Excalibre FinSrv
Introduction
Excalibre FinSrv is a boutique Value-oriented Financial Analysis & Advisory Firm based in Mumbai.
Excalibre FinSrv, incorporated in 2003, has since its inception till date, continued to provide a full range of Corporate Financial Management services including Corporate Investment Advisory, Securities Research & Investment Analysis for Equity (Common & Preferred Stock) & Fixed Income (Bond & Debenture) and Hybrid Securities as well as Structured Finance, Equity & Debt Fund Raising Advisory, Capital Structure & Allocation Advisory, Financial Risk Management and Corporate Communication Services.
Excalibre FinSrv established its Value-oriented Investment Management practice in 2011 to serve a clientele of High Net-worth Individual (HNI) Members, and undertook a re-branding exercise to form three internal business verticals:
Corporate Finance
Excalibre Corporate
Corporate Finance Advisory which caters to the entire gamut of Financial Services required by Corporates across a variety of industry segments over their complete Business Lifecycle.
Business Valuation
Excalibre Value
Business Valuation Advisory which provides independent third-party reliable Business Valuation service with a focus on Intrinsic Valuation on Going Concern basis of Productive Businesses.
Portfolio Management
Excalibre Capital
Portfolio Management Advisory with an Intrinsic Value focus which advocates Generational Wealth Creation and Preservation through the practice of Value-oriented Investing.
Presently, Excalibre FinSrv operates as a full-service Financial Analysis & Advisory Firm, and caters to both Corporate Clients in Business-to-Business (B2B) segment in its Corporate Finance and Business Valuation practices, as well as to High Net-worth Individual (HNI) Members in Business-to-Client (B2C) segment in its Portfolio Management practice.