FINAL REPORT

Submission type - FINAL REPORT

Project group - MWH 012 NMU 28.06.2020

Submitted by - TEJASWINI SOLANKI

(Investment Banking Associate- MWH Holdings)

Submitted to - Chetan Patel Sir

(CEO & Founder-MWH Holdings)

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 TABLE OF CONTENTS

S. Topic Page
No. No.
1 ABOUT THE COMPANY 5
.
1.1 Company Details 6
1.2 Services 7
1.3 Customers 8
1.4 Competitors 9
2 ROLES AND RESPONSIBILITIES 11
.
3 LEARNINGS 12
.
4 CONCLUSION 13
.

COMPANY - MONEY WORK HERE (MWH HOLDINGS)

EMAIL ID - mwh.wealth@gmail.com

COMPANY DETAILS

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 A. COMPANY DETAILS

MWH Holdings is an 11-year-old banking company based in Mumbai. Chetan Patel is the
founder and CEO of investment bank firm. This is a small investment banker. It is
responsible for purchasing, manufacturing, developing, managing and marketing alternative
products / investments. MWH Holdings originated in Singapore and was established in
India, with the objective of obtaining vertical expansion of the business.

It has operations in the domestic and global markets. Hong Kong, Singapore, Dubai and
Houston are some of the global jurisdictions for its global operations. In India, they have
offices in Mumbai and Bangalore, and offices in Pune and Surat.

MWH Holdings is a wholly owned subsidiary of the original company with headquarters
abroad. The size of the company is 50 employees. Its active client base is 159. Its client base
includes companies from different areas, such as: furniture, healthcare diagnostics chain,
housing finance companies, hotel resorts, shipping companies, etc.

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They follow the structure of a flat organization. They have colleagues and partners. A single
partner is responsible for handling multiple projects. They believe in outsourcing work
because it can improve efficiency and help them provide quality services.

A.1 COMPANY DETAILS:

 NAME: MWH HOLDINGS

 AGE: 11 YEARS ( SINCE 2010)
 BUSINESS ORGANIZATION: Sole Proprietorship (Registered in
Mumbai, Maharashtra registered with AIBI )
 MARKETS: presence in global markets, with consultants working in
India, Cambodia, United Kingdom, Philippines, Thailand and Hong Kong.
 BUSINESS SCOPE: Consultancy Firm – Providing consultancy services
in raising of equity to various business enterprises diversified in India.

B. PRODUCTS/SERVICES

MWH Holdings also provides services in the areas of brokerage and stock research, securities
agency and custody of securities and investments in private equity and asset management.

In investment banking, clients make investments with many institutions and banks. The
companies that will allow them to obtain investments will receive the project.

MWH Holdings' investment is "I-ASK-I": -

• Inorganic Growth Promoter

• Asset Light Business Model

• Sale Focus

• Knowledge Driven

• Interest Deleveraging

In recent years, the team has completed several successful transactions in India. The
company provides customized consulting solutions to clients looking for mergers and
acquisitions, joint ventures and financial support.

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Within the scope of the solution's investment banking business, MWH Holdings India
provides services to domestic and foreign investors looking for special investment situations
and structured products in the credit and debt capital market. The company provides
exclusive investment capital solutions from Xian.

It allows us to carry out transactions of structure, proposal and customization of funds in the
mezzanine or in the shareholder layer of the capital structure. We can deploy this solution
across all major asset classes, providing financing for quasi-debt or preferred shares at the
company or shareholder level.

The company is also can active ownership in stock exchange enlisted company NOVA
Publications.

C. CUSTOMERS

Companies of different sizes and shapes are potential customers of investment banks. If a
company wants to go public, it will involve an investment bank. For mergers and acquisitions
above a certain scale, use an investment bank. Large companies issue bonds through
investment banks. Different investment banks target different customers and financial
products.

The company's investment bank clients can include business owners, funds and start
businesses. Its client base includes companies from different areas, such as: furniture,
healthcare diagnostics chain, housing finance companies, hotel resorts, shipping companies,
etc.
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They have an active customer base in India, with more than 159 diverse customers. They
currently have a track record of mobilizing approximately 27 billion investments in
2019. They plan to focus on businesses, educational institutions and local businesses this
year.

How does Services reach customers?

MWH reaches to its clients through following ways:

- Business Enquires

- Business Presentations

- Website (Email)

D. MARKET AND COMPETITION

MWH Holdings is entering into a medium-sized investment banking business. The

comprehensive measure of the overall competitiveness of the comprehensive investment
bank of the accompanying product, which summarizes all aspects of competition, such as
expenses, price accuracy, analyst recommendations, distribution resources, market-creating
resources, debt issuing resources and overall reputation.

SBI Capital Services

IDBI CAPITAL INDIA
Limited
Particulars

Start Year –1993 Start Year – 1986

1. Age
Age: 27 years Age: 33 Years

Consultancy services along Provides integrated financial

2. Services
with other investment banking services catering to retail,
services institutional and corporate
clients.

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 3. Presence India India, UK, Singapore etc.

4. Net Worth 2.5 billion 5 billion

Companies looking for subscribers with a higher reputation face a relatively uncompetitive
market. Despite these concerns, the exact nature and extent of competition in the investment
banking sector remains elusive.

E.FINANCIAL PERFORMANCE

The company is not listed on any active stock exchanges in India and so the question of
dividend payments doesn’t arise. The company was able to mobilize 2700 crores worth funds
in 2019. The company has been generating positive revenues since incorporation but due to
privacy commitments they are unable to disclose the same to us.

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 GROWTH STORY OF THE COMPANY

The history of the Investment Bank of India dates back to the 19th century, when European
commercial banks created trading companies for the first time in the region. Since then,
foreign banks (non-Indian banks) have dominated the country's investment operations and
commercial banks.

The private capital pool of Indian entrepreneurs has expanded as a strong demographic
structure has led to structural growth in the economy, making India an important investment
agenda for many long-term institutional investors.

MWH HOLDINGS is a multinational investment bank and financial services holding

company based in Singapore. It expanded its business in India in 2010 and has been growing
ever since. As a "convex and concave support" company, it is an important provider of
several investment banks and financial services.

The MWH Holdings home was born as a partner and partner. The company has grown from
55 EFY customers to 152 elite customers. Currently, it also has the listed company NOVA
Publications and the C GOLD infrastructure.

The company is based on LUXUROUS ELEVTORS '9.4 billion transactions and, based on
funds raised, can mobilize up to 27 billion diversified investments.

UNDERSTANDING OF THE COMPANY’S ORGANISATION CULTURE BASED ON

YOUR ANALYSIS OF ITS GROWTH PATTERNS, ACHIEVEMENTS AND RECOGNITION

Here is the American motto, which is the motto followed by MWH HOLDINGS employers
and employees.

The corporate culture of the investment bank is accused of being truly toxic. The investment
bank is important.

• Motivation is one of the important factors for a person's success. Investment banks hire
people motivated to get rich.

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• People must have reasonable things to maximize their potential, that is, income or career
development, and investment banks need people with that mind-set. T
• The problem is in the evaluation process. In the assessment process, only one side of the
coin is assessed, that is, the employee's performance, but not the other side of the coin, that is,
whether the employee is consistent with what you want in terms of risk.

The professionalism of MWH HOLDINGS employees -

1. We strive to do the right thing in the right way.
2. We maintain integrity.
3. We avoid complacency.
4. We refer to and strengthen our values.

As an investor, we recommend:
1. We maintain long-term relationships based on mutual trust and respect.
2. We are very agile and eager to foresee.
3. We insist on total discretion and confidentiality

As a colleague
1. We strive for high performance.
2. We value the efforts of the team.
3. We value cooperation.
4. We give and receive feedback to improve our performance

To acquire potential employees and retain existing employees, MWH’s organizational culture
involves the following practices:
I. Continuous feedback:
Conduct continuous inspections of employees (including interns) and guide the work / tasks
they perform. Helps to create a culture of employee growth in the organization.
ii. Internship and training plan:
The internship and training programs provide enough talent for society to give back to
society. In addition, it also provides training for potential employees.

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iii. Guidance:
Interns are designated directly with the CEO who will assist them during the study
period and train them according to industry requirements. Facebook took a similar
approach to bringing together talented employees.
iv.Achievements and recognition:
Employees are recognized for their efforts and are rewarded through financial
incentives or additional benefits, thereby creating a healthy competitive environment
in the organization.

COMPARITIVE ANALYSIS

MWH HOLDINGS is mainly involved in fundraising, while its competitors are companies based on
medium-sized investment activities, such as SBI CAPITAL SERVICES.

• Investment banks and equity firms are involved in delivering the company's shares to investors and in
promoting merger and acquisition transactions.
• Investment banks usually act as intermediaries in the functions of sellers, sell market shares of listed
companies to other investors and participate in various other activities related to investment banks.
• On the other hand, equity firms invest funds in private companies in the form of buyers and, mainly,
carry out fundraising activities only.

As MWH HOLDINGS is mainly a personal business, there are no diversified businesses; therefore,
compared to SBI, its operational scale is smaller because it is involved in several businesses and
provides a solid India to serve diverse customers and their needs. Customer market. In addition,
competitors are listed on the stock exchange, making it more famous. Income is also very different.

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 ROLES AND RESONSIBLITIES

 Sourcing and evaluation of new investment opportunities in our sectors of

interest
Championing of identified deals through the investment committee
Coordination of due diligence and closure of deal transaction (end-to-end)
 High-touch support and involvement with the investee companies, proactively
work with management and board of assigned companies to achieve scale,
organization build-out and KPIs
 Managing of exit from assigned companies at the appropriate time
Research and build-out of knowledge base and fund view on sectors of interest
 Defining and implementing systems and processes to improve the scalability
and value-add of the fund
 Contribute actively towards overall fund level thinking and strategy
 Active participation in the start-up community, develop a robust ecosystem of
peer VCs, CEOs, board candidates, bankers, etc.
 Sourcing and evaluation of new investment opportunities in our sectors of
interest
 Championing the understanding of identified deals through the investment
committee.
 Understanding the coordination of due diligence and closure of deal transaction
(end-to-end)
 High-touch support and involvement with the investee companies, proactively
work with management and board of assigned companies to achieve scale,
organization build-out and KPIs
 The study of exit from assigned companies at the appropriate time
 Research and build-out of knowledge base and fund view on sectors of interest
 Defining and implementing systems and processes to improve the scalability
and value-add of the fund
 Contribute actively towards overall fund level thinking and strategy
 Active participation in the start-up community, develop a robust ecosystem of
peer VCs, CEOs, board candidates, bankers, etc.

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 LEARNINGS

When it comes to understanding “what do investment bankers do?”, it’s important to look at
the skills required for the job. An investment banker has a wide array of responsibilities,
ranging from conducting industry research to tracking financial trends and handling a pile of
administrative duties. The exact responsibilities depend on the firm, division, and industry
category. Investment bankers should expect to perform the following activities.

1. Research and analysis

Investment bankers spend hours analyzing market reports and databases to get relevant
information to aid in decision-making. The research may range from finding and
comparing stock performances for several companies to building company profiles for
reports. On a given day, they may spend countless hours finding the latest technology in
healthcare, the size of oil fields in Nigeria, or studying emerging market economies in Asia.

2. Financial modeling & valuation

Doing company valuations, performing financial modeling, and calculating financial metrics
requires people who are good with numbers, and this is one of the responsibilities that
investment bankers should expect to fulfill on a daily basis.
An investment banker needs to be an Excel Poweruser, and know his or her way
around valuation multiples to predict company performance.

3. Preparing Investment Presentations

New investment bankers are required to prepare pitch book presentations that outline
proposals, benefits, risks, and timelines. They are required to do the majority of the work,
from preparing slides to making presentations, after factoring in comments and markups from
the seniors. Investment analysts should be prepared for sudden and unreasonable deadlines
for the pitches and presentation materials.

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 4. Administrative Tasks
Apart from the usual responsibilities, investment bankers may be required to organize
meetings, make travel arrangements, prepare notes, print documents, edit reports, and send
updates to team members. On several occasions, they may find themselves making coffee,
booking a restaurant for a group dinner, fixing printers, and running other minor errands.

Some investment analysts call themselves “mini-admins” due to the many administrative
roles that they perform every day.

If you handle it correctly, an investment banking internship will be your gateway into a
lucrative career in finance.
And if you handle it poorly, an investment banking internship will be like your last life in a
video game before the enemy swarm kills you, knocks your body into a lava pit, and devours
your corpse.

CONCLUSIONS

I personally want to thank you for shaping us into what we today that is a student with an
academic background to an IB professional. Thank you so much for the opportunity to be your
associate investment banker. I can confidently say I wouldn’t have grown and learned as much as I
have these past [8weeks] without your constant feedback/support/guidance/mentorship. I’m so
grateful for advice or experience they gave you, and especially enjoyed project. As a result of this
experience, I’m more excited than ever to pursue a career in Finance and feel well-equipped to
take on role or responsibility I would like to in near future.

By including me in projects outside of the internship scope, you gave me the chance to learn
networking and security fundamentals. Working alongside you to troubleshoot connectivity and
configuration issues made it clear that I should pursue a career in network operations when I
graduate in May next year.

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