Associated 

Partners Private Limited | +91 20 2543 4470 | pf@ap-india.in | www.ap-india.in

SERVICE PROFILE

FUND RAISING
ADVISORY

STRICTLY PRIVATE AND CONFIDENTAL

FUND RAISING ADVISORY

SERVICE PROFILE

Waters we sail in

Associated Partners Private Limited (APPL)

is management consulting firm practicing in
the field of finance & compliance.
DEBT SYNDICATION
Advisory and support in representation with
lender FI / Bank for fund approval along with
project report, terms negotiation & structure. 

We focus on assisting expanding businesses

to manage the financial & compliance
matters to pursue business growth. Industry
expertise set us apart in consulting we do PRIVATE EQUITY
Advisory and support in buy/sell investment
where every financial & compliance business opportunities with diligence, valuation & deal
decisions matters against the backdrop of structuring.
dynamic economic landscape of India.

We operate from Pune, India office with

family of 35+ professionals with subject
matter expertise in the field of finance, debt
syndication, corporate planning, audit &
assurance, tax & regulatory compliance, due
diligence, valuation & government liaison.
GOVERNMENT INCENTIVES
Liaisoning with government for approval of
incentives under various state or central policies
for PSI, SFI, Textile & Tourism etc. 
ASSOCIATED PARTNERS 
SERVICE PROFILE
WHAT WE DO
APPROACH
We believe that solutions can be
assessed after a thorough
comprehension of the client’s needs
and should be reflected through real &
measurable goals.
We structure our advisory after an
elaborate diligence with emphasis on
optimum business risk and practical
deliverable solutions within the legal
framework bound by ethical practices.
We believe in continuing business
relationship with promoters, ethical
practice & compliance.
EXPERTISE
Our rich portfolio boasts of INR
100Mn+ highly successful mandates
across industries spread in areas of
manufacturing, auto, sugar, distillery,
food & beverages, infrastructure, real
estate and trading houses.
We have represented our client's to
almost all prominent PSU / FI / NBFCs
Our consistently successful
performance in raising finance is a
result of our expert ability to provide
solutions that effectively cater to
borrower as well as lender
requirements.
FUND RAISING ADVISORY

DRAFT MANDATE
Engagement
Exclusive financial adviser to [client] in representing, structuring, assisting in fund raising for
the [Project] from Lenders by way of Bank Loan, Private Equity or Joint Venture.

Delivery
To strategize and support [client] in raising funds either from existing or new lenders
wherever feasible
Structure the Fund raising plan on the basis of realistic operational cash flow and develop
pitch for seeking funds for the project.
Scope
Review business plans, financial statements and future cash flows including sensitivity
analysis.
Structuring of feasible proposals after discussions with the management and arriving at
the most suited alternative.
Planning and execution of strategy for approaching the right lenders / investors.
Drafting, preparation and submission of proposals to the lenders/investors.
Guiding, assisting and supporting management in the presentations to be delivered at
the appropriate forums narrowed down vis-à-vis the proposal
Assistance in query resolution.
Participating and assisting the management in crucial negotiations for a successful
approval of the proposals
Evaluation of sanctions / offers received.
Coordinating and liaison with third party agencies (valuation, TEV study) including legal
counsel for documentation involved.
Limitations
Financial advisory services do not include any other project/venture other than related to
[Project] as detailed in above proposal.
Relationship with the borrower and lender is limited to the extent of successful closure of
the transaction. APPL will not be a party to any further contract or terms arising between
the lender and the borrower, either jointly or in their individual capacities.
Representations on behalf of the borrower or lender vis-à-vis financial projections is
strictly based on calculations arrived at on the basis of estimated future income and is
not be construed as a guarantee in any manner whatsoever of the actual performance,
results or outcome which is solely the responsibility of the management of the parties to
the transaction.
Services for the said engagement are limited to the scope mentioned above and do not
include legal, due diligence and audit & assurance services. Our goal is to
Exclusivity Tenure & Other build
2-3 months from the date of mandate (exclude existing & other lenders specifically
sustainable,
disclosed by [client] at the time of mandate
Mandate Initiation Fees [INR    ] includes advise of fund raising structure internally & respectable,
preparation of proposal along with internal financial appraisal. Mandate initiation fees are
growth
nominal & non-refundable.
Balance Fees [INR    } to be payable at the time of final sanction of the debt / equity oriented &
proposal.
unique
Fees include out of pocket expenses & taxes.
Other standard terms of the engagement as per signed mandate apply. institution.

Associated Partners Private Limited | CIN - U74900PN2012PTC145352

 +91 20 2542 4470 | info@ap-india.in | www.ap-india.in
65/20,"Krutanjali”, Shangrilla Restaurant Lane, 
Law College Road, Erandwane, Pune 411 004, India