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SERVICES

We provide amazing solutions

Our Aim

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

Investment Objectives

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.

PARTNERS