Our Offerings

SME-IPO Anchor

Categorised as an FII, we are privileged to act as anchors in SME IPOs with secured allocation.
Long-term relations with merchant bankers give us access to key SME IPO deals.
We take small-sized positions in these offerings after analysing the underlying companies; primarily, these investments are from our proprietary funds.
We are able to participate in high-growth small and medium enterprises, unlocking substantial value upon listing.
A few of these offerings could become multibaggers in the future.

India's capital markets are experiencing significant trading activity across various asset classes, including equities, debt, block trades, bulk deals, rights issues, and related transactions.
There is considerable activity in areas such as distressed acquisitions, debt restructuring, and private credit.
Through our strong relationships with market intermediaries, we are occasionally invited to participate in such special situation transactions.
These transactions are intended to create substantial value for new investors through improved financial and operational management.
After conducting thorough analysis of such transactions, if we decide to deploy our own capital, we share these investment ideas with our selected investors.

India's venture capital landscape is witnessing a significant influx of foreign capital, supporting transactions in unicorn companies, with over USD 500 billion worth of equity still remaining in the private market.
Driven by strong overall market performance, India's equity capital markets have become exceptionally active, with a growing number of companies pursuing public listings.
Leveraging our strong relationships with intermediaries, we are able to access Private Investment in Public Equity (PIPE) opportunities in reputable companies.
We identify and evaluate companies with substantial growth potential and provide clients with opportunities to invest prior to their public listing.
In the past, we have participated in secondary market transactions involving several well-established unicorn companies that subsequently achieved successful IPOs.

We have previously participated in pre-IPO investment transactions involving KPI Green Energy Limited, Sotac Pharmaceuticals Limited, and Petro Carbon & Chemicals Ltd.

FORBES EMF is not particularly known for exceptional stock-picking capabilities; however, from time to time, we identify investment opportunities that merit attention after reviewing broker research reports.
Once these investment themes have sufficiently matured, we share them with our clients, enabling them to independently decide whether to invest alongside us.
Through ongoing engagement with various market intermediaries, we have developed a watchlist of companies that we view favorably and continue to monitor closely.
When we believe valuations have reached compelling levels, we selectively seek to build concentrated positions in a number of these companies.