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Tata Capital Financial Services Ltd offers both in-house as well as outsourced Private Equity (PE) Funds for its Ultra High Net Worth Individuals who intend to generate high returns with consequent high risk. These Private equity funds invest in a set of high growth unlisted companies to generate returns on investments by exiting through strategic sale, public issue and others. Some of the successful offerings we have made in the PE space are:

 

1. Healthcare PE fund: targets long-term capital appreciation through private equity growth-capital investments in fast growing Indian healthcare companies

2. Special Situations PE: fund focuses on investing in companies with under-utilized capacities, high leverage, low profitability compared to industry and which have a potential to grow with financial and operating inputs

3. Real Estate PE funds: these are typically development-based and buy stakes in promising projects

 

Structured Products are specific risk reward instruments created for Ultra HNI customers. These are pre-packaged investment strategies based on derivatives. TATA Capital Financial Services Ltd currently distributes Equity Linked structures through strategic partners. The various strategies that we have worked on are:

 

1. Bull Market Strategy providing higher participation in equity markets

2. Flat market strategy to generate returns in range bound markets

3. Conservative strategy targeting higher yield with measured participation in equity markets

Important Information

Recently there have been cases of fraud being committed under the name of Tata Capital or Tata Finance. Customers are requested to read the attached advisory and be aware of misleading advertisements in the newspapers. Click here to read the advisory and be aware of misleading advertisements in the newspapers.

Click here to read the advisory

Disclaimer:

Tata Capital Financial Services Limited ("TCFSL") is registered with the Securities Exchange Board of India as an Investment Advisor. The Registration No. is INA00000215