Financial Services

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Overview

Financial Services is a vital element of India's economic growth. The financial sector has seen an emergence of new digital technologies and heightened expectations. Companies that are able to able to adapt their business models to these changes will not only be able to improve margins but also grow at exponential rates.

Our vast experience across sectors, helps us develop unique ways to implement solutions. Our skilled team guides businesses from strategy to execution, ensuring optimal results.

Our Key Focus Areas

Capital Markets

Maximizing opportunities through strategic insight.

Lending & Insurance

Financial stability through robust solutions.

FinTechs

Innovating finance for digital success.

Public Sector Enterprises

Effective governance and financial strategies.

Other Private Sector Companies

Tailored financial excellence.

Solutions

Some of the solutions and services offered by us in this sector include -

Business Transformation

Digital transformation and innovative business models to drive growth and competitiveness.

Transaction Advisory

Bid process, feasibility study and promotion activities for private and public sector.

Fundraising

Investor outreach and deal negotiations for both buy and sell side transactions.

Revenue Augmentation

Strategic insights to maximize earnings and untap growth potential.

Cost Optimization

Streamlining operations and implementing efficiency measures to ensure financial efficiency.

Customer Experience

Satisfaction, loyalty, and brand advocacy through solutions for engagement and retention.

Team Profile

Shravan Shetty

Managing Director

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Shristi Singh

Vice President

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Case Study

Strategy and Transformation for Leading Broking Firm in India

The engagement involved formulating and implementing transformation strategy for customer acquisition, franchise networks, revenue augmentation and partnerships. The firm witnessed improvement in various KPIS for acquisition, revenue per customer and process TATs.

Fund Raising for a Large Hydroelectric Plant

The engagement entailed creating Information Memorandum, providing restructuring options for the debt, creating investor outreach material and tapping into the Primus investor network for fund raising.

P&L Optimisation for a Development Bank

Primus advised a development bank that provides institutional credit with in-depth analysis of banks to improve operational and financial efficiencies. We identified areas for revenue enhancement, product mix, product digitisation, cost and interest optimization.

Enhancing Customer Experience for a Leading Broking Firm

Revenue enhancement project which entailed understanding the technology platform used for trading and analysing customer experiences. Multiple app ratios such as login to trade and number of trades per client were analysed to understand scope of improvement.

Buy Side Transaction Management Services for a Private Conglomerate

The engagement involved buy side transaction advisory for end-to-end bid management including financial and legal due-diligence, business plan projection, strategic market fit analysis, and detailed valuation of the divested company.

Transaction & Revenue Augmentation for a Larger Railway Tender

The engagement involved buy side transaction advisory including detail financial modelling, valuation of base price, bid documentation management, policy landscaping and liaising with the Ministry of Railways.

Successful PPP Closure for Multi-modal Cargo Concession at a Greenfield Airport

The project involved strategic development and market outreach aimed at attracting potential developers and operators to implement the project. This encompassed activities such as facilitating partner discussions and managing the overall transaction process.