Financial analysis is the examination of financial information to reach business decisions. This analysis typically results in reallocation of resources to or from a business or a specific internal operation.
We assist our customers in analyzing the financials in a very fair and transparent manner so that the results are free of any prejudices and biases.
Corporate Finance and Investment Finance
Financial analysis can be conducted in both corporate finance and investment finance settings. In corporate finance, the analysis is conducted internally, using such ratios as net present value (NPV) and internal rate of return (IRR) to find projects worth executing. A key area of corporate financial analysis involves extrapolating a company's past performance, such as gross revenue or profit margin, into an estimate of the company's future performance. This allows the business to forecast budgets and make decisions based on past trends, such as inventory levels.
In investment finance, an outside financial analyst conducts a financial analysis for investment purposes. Analysts can either conduct a top-down or bottom-up investment approach. A top-down approach first looks for macroeconomic opportunities, such as high-performing sectors, and then drills down to find the best companies within that sector. A bottom-up approach, on the other hand, looks at a specific company and conducts similar ratio analysis to corporate financial analysis, looking at past performance and expected future performance as investment indicators.
There are two types of financial analysis: technical analysis and fundamental analysis. Technical analysis looks at quantitative charts, such as moving averages (MA), while fundamental analysis uses ratios, such as a company's earnings per share (EPS).
Hence, helping customer in managing their investment portfolio to meet their investment objectives by giving them the best professional guidance and advisory is our primary goal.