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Innovative, Disruptive, Scale

Insights

  Explore our latest insights on growth, innovation, leadership and ease of doing business  

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Dilip Kakwani Joined PIVOT || July 2024

Dilip Kakwani to Head Broking and Capital Markets Infrastructure

PIVOT Management Consulting, adds the new division effective July 01, 2024. It will be headed by Industry expert Dilip Kakwani as Consulting Director Award winning Globally recognised PIVOT Management Consulting (www.pivotmgmt.com) is headquartered in Mumbai, India with presence in Cyprus (www.pivotcyprus.com). It partners with firms covering Mauritius, Canada, UK, South Africa, Luxembourg, Hong Kong. PIVOT is a founding member of TSSAG (The Securities Services Advisory Group).

Team Talk

Infrastructure || June 2023

AlfaSec and PIVOT create alliance to support companies expanding into India and Singapore

PIVOT Management Consulting and AlfaSec Advisors have established an alliance to deliver strategic planning for financial services companies and investors expanding their activities into India and Singapore.

published by Asset Servicing Times

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Infrastructure || February 2023

PIVOT launches governance and compliance advisory services

New division to be headed by financial services industry veteran.

published by Global Custodian

Teamwork

Infrastructure || November 2022

Pivot and Neo partner to facilitate cross- border investment flows

Strategic alliance bridges markets in India, Brazil, Cyprus and Luxembourg.

published by Global Custodian

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Infrastructure || September 2021

Indian regulator gives exchanges the option to move to T+1 settlement, sparking concerns among participants

SEBI offers exchanges the chance to shift to T+1 with one month’s notice, putting market participants on alert as it heralds the first settlement cycle shortening in 18 years.

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MasterClass || August 2021

Cross Border Investments

Masterclass on 12th August, 2021for SMEs from India, Vietnam, Thailand, Cambodia as per Asian Development Bank project profit.

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TSSAG || June 2021

Grey Cost: Know Your Market

TSSAG board members Barnaby Nelson, Viraj Kulkarni, Matthieu
Herbeau, and Jim Harris discuss grey costs, the impact of clients on
initial market entry, and the changes expected in the near future... published by Asset Servicing Times

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FPI || June 2021

BSE FPI Handbook 2021

Foreign Portfolio Investors

Easing Access to India... published by BSE

School LIbrary

FPIs || September 2020

Interest Payment

RBI Foreign Exchange Department Notification No. FEMA 5(R)/2016-RB  of April 01, 2016...

Image by Dollar Gill

Infrastructure || June 2020

Grey Costs per Trade

Oversight, Hidden Risk and Opportunity

In an era of investor protection, regulation, big data and cost cutting, it is amazing how polarizing that question... published by The Value Exchange

Video: https://www.thevalueexchange.co/greycostspertrade 

Image by Kuma Kum

FPI flows|| June 2019

Vulnerability of Capital Markets to FPI Inflows

Until June 2019, 9425 FPIs accounted for about $492 Billion of Assets in India, accounting for almost 40% of... published by Prime Database

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Custody || July 2018

“India Securities Services 2020 – A Growing Market”

At  PIVOT,  we believe that India’s investment into developing its infrastructure, increased movement..

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Custody || January 2018

Global Custodian Roundtable - Mumbai

In January, Global Custodian visited Mumbai to bring together a range of sub-custodians... published by Global Custodian Magazine

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Infrastructure || June 2017

PIVOT's Suggestion to SEBI

Making India attractive: Attracting Foreign Portfolio Investors...

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Strategic alliance || July 2024

PIVOT and Techstalwarts form strategic alliance to service the financial markets

PIVOT Management Consulting, India has entered a strategic alliance with Techstalwarts effective July 01, 2024. Techstalwarts (www.techstalwarts.com)headquartered in India is founded by Shailesh Mehta, Prashant More, Vijay Pawar & Suhail Tamboli. Techstalwarts is engaged with Financial Services and Corporates in the fintech Industry. It provides technology support mainly but not exclusively to offshore entities globally. Techstalwarts also provides, expertise in establishing resources, develop business strategy and provide corporate governance.

Team Meeting

Infrastructure || June 2023

GC Legends unite as PIVOT and AlfaSec Advisors form strategic alliance to service the Indian and Singapore markets

The alliance will focus on supporting strategic planning to service investors and service providers expanding into either market.

published by Global Custodian

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Infrastructure || February 2023

Rajeev Uberoi to lead PIVOT’s new division

Management consulting company PIVOT has appointed Rajeev Uberoi as consulting director of its new governance and compliance advisory services division.

published by Asset Servicing Times

Stocks and Trading Screen

Infrastructure || November 2022

T+1: Have we proven a point or many?
Moving to lowest risk and to be product driven market

Hum ho gaye kamayab! Apna time aa gaya!! Atmanirbhar is
what we say.....

published by BBF

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Press Release || August 2021

Pivot launches comprehensive training course - cum - workshop in Fund Accounting

Year 2020: PIVOT Management Consulting(www.pivotmgmt.com), India’s leading consulting firm in the Securities Services, Broking, FPIs, Capital Market Infrastructure space, launched a comprehensive training course-cum-workshop in Securities Services, focussed on the $ 2 Trillion AUC Industry in India.

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Training || August 2021

Preparing For Foreign Direct Investments

Tutorial for SMEs on FDI investments.

Business Introduction

TSSAG || April 2021

Introducing TSSAG

Mark Kerns underlines the unique role of TSSAG in driving connectivity and thought leadership in today's securities services industry – in his interview with Richard Schwartz

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Infrastructure || December 2020

Settlement Through Custodian for India's Non-Institutional Investors

Indian Capital Market Regulator, Securities Exchange Board of India (SEBI) is examining the possibility... published at TSSAG

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Leadership || September 2020

Atma Nirbhar - Suggestions for SEBI

Creating Jobs, Revenue, global recognisations, savings, creating confidence ...

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FPI || April 2020

Ease... Keep Them Coming

Ease added trust and confidence as well. As Indians, we are never satisfied and forever seeking change!... published by BSE Brokers Forum (BBF)

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Custody || December 2018

Global Custodian - New Year Prediction

As we enter the New Year, Global Custodian asks a range of industry experts to give their predictions... published by Global Custodian Magazine

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Custody || June 2018

Custodians for Indian Retail Investors?

PIVOT in July 2014 advocated settlement of Secondary Market transactions through custodians for India’s HNIs...

Networking Event

FPI || 2017

Malgré la révision du traité fiscal, Maurice classé deuxième pays investisseur en Inde

Les investissements étrangers transitant par la juridiction ... published by lexpress

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Custody || July 2016

Custodian Bank - India Adopting Global Trends

The First Bi-monthly Monetary Policy Statement, 2016-17 by Dr. Raghuram G. Rajan, Governor of Reserve Bank of India...

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Infrastructure || August 2023

Is India an emerging or advanced market?

Viraj Kulkarni, founder and CEO, Pivot Management Consultancy, Asia’s largest consultant in the custody space, examines which label is most appropriate for the country’s fast evolving capital market activity.

published by Global Custodian

News Reading

Infrastructure || March 2023

Indian consultancy PIVOT launches governance and compliance division

India’s PIVOT Management Consulting, a specialist in the securities services space, has launched a division providing governance and compliance advisory services.

published by Asia Asset Management

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Infrastructure || November 2022

ESMA to invest in Trust

ESMA and SEBI are members of IOSCO and as such run their own jurisdictions. The current precepted overreach by ESMA: is contrary to the well-established principles of respecting a home regulators oversight of its constituents.

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Infrastructure || March 2022

Investments via UAE to face more scrutiny

The announcement will dampen the attractiveness of the UAE for FPIs....

quoted in Business Standard

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Webinar || August 2021

Investment Opportunities for FPIs Enroute to India via Cyprus

Unique webinar providing investment banking, fund structuring, custodian, taxation and country competitiveness insights for investors from Europe.

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Webinar || June 2021

Cyprus : Attractive EU Gateway to India

From June 14,2021 Category 1 FPI's can come through Cyprus. A distinguished panelist from CYSEC, BSE, CIFA, ICICI, PIVOT, Share their views 

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Custody || April 2021

The New Normal In Securities Services (Custody) and Others: TSSAG Members’ Views
From Asia, Africa, Americas, Europe and India

India’s Benchmark Index BSE Sensex crossed the magical 50,000... published by BBF

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FPI || September 2020

Cyprus as fund centre

In the first of a new series, GC brings together two experts with a common interest... published by Global Custodian Magazine

Video: https://www.globalcustodian.com/multimedia/gc-conversations-cyprus-as-a-funds-centre/

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Products || August 2020

Listed Warrants- Contributing to Economic development of Indian Economy 

Structured warrants are financial instruments issued by a third-party financial institution ...

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Broking || September 2019

Winds of Change

Since 1875 stockbroking community played a stellar role on developing India's capital markets and in wealth... published by BSE Brokers Forum (BBF)

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Custody || September 2018

Expanding the Custodian’s Role in Settlement for India’s HNIs

Indian retail investors (non-institutional) have been settling equity trades through brokerage firms since 1875, embracing complex products and multiple... published by Regulation Asia

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Custody || April 2018

India's Pivotal Single Country Custodian

A few weeks ago, Roger Harrold published an interesting and enriching article on, “Sub- Custody- Visibility over the Business Case”...

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FPI || October 2017

India's - Gods Own Country for FPIs?

While much focus is centered on the growing FDI investments with Financial Year 2016-17 recording... published by Prime Database

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