IMC REPORT ON FAB-ANALYSIS

FAB-ANALYSIS
A FAB analysis explores the Features, Advantages and Benefits of a product or
service offering.

Features-

These are characteristics that a product or service has. It is a simple statement

about attributes. 

Advantages-

An advantage is what that feature does, and how it helps. These are factual and
descriptive but do not yet make a connection as to how it will make users' life
better. 

Benefits-

A benefit is the result of that advantage, and it is why a prospect would ultimately
use a product. This key benefit provides an emotional hook point that you can
leverage in helping the user imagine the positive experiences felt by using your
product. 
FAB ANALYSIS OF PRIVATE EQUITY FIRMS.
KOTAK MAHINDRA PRIVATE EQUITY

Features: -
o Kotak Mahindra Group had been associated with private equity investments
since 1997.
o In 2005, to bring about a sharper focus to this business, Kotak Investment
Advisors Limited was set up as the Group’s Alternate Assets practice with
its first structured third-party private equity and real estate funds.
o With a founding team whose members have been pioneers in the Indian
private equity industry, Kotak Private Equity are disciplined investors
focused on long-term value creation and growth.
o Kotak Private Equity is one of the oldest investment managers in India,
focused on long-term value creation and growth, we are one of the select
funds in India to have successfully completed the entire lifecycle of fund
investing.

Advantages: -
o Kotak Private Equity part of the Kotak Mahindra Group, we combine our
strength of understanding the local environment with international best
practices in people, processes and research.
o Given the experience and network of relationships built over the past two
decades, our understanding of the Indian entrepreneur’s mindset provides us
with a significant advantage in the Indian investment environment.
o Kotak Private Equity partner with outstanding promoters and leadership
teams to help create scale across industries through intensive research.
o We rely on our inherent strength of being part of a large diversified financial
services group, to structure investments delivering better returns to investors.
 o The company has pioneered financial structures for effective cash
management and better tax efficiency that have been adopted subsequently
by various global majors.

Benefits: -
o Including Private Equity Funds, Real Estate Funds, Infrastructure Funds,
Special Situations Fund and Listed Strategies Fund, all led by independent
investment teams.
o Our core strengths lie in having a deep understanding of Indian markets and
promoters, identifying trends ahead of the curve, investing with conviction
and managing investments in a hands-on manner to create and realize long-
term value for investors.
o Our Funds have been invested in 150+ projects and companies across
multiple sectors and geographies.
o We have been ahead of the curve in identifying macro-economic trends and
opportunities early.
o The team has successfully identified sectors and companies to invest in
conservatively and exit profitably while partnering with companies in
tapping growth opportunities and evolving into industry leaders.

ICICI ENTURE PRIVATE EQUITY

Features: -
 ICICI Venture was founded in 1988 as the Technology Development and
Information Company of India Limited, through a joint venture between the
ICICI Limited and Unit Trust of India.
 ICICI Venture PE has invested in over 55 companies across 4 PE Funds
 Private Equity is the flagship strategy of ICICI Venture
  Selectively it also does control and joint control transactions together with
like-minded partners. Irrespective of the stake, it invests with a “majority
mindset”.
 ICICI Venture has access to the capabilities and knowledge of ICICI Bank
and other companies of the ICICI Group.

Advantages: -
 ICICI Venture typically invests in mid-market companies in India which
offer a strong value proposition in the form of a dominant or leading
franchise, with substantial growth prospects and sustainable domestic or
international competitive advantages.
 ICICI Venture might seek to assist portfolio companies in identifying
acquisition targets in line with their expansion strategy and in
implementation of its acquisition plans.
 ICICI Venture look to assist companies in identifying and filling any gaps in
the management team of a portfolio company, and also in developing its
talent retention strategy.
 Value is sought to be created in portfolio companies by taking strategic,
operational and financial initiatives aimed at strengthening its companies’
competitive position vis-à-vis their peers and industry benchmarks.

Benefits:-
 ICICI Venture backed companies have emerged as leaders in various sectors
such as Banking and Financial Services, Insurance, Water, Media and
Entertainment, Food, Quick Service Restaurants (QSR), Diagnostics,
Healthcare, Biopharmaceuticals, Specialty Chemicals, Branded Apparel, etc.
 ICICI Venture provides growth equity for companies with a view to working
with these companies to strengthen their businesses and help position them
for future growth in their respective spaces.
 ICICI Venture’s CSR objective is to pro-actively support meaningful socio-
economic development in India and enable a larger number of people to
participate in and benefit from India’s economic progress.
MOTILAL OSWAL

Features: -
 Motilal Oswal Financial Services Ltd. is a well diversifies, financial services
company focused on wealth creation for all its customers.
 Motilal Oswal is a well-established brand among retail and individual
investors in India.
 Motilal Oswal has a network spread over 550 cities and towns comprising
2300 business locations operated by the company.

Advantages: -

 20+ years of experience in trading and investment.

 Wide Range of Investment Choices - Equity, Derivatives, IPO, Mutual
Funds, Insurance and Fixed Deposit.
 Value Pack Brokerage Schemes offers low brokerage options.
 Complete Ease of Operation with more than 60 banks for Fund Transfer.
 Free research advisory services.
 Free trading software.
 Dedicated team for Risk Management System.

Benefits: -
 Private equity can supply the talent your business is lacking. These are
typically hands-on groups who will help you meet new business goals and
maximize company value.
 Of all the options we’ve looked at so far, private equity can provide by far
the largest amounts of money. As we saw, the deals are measured in
hundreds of millions of dollars.
  Private equity firms are experts at creating value. One study from Boston
Consulting Group showed that two-thirds of private equity deals resulted in
at least 20 percent annual growth for the purchased company, with nearly
half realizing 50 percent annual profits or better. 
 PE firms have their own vested interests in making sure your business does
well. If a PE firm acquires or in- vests in your company, you can rely on
their commitment to ensure its future is successful.

COMPARISON :-

On the Basis of Strategy: -

 Motilal Oswal Private Equity:-Invests in established mid-market

businesses with strong growth characteristics, clear and mature business
model and a leading market position.
 Kotak Private Equity:-Investment focus with a value-based long-
term investment strategy sectors like information technology, light
engineering, retailing and services.
 ICICI Private Equity:-Typically invests in mid-market companies in India
which offer a strong value proposition in the form of a dominant or leading
franchise, with substantial growth prospects and sustainable domestic or
international competitive advantages.

On the Basis of Experience:-

 Motilal Oswal Private Equity:- Over 20+ years of experience in trading

and investment.
 Kotak Private Equity:- Over 25+ years of Experience in the private equity.
 ICICI Private Equity:- It was launched in 1988.

On the Basis of preferred Sectors for Investment:-

  Motilal Oswal Private Equity:- Focus of Consumer,Financial Services,Life
Science and Industrial Sectors.
 Kotak Private Equity:- Focus on  India's sunrise sectors such as Life
Sciences & Healthcare, Media & Entertainment, Retail, Quick Service
Restaurants, Business Process Outsourcing and Internet driven businesses.
 ICICI Private Equity:- Focus on  Banking and Financial Services,
Insurance, Water, Media and Entertainment, Food, Quick Service
Restaurants (QSR), Diagnostics, Healthcare, Biopharmaceuticals, Specialty
Chemicals, Branded Apparel, etc.

Firms Segmentation Targeting Positioning

Kotak Bank Individual and Investment Sector Complete Banking and Private
Industry Banking equity solutions
ICICI Bank Individual and High and Mid A customer friendly bank which
Industry Banking Income Group uses technology to reach its
customers
Motilal Traders and Urban and Rural Complete Investment and Trading
Oswal Brokers Investors solutions
Financial
Services

Submitted By:
Jaskaran Chahal PGP21074
Jaspreet Singh PGP21075
Kapil Kumar PGP21077
Kartikay Gulani PGP21079
Keshav Shah PGP21080