Retirement Funds Solutions

We are actively engaged with 200+ Retirement Funds like PF Trusts, Pension Funds, Superannuation & Gratuity Funds, Leave Encashment Funds etc. of both PSU and Private entities.

We serve as a ‘single window’ for:

  • Advisory on formation of Trust and its exemption from EPFO/IT authorities & framing of internal investment guidelines
  • Arranging for awareness and training seminars for PF Trusts
  • Investment advisory under each of the prescribed categories including assistance in both buying & selling of securities
  • Active consulting on comprehensive portfolio review, report on asset liability mismatch and compliance & audit

Financial Products & Investment Solutions

We provide investors with access to a wide range of investment products and helping them make informed investment decisions. We continue to be one of the leading national level distributors of financial products and solutions like Mutual Funds, Bonds, PMS, AIF amongst others.

Our deep understanding of financial markets and analysis of market trends coupled with exhaustive research of the products, helps our investors make informed investment decisions.

Our tech platform & mobile app, serves as a robust portfolio and transactional tool for our investors that provides them with complete control of their holdings in real time.

Funds Raising

Arete Group provides extensive transaction advisory for fund raising. Our Fund Raising Division is headed by industry veterans who have over four decades of superlative experience of successfully closing borrowing mandates for PSU, State, Municipal & Private sector entities.

We have successfully helped our clients raise funding through long term bond issuances. We also remain the largest mobilisers in CPs/CDs for the last 5 consecutive financial years with volumes of over INR 2.7lac crores (YoY) through Arete Securities Ltd.

Independent Valuation Services

Arete Group (through Arete Securities) provides independent valuation services for Corporates, AIFs, Family Offices, Trusts etc. for their various requirements including, but not limited to

  • Fair valuation for statutory/regulatory (IBC/non-IBC) purposes and Investment Impairment testing for accounting purposes
  • Acquisitions, Assessment of Merger Swap Ratio, Valuation of business segments/divisions for spin off/restructuring
  • Employee Stock Options Valuation, Share Purchase/Investment/Fund Raising/Common Stock for FBT/Perquisites Purposes
  • Goodwill Impairment testing and Asset valuation for purchase price allocation for accounting
  • for business combinations (US GAAP/IFRS/Indian GAAP)