Corporate Solutions Hub
Empowering Institutions with Smart, Regulated Wealth Strategies
Institutional treasury advisory, PMS & AIF access, and CSR/Trust investment structuring — all under RBI & SEBI-compliant frameworks, with audit-ready MIS and governance-first advisory.
“Because financial discipline and governance are the cornerstones of institutional success.”
📊 Institutional Desk • Audit-ready MIS • Compliance-first Advisory
Treasury Focus
- PMS • AIF • Treasury Structuring
- SEBI & RBI-Compliant Frameworks
- Governance, MIS & Compliance Reporting
- CSR • Trust & Foundation Investments
info@groupinvestment.in • +91 9594705655
RBI & SEBI Regulated
Institutional-Grade Governance
Treasury & Institutional Investment Advisory
Advisory Coverage
- Treasury management for short & long term liquidity
- PSU & AAA-rated debt allocation
- Liquid & short-term mutual funds for daily needs
- Tax-efficient yield enhancement strategies
- Monthly yield reports & compliance-ready MIS
Benefits
RBI/SEBI-compliant frameworks, daily liquidity options, customized policy-aligned strategies and monthly yield reporting for governance.
Ideal For
- Corporate treasuries
- Trusts & foundations
- Co-operative banks & institutional investors
📊 Portfolio Management Services (PMS)
Our PMS partners deliver institutional-grade active management with strict risk overlays, audited performance and institutional custody arrangements.
- Discretionary & non-discretionary PMS by SEBI-registered managers
- Thematic, ESG, dividend yield & sector strategies
- Institutional structures for trust & corporate holdings
- Audited reporting and compliance-ready statements
Use-case: corporate treasuries and trusts seeking higher long-term returns in a compliant structure.
💡 Alternative Investment Funds (AIF)
We provide curated access to institutional-grade AIFs — selected after legal, financial and operational due diligence with managed risk exposure.
- Access to Category I/II/III funds with pre-screened managers
- Private credit, real estate, infrastructure & growth strategies
- Structured lock-in & exit planning for institutional buyers
- Risk-adjusted return focus with governance checks
Ideal for corporates & trusts seeking diversification and long-term alpha outside traditional markets.
🏛️ Trust, SME & CSR Investment Structuring
Specialized investment structures for Charitable Trusts, CSR funds and SMEs to ensure tax efficiency, compliance and policy alignment.
- Section 11(5) & CSR-compliant portfolio drafting
- Board resolutions & investment policy creation
- CSR project fund allocation & audit coordination
- Legal & RERA checks for real estate allocations
Deliverables
- Investment policy document
- Board-ready proposal & compliance checklist
- Audit-grade monthly MIS & reporting
🤝 Corporate Wealth Partnership Programs
Programs
- Employee financial wellness & SIP programs
- Group investment accounts for corporate reserves
- CSR-linked investment & reporting integration
- Retirement & pension overlay services for staff
Outcomes
Improved employee retention, disciplined savings culture, CSR compliance and integrated treasury-to-CSR reporting for boards and auditors.
🧩 Compliance, Documentation & Reporting
- KYC & institutional onboarding
- Investment policy drafting & governance
- Monthly MIS & auditor coordination
- PAN/TAN/GST alignment & audit-ready trails
We deliver governance-first solutions with digital trails, analyst notes and auditor-friendly reports to simplify trustee & board approvals.
Ready to optimise your corporate portfolio?
Request an institutional advisory call for PMS, AIF, bond ladders or treasury solutions.