Exchange (NSX) and the Botswana Stock Exchange (BSE) and its issued share capital will be unaffected by its secondary listing on A2X.

https://www.investec.com/en_in/welcome-to-investec/press/investec-to-list-on-a2x.html

EUR 215 mn agreement to finance 2 major hospitals

Investec Bank Ltd announced the signing of a EUR 215 million agreement to finance two major hospital projects in Ghana. It consists of two loans in favour of Ghana’s Ministry of Finance where Investec acted as sole mandated lead arranger (MLA) for both loans.

The first, backed by Swedish Export Credit Agency (EKN) and funded by Swedish Export Credit Corporation (SEK), is a EUR 189 million loan with a tenor of 13 years, with re-insurance from Atradius DSB. The second is a EUR 26 million commercial loan arranged and structured by Investec to cover the down payment – supported by Export Credit Insurance Corporation of South Africa (ECIC) and funded by Investec.

https://www.investec.com/en_in/welcome-to-investec/press/eur-215mn-agreement-to-finance-two-major-hospital-projects-in-ghana.html

Investec Bank Limited: US$600 million syndicated term loan facility

It has been announced a closing of a US$600,000,000 Syndicated Term Loan Facility for Investec Bank Limited (“Investec”) on 19th March 2021. It was initially launched at US$400,000,000 and been oversubscribed by almost 2.5x of the launch amount. 

The success of the deal highlights the international syndicated loan market’s continued support for Investec, especially during the continuing challenging times. 

https://www.investec.com/en_in/welcome-to-investec/press/600-million-usd-syndicated-term-loan-facility.html

Analyst Questions

  • Where do you see Investec India in next 5 years?

Prepared by Saloni Jajoo

Author

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