Capwise Financial Services Private Limited
Overview
Capwise Financial Services Private Limited, founded in 2020, is a distinguished boutique investment banking firm located in Mumbai, Maharashtra, India. It operates as a Non-Deposit taking Non-Banking Financial Company (NBFC), registered with the Reserve Bank of India since June 2022. Capwise specializes in diversified financial services, concentrating on SME loans and expertise in areas such as debt syndication, mergers and acquisitions (M&A), and private equity advisory. The company's reputation for its financial advisory services is bolstered by strategic initiatives in debt syndication and wealth management.
Leadership Team
The company benefits from the experience and leadership of:
- Naresh Biyani - Founder & CEO, with a vast background in debt syndication.
- Atal Agarwal - Managing Director of Debt Advisory Business, with over 34 years in investment and wholesale banking.
- Mahesh Swamy - Senior Vice President, renowned for expertise in fundraising and project finance.
- Ritika Berry, CFA - Vice President of Transaction Advisory, skilled in debt restructuring and M&A.
- Hiten Mistry - Vice President, recognized for leadership in investment banking.
- Rohit Narayan - Vice President, with a comprehensive background in finance.
- Rounak Maheshwari - Vice President of Corporate Planning, specializing in corporate strategy and investment banking.
Services
Capwise offers a comprehensive array of financial advisory services:
- Debt Syndication: Facilitating capital provision for business clients.
- Mergers & Acquisitions: Providing M&A expertise for strategic transactions.
- Bespoke Financing: Customized financing solutions for promoters' capital needs.
- NBFC Operations: Business loans to MSMEs, including revenue-based and supply chain finance.
Recent Achievements
The firm has been acknowledged for its fundraising endeavors and received the Innovation Award for M&A Strategy in 2023, showcasing a high success rate and client-focused culture as highlighted by CEO Naresh Biyani.
Financial Highlights
In 2022, Capwise Financial Services reported Net Sales of 233.33 crores and Total Revenue of 235.71 crores, demonstrating robust growth and market influence.
Contact Information
- Address: A-303/304, Kanakia Dynasty Business Park, Chakala Andheri East, Mumbai-400059
- Email: info@capwisefin.com
- Phone: +91 22-49678572
- LinkedIn: [Capwise Financial Services Pvt. Ltd.](https://in.linkedin.com/company/capwise-financial-services-private-limited)
Competitor Profile
Key Competitors
Capwise Financial Services faces competition from several prominent firms within the financial services sector:
- Angel Broking Ltd: Known for stock broking and wealth management services.
- ClearTax: Provides fintech solutions for income tax filing, GST, and mutual fund investments, simplifying financial processes.
- ET Money: Offers wealth management solutions with innovations in personal finance.
Strategic Position
Capwise leverages its boutique status to deliver personalized financial advisory services. The company's focus on SME financing and investment banking distinguishes it within a competitive market. By engaging in private equity and M&A, it reaffirms its commitment to growth-driven financial strategies.
Capwise’s adeptness in handling complex financial landscapes showcases its competitive edge, securing and managing diverse financial portfolios effectively. As the company continues to innovate strategically, it remains poised to sustain its competitive advantage in India's dynamic financial services sector.
