Loan against shares | IPO funding | Loan against mutual fund units | 
Line of credit against securities | Cool cash

 

Capital Market

 

Introduction


Capital market group understands your business needs and offers you the best opportunity to meet your liquidity requirements by offering short term loans against a variety of securities and mutual fund units. We also provide finance for investment in primary market issues.

 

Birla Global has partnered with its clients in their wealth creation mission for more than a decade. Our experienced team employs a collaborative approach with you to meet your funding objectives through various products that include:

 


Loan against shares

 

We provide loans against marketable shares to individual and corporate clients. Loans are available for High Net worth Individuals (HNIs), Members of Stock Exchanges, Promoters, Corporates and Trusts.

 

Terms

 

Tenure

Upto 365 days with an option to prepay with mutually agreed repayment notice

Security Existing stocks
Loan amount Minimum Rs. 1 Crore
Interest rate Competitive
Margin 30% to 50%

Documentation and Custodian charges

As applicable
Documentation Standard

* Loan at the sole discretion of the lender. Conditions apply.

 

Benefits

  • Liquidity without selling your long term investments
  • Maximize gains on existing investments
  • Take advantage of investment opportunities
  • Easier and faster processing

IPO funding

This product offers an excellent opportunity to leverage your own funds in primary markets and thereby increase the allotment quantum manifold. We provide loans for subscription in the IPOs of equity / equity linked instruments. You have to invest only margin amount with Birla Global Financing the balance application amount. Our 'exclusive' IPO financing scheme provides a single window clearance for application, banking and follow up.

 

Terms


Tenure 15-30 days
Loan amount Minimum Rs. 1 Crore
Interest rate Competitive
Margin Case to case basis
Other charges As applicable

* Loan at the sole discretion of the lender. Conditions apply.

 

Benefits

  • Maximize gains on your existing funds available for investments
  • Take advantage of investment opportunities
  • Procure higher allotments
  • Easier and faster processing

Loan against mutual fund units

We provide loan against open-ended mutual fund units to High Net worth individuals, Members of Stock Exchanges, Corporates and Trusts. You create a lien on your existing mutual fund units and we shall provide loan after keeping the prescribed margin.

 

Terms


Tenure Upto 365 days
Security Existing Mutual Funds units of Equity, Debt and other schemes
Interest Rate Competitive
Loan amount Minimum Rs. 1 Crore
Margin 15% to 30%
Fees/Documentation chargesAs applicable
Documentation Standard

* Loan at the sole discretion of the lender. Conditions apply.


Benefits
  • Higher liquidity
  • Leverage your existing investments
  • Take advantage of investment opportunities
  • Easier and faster processing

Line of credit against securities

In order to enable you to take care of unscheduled financing needs, we provide a line of credit against marketable shares and /or mutual fund units. You can avail the disbursement and make the repayment as per your requirements. Interest will be calculated only for the actual number of days.

 

Terms


Tenure Upto 365 days
Security Existing Shares and/or Mutual fund units
Interest Rate Competitive
Loan amountMin Rs 1 Crore
Margin 30% to 50%
Fees/Documentation chargesAs applicable
Documentation Standard

* Loan at the sole discretion of the lender. Conditions apply.


Benefits

  • Liquidity without selling your long term investments
  • Maximize gains on your existing investments
  • Take advantage of investment opportunities
  • Easier and faster processing
  • Pay interest only for the period of actual funds utilizations

Cool cash

'Cool Cash' provides you an opportunity to make large investments in debt/equity mutual fund schemes by paying only the margin amount. You have to invest only margin amount with Birla Global Financing the balance application amount.

 

Terms


Tenure Upto 365 days
Security Proposed Mutual Fund Units
Interest Rate Competitive
Loan amountMin Rs 1 Crore
Margin 15% to 30%
Fees/Documentation ChargesAs applicable
Documentation Standard

* Loan at the sole discretion of the lender. Conditions apply.


Benefits

  • Ability to leverage existing funds and enhance investment amount
  • Take advantage of investment opportunities
  • Easier and faster processing

For further information please contact

Mumbai: 022-22840223/22826836/22880660
New Delhi: 011-41514990
Email: cmg@adityabirla.com