WHO WE ARE

About Our Company

Sumedha Fiscal Services Limited has evolved into a prominent financial services company, marked by a resolute and committed journey.

Our array of services encompasses Debt Syndication, Financial Restructuring, Stressed Asset Resolution, Mergers and Acquisitions, Equity Placement, Valuation, Takeover, Delisting & Buyback, Initial Public Offering, and Mutual Funds Distribution.

These services fall within the overarching categories of:

Investment Banking Merchant Banking Wealth Management

Our
Philosophy

Small & timely intervention can help you avert a full-blown financial crisis later.

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Vision

To be an end-to-end solutions provider to all market segments, leveraging our backward integration with leading financial institutions in India.

Mission

Our efforts are aligned towards client satisfaction and growth through our integrated approach based on excellence, integrity, and teamwork.

Our Brand Thought

Dialogue builds sustainable relationships. With clarity and honesty embedded, it strengthens long-term partnerships.

Sumedha Milestone

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1995 - 2004

  • Started operations from Kolkata, Delhi, Mumbai and Bangalore.
  • IPO - With BSE & CSE Listing.
  • NSE Trading membership for Equity & Derivative Broking.
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2005 - 2010

  • Dr. Basudeb Sen (Ph.D., Harvard Business School Alumnus) joined the Board.
  • DP services for NSDL & Currency Derivatives.
  • Commodity broking at MCX (through subsidiary).
  • Employee Stock Option Scheme (ESOP) launched.
  • Opened branches at Ahmedabad & Hyderabad.
  • Re-launched website www.sumedhafiscal.com.
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2011 - 2019

  • BSE Membership for Cash & Derivative Broking.
  • SFSL ESOP 2011 announced and modified in 2018.
  • Brand Equities Treaties Ltd. (Times of India Group) invested in Sumedha.
  • SEBI approved Portfolio Management Services launched.
  • Successful rebranding of Sumedha.
  • Promoted Sumedha Management as Insolvency Professional Entity.
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2020 - 2023

  • Focus on Investment Banking activities.
  • Mr. S A Ramesh Rangan & Mr. Santanu Mukherjee joined the Board.
  • Surrender of broking memberships to focus on core business.
  • SEBI approved Portfolio Management Services launched.
  • PAT stands at Rs. 3 Crores.
  • Net worth crosses Rs. 47 Crores.

Value Proposition

01

Convenience

Provide financial services in a convenient and accessible manner to customers who want to manage their finances on the go.

02

Best Deals

Helps in getting best possible deals in terms of pricing, security and other convenants.

03

Professional Integrity

Strong emphasis on confidentiality and integrity in a sensitive business environment - especially in an era where online security breaches and fraud are becoming increasingly common.

04

Track Record and Experience

Proven expertise in analysing and advising on various business and financial models to help customers make informed financial decisions, Ability, experience, and creativity to structure result-oriented financial solutions.

FAQs

What is the network of Sumedha Fiscal Offices? And what is the role of the Branch Offices?

The Registered – Head office is in Kolkata. Sumedha Fiscal has a pan India presence across five centres at Kolkata, Mumbai, Bangalore, New Delhi, and Ahmedabad. All the branch offices function fully as relationship, sales and operational centres.

What constitutes the team profile of Sumedha Fiscal?

The Sumedha Fiscal workforce is a perfect blend of Knowledge and expertise. It has a combination of MBAs, CAs, CSs, and Cost Accountants in its team to deliver best values to its clients.

What is the range of services offered by Sumedha Fiscal?

Sumedha Fiscal offers a gamut of Investment Banking, capital Market, and Wealth Management Services, which mainly include the following:

  • Debt Syndication
  • Financial Restructuring
  • Stressed Asset Resolution
  • Mergers and Acquisitions
  • Equity Placement
  • Valuation
  • Takeover
  • Delisting & Buyback
  • Initial Public Offering, and
  • Mutual Funds Distribution
How can Sumedha Fiscal help in arranging funds for my project?

With its years of experience in fund raising and excellent working relationship with FIs/Banks, Sumedha Fiscal has emerged as a leader in all kinds of fund-raising options.