We provide amazing solutions
Home / Pages / Services
We provide amazing solutions
We aim to devise proficient outputs that give maximum returns through our unparalleled research capabilities. Our focus is to grow and preserve the wealth of our clients
We aim to devise proficient outputs that give maximum returns through our unparalleled research capabilities. Our focus is to grow and preserve the wealth of our clients
At Citrus Global, our investment objective is to deliver a high-end portfolio by integrating profitable strategies and providing superior absolute returns. We achieve the desired results by investing primarily in equity, derivatives and debt obligations in emerging as well as non-emerging markets. Besides, the Investment Manager has full discretion to invest the Fund’s assets in a variety of securities as defined under the Securities Act 2005, including equities, notes, promissory notes and bonds and shares in other investment vehicles and unlisted companies. The Fund may also undertake arbitrage activity as deemed fit by the Investment Committee.
Co-investments
Equity Co-investment: A minority investment made by the co-investor into an operating company alongside a financial sponsor
The investment is done alongside a private equity firm by co-investors, not through the private equity fund
Access to more information and access to due diligence can be gained by Institutional Investors
Real Assests
Real Assets is an investment asset class that covers investments in physical assets such as real estate, energy, and infrastructure. Real assets have an inherent physical worth. Real assets differ from financial assets in that financial assets get their value from a contractual right and are typically intangible. HNIs banking with private banks have access to a whole platter of financial assets; however for real assists they rely on their personal capacity to find, invest, hold and monitor the investment. We bridge that gap for HNIs by Identifying, evaluating, investing and holding Real Assets.
Customized Portfolio
Every individual is unique, therefore one size fits all approach of big institutions may not be the best solution for all HNIs. Actual risk and perception of risk has traditionally been a point of disconnect in the minds of the investor.
All the models of portfolio management that exist of weightage and exposure to different markets are also no longer as relevant. In light of the above we provide to the client a risk adjusted portfolio that is relevant to his age, risk appetite and geography that the client comes from and understands.
Fund Strategies
Arbitrage: There is always an opportunity that exists of arbitrage in different asset classes and we have been running different strategies in our funds with a high degree of effectiveness. Our strategies focus on market anomalies and we always maintain net zero position on the underlying assets.
Private equity: With a focus on the Middle East and India, we have made and exited private equity investments in technology and retail space though our fund and we continue to do.
Registered Address:
6th Floor, Tower 1, NeXTeracom Building, Ebene, Mauritius.
At Citrus Asset, we work towards your peace of mind.
Headquarters:
Unit 201, Akruti Center Point, MIDC Central Road, Near Marol Tel. Exchange, MIDC,
Krantiveer Lakhuji Salve Marg,
Chakala Industrial Area (MIDC),
Andheri East, Mumbai,
Maharashtra 400093
© 2022 Citrus. All rights reserved
Terms of Use / Privacy Policy