OUR EXPERTISE
- Loan Against Securities (Portfolio Financing) - Listed & unlisted stocks
- Promoter Financing
- Holdco Financing
- Pre-IPO private placement - Mainboard & SME
LOAN AGAINST SECURITIES
POTENTIAL BENEFICIARIES
- Stockbrokers
- UHNIs
- Investors
- Entrepreneurs
- Promoters
END USE EXAMPLES
- Investments in capital markets
- uel business expansion or growth
- Cover marketing expenses/ administrative expenses
- Investments in other asset classes such as real estate
PRODUCT DETAILS
| Facility | Loan Againt Securities |
| Facility type | Line of Credit (interest chargeable only on utilized amount and not on sanctioned amount) |
| Borrower | Individual/ Proprietorship/ Partnership/ Private Limited Company or any other legal entity |
| Security | Portfolio of listed stocks, Mutual funds or any other listed instruments which are liquid in nature |
| Amount | Starting from INR 10 Cr. |
| Tenure | 12 months (automatic renewal every year) |
| ROI | 8% - 12% p.a. (actual pricing is determined by quality of portfolio and financial health of borrowers) |
| LTV | Up to 50% (as per RBI regulations) |
| End use | No restriction on end use |
| Lenders | Grade-A NBFCs and other financial institutions licensed and regulated by RBI |
| Geographies covered | PAN India |
| Timelines | End to end process within ~30 days |
PROMOTER FINANCING
PRODUCT DETAILS
| Facility | Structured debt |
| Facility type | Long term secured debt |
| Borrower | Family office/ Promoters of listed companies |
| Security | Pledge of listed stock promoted and owned by borrowing entity |
| Amount | Starting from INR 20 Cr. |
| Tenure | 12 months – 60 months |
| ROI | 10% - 15% p.a. (actual pricing is determined by liquidity and market cap of underlying listed script and financial health of borrowers) |
| LTV | 40 - 65% (depending upon script quality and borrower credit worthiness) |
| End use | No restriction on end use |
| Lenders | Grade-A NBFCs and other financial institutions licensed and regulated by RBI |
| Geographies covered | PAN India |
| Timelines | End to end process within ~30 days |