Nuvama Private

Nuvama Private is a developing firm in the private wealth management sector, catering to New Age entrepreneurs, business owners, family offices, and corporate treasuries. The firm specializes in providing tailored wealth solutions and strategies that emphasize personalized service and client-specific needs. Its approach to wealth creation is underpinned by a commitment to transparency and governance, alongside the use of effective digital solutions. Nuvama Private aims to establish synergistic partnerships that enhance the financial well-being of its clients, positioning itself as a key player in the wealth management landscape.

Weijian Shan

CEO

5 past transactions

LivFin

Debt Financing in 2024
LivFin is a non-banking financial company registered with the Reserve Bank of India, focused on providing financial solutions to small and medium enterprises (SMEs) in India. The company specializes in offering small business loans, supply chain finance, and working capital loans, with an emphasis on collateral-free credit to support business owners. LivFin has developed a loan management platform that enables SMEs to access various financial services, including purchase and sales invoice financing. This platform is designed to facilitate the procurement of working capital, allowing businesses to manage their critical operations effectively.

SAMHI Hotels

Funding Round in 2023
SAMHI Hotels is a prominent hotel asset company in India, specializing in the development, acquisition, and ownership of branded hotels. With a portfolio that spans key markets across the country, SAMHI focuses on locations with high barriers to entry and significant unmet demand. The company is distinguished by its diverse range of well-recognized hotel brands, including Courtyard by Marriott, Hyatt Place, and Four Points by Sheraton, which benefit from strong global distribution, loyalty programs, and corporate relationships. Founded by Ashish Jakhanwala and Manav Thadani, both of whom possess extensive experience in the hospitality sector, SAMHI has attracted major global hotel operators as partners, including Marriott and Accor. This strategic collaboration enhances the company's ability to operate effectively within the competitive landscape of Indian hospitality. With a rapidly growing portfolio and a unique combination of world-class management and investment, SAMHI Hotels has established itself as a leading institutional multi-branded hotel ownership company in India.

Ozone Overseas

Private Equity Round in 2023
Ozone Overseas provides stainless steel architectural hardware, glass door fittings, shower fittings, spider and canopy fittings, sliding doors, wooden door hardware, automatic sliding doors, bathroom accessories, furniture fittings, railings, and electronic safes.

Course5 Intelligence

Venture Round in 2023
Course5 Intelligence Limited specializes in aiding organizations in their digital transformation by leveraging artificial intelligence and advanced analytics. The company offers AI-driven products and solutions that are tailored to address complex challenges related to customers, markets, and supply chains. By integrating structured and unstructured data, Course5 facilitates informed decision-making, ultimately fostering business growth. Its clientele includes major enterprises across various sectors, such as Technology, Media and Telecom, Pharmaceuticals, Consumer Packaged Goods, and Retail. Recognized by industry analysts for its capabilities in analytics and AI, Course5 is committed to enabling clients to achieve strategic and tactical advantages through the application of its innovative technology.

Pickright Technologies

Acquisition in 2023
PickRight Technologies operates a financial advisory marketplace designed to assist investors in managing and growing their investments across various financial instruments. The platform features both human and automated stock market advisors, offering recommendations on equities, futures, options, mutual funds, commodities, currencies, and initial public offerings. By providing timely insights and alerts, PickRight aims to help users maximize their investment potential and navigate market downturns more effectively. This dual approach reduces investment uncertainty and enhances the opportunity for users to earn profits through informed guidance.
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