Client Success Stories
India's leading single-country custodian:
PIVOT has assisted the client’s ambitious growth strategy, contributing to over 300% business expansion, strengthening the client’s market position and brand visibility. A major re-engineering that included organizational restructuring, redrawing domestic & regional strategies, process optimizations, system assessment and implementation with functional and non-functional trainings at various levels, resulting in exponential growth in assets under custody and creation of a globally acknowledged pedigree custodian.
World's largest Fund Admin:
Developed a comprehensive India Market Research Report, analyzed business opportunities, competitive landscape, resource availability and potential revenue streams. Assisted with a go-to-market strategy for India entry. Advised on developing the Fund Administrative platform.
India's leading Clearing Corporation:
Conducted a deep dive analysis of global standards across 205 parameters, enabling to align with best-in-class governance and operational excellence. Developed a comprehensive set of 300+ FAQs simplifying Regulatory circulars, benefitting ~1500 brokers. Carried out a website mapping exercise against Global standards, identifying opportunities to elevate. Created impactful marketing collaterals that enhanced brand visibility and outreach.
Depository:
Supported in expanding into the institutional segment, both India and cross-border. Assisted in developing innovative strategies that assisted the client in driving business growth. Advised on developing an outlier solution with respect to e-voting, e-AGMs and Dematerialization of physical share certificates.
India's largest Stock Exchange:
Designed and implemented governance and compliance frameworks for market participants; Redesigned marketing collaterals; implemented stakeholder engagement strategies
Private Equity Firms:
Performed Financial & Operational due diligence for multiple clients to analyse the feasibility
Prospective Custodian:
Supported client in the preliminary setup of the business, including guidance through the regulatory licensing process.