Management Consultancy

Portfolio Analysis & Optimisation Studies

Portfolio Analyses and Optimization allows you to periodically and constantly monitor the value of all your portfolios (securities/financial assets, real estate land and building, and plant and machinery) in context of the highly evolving and volatile market environment. Over a period of time, some constituents of your portfolio may have transitioned to being sub-optimal in their returns for your investment. To ensure that there is no value erosion, it is critical that the health of these portfolios are monitored closely and frequently to enable corrective actions to be taken, whether they entail exits or holds, and reinvesting proceeds from exits into new growing opportunities.
Principals at KZEN VALTECH understand the DNA and nuances of portfolio structuring, hedging strategies, cross-border investment opportunities, having analysed and recommended changes in portfolios to optimize them, whether these are related to securities/financial assets or real estate land and building assets in their previous employments. KZEN VALTECH takes this extensive experience in this domain forward and applies proprietary algorithms to these assets to consistently generate alpha.”

Sustain

Specialists

Kapil Maheshwari

MFC NYU (Stern) IFQ

Director

IBBI Registered Valuer
(Securities/Financial Assets)

Sachin Gulaty

MRICS FIV FIIA

Director

IBBI Registered Valuer
(Land & Building)

R K Singal

IP CA LLB

Advisor

Corporate Governance, Tax, Audits

Mangesh Shinde

CEngg MIE

Director

IBBI Registered Valuer
(Plant & Machinery)

Anurag Munshi

MRICS UKGBC(Member)

Advisor

Sustainability, PropTech, Investment Management