Institutional Financial Advisory

Asset Allocation, Portfolio Construction & Reporting


 
 

Risk Management, Hedging and Financing


Target Clients:

Institutional Clients: Banks, Non Bank Finance Corporations (NBFCs), Local and Multi-national corporates.

The Service:
  1. Risk Management and Hedging Needs. 3CCA is ideally placed to provide impartial advisory service on financial risk management and hedging requirements including Foreign Exchange (FX), Interest Rates and Commodity risk if required. 3CCA’s senior team combines decades of experience providing such solutions to Institutional and Corporate Clients from SME’s to very large global corporates. The independence of 3CCA and the transparency of the fee structure ensures suitability, appropriateness & cost effectiveness of the solution.
  2. Efficient Financing Solutions.. Institutional and Corporate clients often face financing needs. It is not always obvious what is the optimal financing structure and how to manage the financial risks. Financing structures can be unsecured (or clean), secured, cash-backed (different borrowing & deposits currencies), general asset-backed (asset can be shares, bonds, physical). The nature of the financing, tenor, risk management of any resulting financial risks are all questions that need to be considered carefully and impartially. 3CCA is ideally placed as independent advisor.
End Turnkey Solutions:

3CCA does not only provide concepts, but it also provides price discovery, counterparty selection as well as negotiation with the selected counterparty for best terms. Our vast experience, in-house pricing capability as well as our extensive network amongst Banks and Financial Intermediaries enable us to negotiate terms that are generally difficult to achieve by clients directly.

Investment Structuring


Target Clients:

Institutional Clients: Banks, Non Bank Finance Corporations (NBFCs), Local and Multi-national corporates.

The Service:

3CCA provides investment solutions to institutional clients both for own-account investment and for onward distribution. Transparent end-to-end solutions include:

  • Innovation and idea generation tailor made to meet the institution’s specific needs
  • Structural optimization of the concept including running all requisite analyses
  • Effective price discovery to maximize the final returns using in-house pricing and external network of Intermediaries.
  • Arranging for the execution by lining up the counterparties and only requiring Institutional Client to close the transaction
  • The entire process is carried out with utmost integrity and transparency
Examples:

Multi-Asset investments tailored to suit specific client requirements. See “In Focus” section for selected examples.


Investment Structuring Process Flow