Ideas across Asset Classes

Our ‘#WeForYou’ group level philosophy filters through into each of our services. This becomes more relevant when dealing with long-term solutions such as insurance. Thus, identifying and delivering customer specific solutions, continuous monitoring of a client’s insurance portfolio and ongoing assistance and support form an integral part of our service proposition.

Our insurance solution is a ‘one of its kind’ initiative to help you understand your existing Insurance portfolios in a simplified manner providing a complete picture in terms of coverage and cash flows.

Our key differentiators include:

Centrum Wealth is associated with multiple insurance companies spanning life, health, term plans, income plans, cash flow or maturity plans as well as travel insurance and motor insurance.

For bespoke ideas, we have an exclusive desk that focusses on boutique or ‘off the conventional shelf’ ideas. The team has its ears firmly to the ground and is supported by an effective financial services network. This highly specialised service seeks to add value to the portfolio because of relevance, scarcity or simply by ‘being at the right place at the right time’.

Illustrative segments where ideas have been successfully executed:

The structured credit desk seeks to capture a part of the private credit opportunity in India. The need for private credits is accentuated by recent market disruptions leading to reduced credit from banks, non-bank lenders and asset management companies while the growth in macro economy and trade has resulted in strong credit demand from Indian corporates.

Our structured credit team is ideally positioned to capitalize on this opportunity by deploying flexible capital in the form of debt, mezzanine or hybrid instruments in the mid-market segment. The investment approach seeks performing credits only, with a sector focused approach toward businesses with good ROE and free cash flow. Further, promoters track record, experienced management and cash flow backed well-collateralized credits are a few of the factors considered while investing by the team.

If your investment outlook spans the global economy and covers developed as well as emerging global markets, then we have the services and capabilities which are well positioned to be of assistance. Through our global office, you get access to a customized array of offshore investment opportunities. Our team of domain experts located in Singapore perform due diligence, product level evaluation and structuring activities.