Fund Advisory
Overview
At the heart of our Fund Management business is a commitment to aligning investment opportunities with our fund strategy and philosophy. Our services encompass providing growth capital, project financing, and special situation funding to developers, showcasing a track record of success. As on date, we manage four schemes under our subsidiaries, step-down subsidiaries, and associate companies through SEBI, IFSC, and DIFC-registered AIFs, which include:
- Real Estate Special Opportunities Fund – 1
- Real Estate Credit Opportunities Fund – 1
- Nisus High Yield Growth Fund – 1
- Nisus High Yield Growth Fund Closed-Ended
Our fund management approach targets global opportunities, special situations, and urban infra credits, focusing on both performing and opportunistic investments in the real estate and infrastructure sectors. With strategic investments across geographies, including the Gulf Cooperation Council (primarily in the UAE), Mumbai, Bangalore, and other major Indian cities.
In the past, we successfully managed Real Estate Asset Performance – 1 (REAP-1), with a corpus of ₹400 Crores, under our subsidiary Nisus Finance & Investment Managers LLP.
Our integrated approach combines fund management with advisory services, creating a cohesive ecosystem where developer partners and investee developers collaborate closely. This synergy enhances the value proposition for all stakeholders, allowing us to explore joint ventures and strategic opportunities across diverse asset classes, including residential, commercial, retail, hospitality, industrial, and warehousing sectors.
Philosophy
Our investment management philosophy pivots on four pillars:
- Our capital first
- Capital protection and superior risk mitigated returns through sharp asset management
- Deep due diligence and documentation to ensure favourable outcomes
- Sharp focus on exit
Core Pillars of the Investment Philosophy:
- Personal Skin in the Game: Our sponsors commit 5%-15% of the fund’s total corpus from their own capital, ensuring alignment, engagement, and a prudent approach to investments. This personal investment has allowed us to consistently outperform industry return and exit averages, offering a significant comfort factor to our investors.
- Capital Protection and Risk-Adjusted Returns: Our strategy focuses on protecting initial capital while achieving risk-adjusted returns. We employ rigorous risk assessments, diversification, and hedging strategies, supported by active portfolio management, cost control, and strict regulatory compliance. This approach optimizes performance while minimizing risks for long-term, sustainable results.
- Thorough Due Diligence and Documentation: We follow a meticulous approach to documentation and structuring, ensuring security and control throughout the investment process. Our in-house team of experts works alongside legal and tax advisors to craft investment documents that undergo rigorous testing, safeguarding investor interests.
- Distinctive Expertise in Exits: We have a proven track record in managing successful exit strategies, even in challenging circumstances, such as the Covid-19 pandemic. Supported by experts in technical, financial, and market dynamics, our team remains focused on delivering favorable outcomes through vigilant oversight of each investment’s performance and exit strategy.
Team
Our most important asset is our people. We seek to consistently reinforce our management strength and experience through corporate governance and our employees’ commitment to our business through recruitment, training a performance review and compensation system that emphasizes teamwork. Our management team has shown adeptness in formulating and implementing targeted strategies that fostered the growth of our business, fortifying our position in the market.
We are confident that the industry expertise and leadership of our senior team, coupled with their extensive experience, afford us a competitive edge. This advantage is pivotal in our ability to attract top-tier talent, execute our strategies effectively, and achieve our long-term goal of ensuring sustainable growth throughout our operations. The Investment Manager (IM) has in house experts covering legal, accounting, tax, credit, compliance, marketing, investor relations, analysis, structuring and research.
The IM is headed by Amit Goenka, a foremost expert in this space on whose vision the products and funds have been incorporated.
Amit Goenka
Managing Director
Mr. Amit Goenka, Managing Partner at Nisus Finance Investment Managers is an industry veteran and has successfully managed over 5 funds with successful and timely exits. He has built a proven track record of over USD 300 mn in India Real Estate asset management through establishment of the core philosophies of investment, viz deft documentation and structuring, realistic planning and capitalisation, high skin in the game and focus on exits. Mr. Goenka has played a pivotal role within the India real estate ecosystem over the past 15 years, actively helming and participating in industry bodies like NAREDCO, GRI, CREDAI, FICCI and IMC, and representing the sector on various government panels including SEBI, RBI, RERA and Ministry of Housing. Mr. Goenka is a much sought after speaker at all Real Estate forums in India including VCCircle, FICCI, IMC, CII, GRI, APREA, NAREDCO etc besides his frequent appearances on mainstream electronic and print media. He brings high brand recall and assurance to the stakeholders and is deeply networked within the Indian Real Estate industry. He is passionate about real estate investments that provide capital assurance and high risk adjusted returns.
Advisors / Partners
Approach
A. Source
The Fund Advisory works with capital providers and Limited Partners both domestically and globally including HNI/ UHNI, family offices, corporate treasury, DFIs, trusts, offshore entities, foreign institutions, Fund of Funds and other capital participants.
We bring significant assurance to our LPs through our deep functional expertise, vast track record, superior returns and strategies which are guided by our philosophy, ethos and personalised approach to business.
The NiFIM is well networked with industry bodies, intermediaries, Real Estate and Construction companies, financial institutions and other investors which brings in a huge pipeline of opportunities set for the fund pools to choose from.
B. CURATION OF TRANSACTIONS
The Fund Advisory works with capital providers and Limited Partners both domestically and globally including HNI/ UHNI, family offices, corporate treasury, DFIs, trusts, offshore entities, foreign institutions, Fund of Funds and other capital participants.
We bring significant assurance to our LPs through our deep functional expertise, vast track record, superior returns and strategies which are guided by our philosophy, ethos and personalised approach to business.
The NiFIM is well networked with industry bodies, intermediaries, Real Estate and Construction companies, financial institutions and other investors which brings in a huge pipeline of opportunities set for the fund pools to choose from.
C. DYNAMIC ALIGNMENT
In keeping each fund pool of limited size with co-investment opportunities for LPs, we are agile to the market’s capital needs, evolution of models and needs of our investors. Our products and investments are uniquely structured, meet the investee companies needs while optimising the risk and return matrix.
We are forward looking in our business outlook and have incorporated principles of Environment, Social Impact and Governance (ESG) as part of our business, investments and with each of our investee companies. We encourage projects with strong ESG framework and work closely with promoters to propagate the best practices with ESG in their developments and dealing with all stakeholders.
Gift City Fund: Nisus High Yield Growth Fund
Our Transaction Advisory business supports developer partners in various transactions, including outright sales, joint ventures, joint development, and capital structuring. We provide tailored advisory solutions based on the growth plans of our partners, leveraging deep market insights to offer asset monetization and capital solutions in the real estate and urban infrastructure sectors.
Transaction Advisory
NiFCO Transaction Advisory Services Group Works with private equity firms, corporate acquirers, and hedge funds to identify and maximize value at every point in the transaction lifecycle. NiFCO provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries nad geographies.
