LKP's PF Desk provides services by extending good investment opportunities and carefully managing Provident funds, Gratuity funds, Retirement benefit funds of corporate, PSUs and Trusts. Team of professionals design specific investment plans, which are monitored daily and are reviewed through personal meetings and dialogues with clients.Team of professionals design specific investment plans, which are monitored daily and are reviewed through personal meetings and dialogues with clients. LKP has been appointed advisors to Employee Benefit & Retirement Funds of more than XXX funds. Including XXX, XXX, XXX, XXX, etc. to name a few, with a corpus of over INR XXXX Bln. LKP has a dedicated team that advises on retirement fund planning and solutions, with an emphasis on managing risk and returns, credit quality, within relevant applicable laws & guidelines, advice on taxation & tax solutions, etc.
INVESTMENT ADVISORY
The corpus of retirement benefit fund sector in India is growing manifold with companies managing the wealth of their employees and hence there is an evident requirement for professional and proactive management of their trusts. LKP offers investment advisory services to retirement benefit trusts, which helps them identify ideal investment opportunities for their retirement planning. LKP also offers active investment management, i.e., managing investments on behalf of the trust.
MANDATED SOURCING
In an evolving regulatory scenario, we advise and recommend appropriate asset allocation strategies that meet our clients’ long-term goals. We add value using our market expertise and experience by proactively studying existing portfolio exposures, conducting a thorough risk profiling of the funds’ assets and developing an in-depth understanding of the funds’ liability profile. We also advise on specific assets across all asset classes including rates, credit and duration options besides terminal value where applicable.
LIQUIDITY MANAGEMENT
We provide liquidity to our investors by giving secondary market exits on their holdings at competitive pricing levels which allows them to effectively manage their cash position or trim their credit risk. By ensuring a quick and smooth execution, LKP has gained significant market share in this segment making it an industry leader.
