Valion Group Corporate Profile

Transcription

1 Valion Group

2 Flow of the presentation Group Overview Business Need Management Portfolio P.R.E.F.O. PropCare Unico Credentials & Clients Future

3 Group Overview Started in 2005, as a Boutique advisory firm to provide professional real estate advisory services to HNI & Ultra HNI. Initiated under brand name EVIG, renamed in 2012 as Valion. Valion is India s first P.R.E.F.O Private Real Estate Family Office. With vintage of over 9 years and having presence in Gurgaon, Mumbai and Singapore. Valion is trusted and preferred partner to over 1000 HNI/ Super HNIC families in India and abroad with combined investments and assets under management of over INR.3500 crores. The Group Launched its Property Management Services in 2014 under the brand PropCare to cater to underserved Property Owners owning multiple properties or staying away from city of asset. Further a full fledged Development Company under the brand name UNICO was launched and first captive project of about 10 acres was initiated in Bhiwadi with about 220 dwelling units. Unico also serves as a Development Management Company to Super HNI who owns land parcels and have intent to capitalise it through development. Today, the group is a niche and a leading & established name in Indian Real Estate.

4 Business Need Volume of HNIs goes down from Affluent category towards Ultra High Net Worth Category however the real estate needs keep on adding up. Large Income Generating Assets for Family Income Institutional Investments into lands & large value transactions Valion P.R.E.F.O., UNICO & PropCare completes the spectrum of services. Acquisiti on of Assets HNI Category A (US$ 10Mn +) Development of captive lands into residential/co mmercial use for End Use or Investment Ultra HNI Category A+ ( US$ 20 Mn and Higher) Complex Structured transactions Portfolio Manage ment Services Affluent HNI Category B & C (US$ 2 MN- 5 MN) Manage ment of Assets Better than Market structured transactions with developers Leverage Buyouts, Large Land Deals and Large Acquisition/disposition of real estate Leasing of Assets Dispositio n of Assets HNI need is to have real estate partners than real estate advisors Real Estate Needs keep on expanding as the wealth grows Trust, Relationship, Professionalism & Faith become key parameters

5 Service Line Group Portfolio Boutique High End Real Estate Investment & Portfolio Services Property Management & Leasing Services Real Estate Development

6 Valion is a dynamic specialized realty consulting organization assisting clients by creating consistent immense value in all their decision making processes related to real estate. Valion executives driven by high intellectual capital work closely with clients both individual and organizations and assist them in meeting their realty needs. We strive to offer the best advisory, strategic, specialized and innovative solutions to clients realty problems and needs. From managing realty portfolios of high net worth families across the world to assisting companies and retail brands to achieve their business expansion objectives. Valion provides clients with financial solutions and is instrumental in assisting clients in achieving commercial success is most complex realty transactions. Valion DNA represents value added, effective, simple, transparent and honest advice in order to achieve long term success in relationships. We strive for excellence and highest standards of professionalism in all our management processes and client interactions and servicing. Our seasoned teams provide advisory on all facets of real estate portfolio management from acquisition, disposition, leasing or management of real estate assets. Each PREFO Manager manages a book value of Rs cr and approximately around client relationships.

7 PropCare is a specialized brand and service line by Valion. PropCare offers holistic Property Management Services which focus on keeping customer assets well maintained, occupied and yield maximum returns to them. It provides a wide array of services related to finding high calibre tenants, property and lease maintenance. Experienced in every aspect of property management - a strength it brings to every client. With a proven reputation for raising the standard of management and maintenance - recognizing that your property is, first and foremost, a significant asset. PropCare has an unprecedented level of knowledge and experience in residential property management. Having successfully built a reputation for providing a professional, tailored and caring management service to a wide range of clients including resident management companies, private landlords and developers. Having said that we are perfectly placed to support clients across Delhi NCR and Mumbai. We also manage individual properties outside the capital on behalf of clients who value our expertise. Clients who choose Propcare are looking for more than just another property management agent. They come to us because they receive superior levels of service, they benefit from our keen eye for detail and they value our emphasis on individual relationships. Services Property Marketing Possession Takeover Assistance on Existing or New Lease Tenant & Landlord Negotiation Manage Lease Expirations and renewals Legal Paper work & Lease Licenses Rent Collection and Deposits Payment of Utility bills, Society Maintenance and Local Body bills.

8 Captive Projects Capturing Captive Land Development Opportunities in Growth Cities Detailed due diligence, financial modelling of each opportunity Fool Proof Legal Structure To ensure transparency in the entire Outlay Systems and StructuresDesign Build Create Iconic Landmarks Derive Mileage from Valion Team In-house expertise Delivery Commitment Development Management No Funds to be withdrawn from projects till construction funding and project needs are met To ensure scalability of operations Investment Committee Meetings Monthly/ Quarterly ( As desired) to monitor progress and plan execution Escrow Accounts To Monitor and ensuring right usage of funds Turning Around Idle Assets for Super HNIs JV Partner Assistance Milestone Linked Management & Reporting Create Value Addition for Stake Holders To Achieve High Multiple & Success Stories

9 Credentials & Clients for Valion PREFO Partnered with a family office (top ten richest families in India) to execute sales and marketing for a Flagship project in Gurgaon. Closed sales of over 170 luxury Serviced Apartment units in a span of 3 months Mandate size of Rs. 200cr Partnered with a Jakarta family for exclusively executing and sourcing top end retail stores pan India. Partnered with a Super HNI Family for execution of sale of their super prime leased asset in NCR. Closed Rs.310cr transaction after successful sourcing in a span of 4 months. Obtained and under closure mandates totaling over Rs.1000 cr for the year In Process for a partnership for leasing of a million sq. feet asset in Gurgaon owned by a top notch asset management company. Have partnered with more than 250 families for structured small scale investments and dispositions in prime locations with transaction size ranging Rs cr. Partnered with the worlds top 5 head hunting firms in consolidating their office spaces in India Have closed more than a quarter million sq. feet space in commercial leasing in NCR realty markets in the last 6yrs.

10 Some of the Key Clients for PropCare

11 Management Amit K Lalit Being a Founder & CEO of the group, he is responsible for expansion of group businesses. Formerly he successfully led the company s PAN India Prominence, and has comprehensive experience across real estate processes. An Expert on the real estate, he has a strong acumen for structuring large investments and complex corporate transactions for institutional and large real estate investors. A Versatile and Participative Leader and known to infuse a fresh perspective to the business, he has an expertise in building teams & driving processes. He is a well known figure, respected for his passion and vision and has co chaired real estate conclaves & forums in Asia. Amit earned a B.E. (Production), an MBA (Marketing) degree from University of Pune prior to pursuing his entrepreneurial passion.

12 Management Karan Sehgal With an overall experience of over 14 years in Capital Markets & Real Estate, he is one the finest Private Bankers and Wealth manager who is well connected with Ultra HNI space and manages some of the family offices in the country with deep understanding of their needs. He has worked with some of the most prestigious names such as Birla Sunlife Distribution, Citigroup and has been part of success story behind Unicon Securities and Capital First Ltd. (formally Future Capital Ltd). Currently, he is spearheading P.R.E.F.O Business by formulating and implementing business planning and strategy and looking after important aspects of growth of other verticals. Karan manages and advices key family offices in the country. He has done his Masters in Business Management Studies; Financial Planning from CII, UK and a management programme from Zurich Business School. Karan mentor s young graduates at various colleges, he has been awarded Recognition Award of Merit by various institutions.

13 Business Philosophy & Future Plan Creating Portfolios Relationships Entities Value Maintaining Growth Relationships Nurturing & Celebrating Relationships Value Value The Group is looking at organic growth by adding more verticals. Launch full scale offices at Pune, Bangalore, Middle East & London between Scaling all the businesses with a focussed team aligned to each other needs. To be a full service PAN India Real Estate Coglomerate having varied interests in Boutique Advisory, Property Management & Development.

14 Coordinates Corporate Office Level 4, Plot # 127, Sector 44 I Gurgaon Haryana (India) Board : Gurgaon I Mumbai I Singapore