Research expertise across sectors and markets

With over three decades of research expertise across sectors and markets, AGR has been supporting banking, finance and investment community world over serving both their institutional and retail business needs.

Capabilities

Banks, Financial Intermediaries and Insurance

Banks, Financial Intermediaries and Insurance

Commercial Due Diligence: Corporate banks and development financial institutions have always sought AGR’s expert independent advice to validate their decisions on project viability prior to sanctioning loans or equity participation.

Social Media Analytics: Backed by powerful social media tool, AGR has effectively combined its conventional research skills to support banks in conducting an array of digital medium solutions ranging from online competition benchmarking to online reputation monitoring and from trend spotting to business lead generation.

Data Analytics: Whether it is to decipher trends on customers or to spot new business opportunities or to decide on optimal product mix for market, banks and insurers have relied on AGR’s superior data based analytical skills to validate their beliefs before embarking on any strategic business decision.

Asset Management Companies

Asset Management Companies

Stock Selection, Monitor and Valuation: AGR has supported AMCs, investment managers and the like pick up stocks based on well-defined Financial Metrics, Sectoral Landscape, prepare Investment Thesis backed by financial models using appropriate valuation approach to justify stock selection. Monitoring and re rating exercise of stocks are also carried out in regular intervals based on financial performance.

Hypothesis Validation: Independent validation and confirmation of investment hypothesis using host of data and analysis of macro-economic and sectoral metrics is carried out by AGR team to support a new investment product roll out by investment managers.

Sectoral Evaluation: Deep diving into sectoral prospects from an investment perspective is carried out by AGR domain experts by studying end user Demand Trends, Industry Structure, Competition Intensity, Substitution, Global Trade, Input Costs, Product Pricing, Margin and Host of other factors to support a selection of a sector and its constituents.

Private Equity Firms

Private Equity Firms

Starting from shortlisting and identifying prospect firms for investment or divestment to conducting independent commercial due diligence and background check on subject entity and management, AGR supports PE firms in the entire investment life cycle of activities including monitoring of its portfolio companies and providing them research support in its growth endeavor.

Investment Banks

Investment Banks

Similar to PE firms, AGR provides a host of research solutions from prospect identification to financial model building and investment memorandum preparation to support I-banks in concluding the transaction successfully.

Assignment Examples

Knowledge Center

Social media analytics for banking products of a large private sector bank

CHALLENGE

  • One of India’s largest private bank wished to derive new marketing insights and opportunities using social media analytics to improve the performance of its banking products
  • Leadership position of peers and tech savvy new comers dominated the online conversation and crowded out clients position

APPROACH & METHODOLOGY

  • AGR with the help of online Social media tool used analytical approach on large volume of relevant banking conversations to uncover actionable insights for different banking products
  • Conversations were categorised and analysed product wise for all players across customer journey stage from application to final service closure
  • Analytical rating framework was developed to score all online mentions of all competitors across all parameters and attributed for all banking products
  • Weighted average scored were derived to see the performance of all players product wise
  • Key dominating themes and verbatim were captured at each stage to support the data and trends

VALUE DELIVERED

  • Study of trends and patterns helped the client understand the real performance and perception among its customers and non-customers
  • Benchmarking helped the bank understand its relative position and opportunities for improvement in service and product development

FTE Support for a large Asset Management firm in GCC

CHALLENGE

  • One of the top tier asset management companies in the GCC was looking to enhance its research coverage and at the same time optimize team size
  • Increasing salary cost and need for multiple skills posed a challenge

APPROACH

  • AGR set up an offshore dedicated team of equity research analysts
  • Sector specific expertise was created to develop domain specific approaches to analysis and valuation

VALUE DELIVERED

  • AGR helped the client achieve its growth objective of widening research coverage at optimal cost without compromising on quality
  • Business continuity and scalability was ensured as research operations was fully managed
  • The offshore team is now playing a key role in the investment decision making process

Due diligence for a Global Private Equity firm who wanted to increase stake in a regional bank

CHALLENGE

  • A PE firm prior to buying a large stake in a regional bank wanted to confirm if the target bank had the essential Infrastructure, people and culture in place
  • A detailed diligence had to be carried out to protect the PEs large investment

APPROACH & METHODOLOGY

  • Multiple teams were deployed to various branches and offices of the target bank as well as the competitor banks, since the diligence had to be conducted within a span of 3-4 weeks
  • The diligence covered over 75 attributes of a bank ranging from soft issues like car parking availability, air conditioning, visibility of the name plate to hard facts like deposits, growth, no. of customers, and so on
  • In addition to reporting the hard facts, the data was analysed to assign a score to each bank branch which helped the PE to appreciate the target bank’s position vis-a-vis its competitors
  • A comprehensive report covering 200 branches was prepared and submitted to the PE team

VALUE DELIVERED

  • The report was reassuring that the target bank was worth investing in. Based on the findings, the PE progressed with the negotiations and eventually invested in the target bank
  • The PE continues to hold a significant stake in the bank

FTE support for a Swiss based emerging market focused fund which was part of global banking group

CHALLENGE

  • Swiss based asset management fund floated an emerging market focused fund to grow its assets under management.
  • Client was not keen to set up in house team and looking for cost effective option

APPROACH

  • AGR set up a dedicated team to undertake research across global markets and also ensure confidentiality of proprietary methodology.
  • AGR also provided research support to validate investment hypothesis, ad hoc research on specific topics and monitor portfolios

VALUE DELIVERED

  • Our cost effective offshore delivery model provided enough confidence to the client about the prospects of portfolio expansion and churn by providing quick turnaround reports