An investment strategy must aim at growth and financial prosperity that is sustainable over the long term for all the stakeholders involved. A sustainable win-win situation for all parties involved must be the goal of a sound investment.
Trust is a very valuable economic commodity that can be leveraged for achieving sustained financial growth and prosperity. Acting out of trust creates a stable business environment that leads to financial prosperity for everyone.
Changing from our current macro-philosophy of self-interested economics to a philosophy of trusteeship is pragmatic and possible. In fact Trusteeship philosophy is more in tune with human nature than self-interested economics.
Backed by a historically strong and potentially growing GDP, increasing per capita annual disposable income and favorable age demographics, Indian business enterprises that are family owned and professionally managed present an attractive investment opportunity to fund growth capital that will yield sustainable fixed returns and equity upside over 5-7 years. At Srinidhi, we are well positioned and networked with premier Indian business families to identify and capitalize on such potential opportunities to fund growth capital.
At Srinidhi, we provide comprehensive business and investment advisory services to long standing mid-market Indian business enterprises and to India focused funds based in the US, Canada and Mauritius. With decades of experience in managing and advising private equity investments in India, and with long-standing relationships of trust with several Indian business families, Srinidhi offers to yield sustainable returns on medium to long-term investments.
Nearly two thirds of all businesses in India are family owned and operated. We have highly experienced experts who understand the intricacies of family owned Indian businesses and the methods and structures of western style private equity funds. Using our unique combination of expertise, experience and relationships we carefully identify, vet and structure investments and provide ongoing advisory services to optimize risk and return for the stakeholders.
Identifying fundamentally sound business models with a macro thematic overlay.
Providing investment advisory services with focus on right alignment of interests of management, capital preservation, and optimization of capital structure.
Identifying ideal investments that combine strong cash flow yields with attractive long term value growth
Srinidhi houses a team of specialists with 250+ man-years of local expertise combined with global investment experience that aid in risk identification, assessment, pricing, mitigation, and ultimate recovery. Our team has diversified expertise that includes Investment banking, Portfolio Management, Insurance, Corporate Law and more.
He is a principal member of the Investment Committee of Srinidhi. He has over 18 years of experience in originating, structuring and investing in credit and structured transactions. He has worked with the following corporations prior to co-founding Srinidhi:
Fortress Investment Group, NY, Managing Director, responsible for investing in $500 Million worth structured and private transactions in emerging markets
HSBC Securities USA in the ABS structuring team handling in excess of $2 Billion worth of transactions
Dresdner Kleinwort Wasserstein, NY, in the Credit Portfolio Management team responsible for $600 Million worth of loan sales and $1 Billion of structured transactions
He has triple Masters in: International Management (Thunderbird); Business Administration (Virginia Tech-Pamplin School); and International Economics (Radford) and is a Fellow Member of the Institute of Chartered Accountants of India
Chairman, General Insurance Corporation of India, then the holding company of all the 4 general insurance companies in India
Chairman, Board of Mitsui Sumitomo’s India joint venture in general Insurance (Chola MS General Insurance)
Director and Investment Committee member, Life Insurance Corporation of India
Chairman, India International Insurance co, Singapore
Chairman of Asian Reinsurance Corporation, Bangkok
Chairman, UNCTAD sessions on insurance; played a role in international policies for insurance and reinsurance development
Mr. Mony passed away on January 25, 2019
Retired Chairman, Central Board of Direct Taxes of India
First Chairman, Insurance Regulatory and Development Authority of India, which had regulatory oversight for the entire insurance sector in India
Advisor, Finance Department of the Government of Andhra Pradesh
He has been awarded the “Insurance Man of the Year 1999” for Fundamental and Dynamic Reform in the Indian Insurance Sector by the International Insurance Council of the United States of America. He is a Fellow Member of the Institute of Chartered Accountants of India
He is an experienced corporate and investment banker with more than 40 years of experience and leadership roles in global financial services companies, including the following:
Global Sector Head in Corporate and Investment Banking for HSBC Plc and Special Assistant to the CEO of HSBC Bank USA
Global Head of Specialty Finance Investment Banking for Morgan Stanley, and multi-industry head for predecessor firm
Formed and Managed Financial Institutions M&A practices for both Lehman Brothers and Smith Barney
Responsible in the past for managing several of the largest global financings in history. He has been the lead advisor on more than 75 merger and acquisitions transactions and more than $5 Billion private transactions across most asset classes and involving a range of clients from large multinationals to SME private businesses
He is also involved today as a Managing Director of Aldwych Capital Partners in New York and holds U.S. FINRA Registrations: Series 7, 24, and 63