Project Details

Consultant for Landscape Study of Indian Financial Markets

Global Financial Services Company

 Anywhere in India

Posted on:  19/04/2017


Strategy and Business Development


Strategy development, Business planning processes, Business development, Fundraising, Valuations & business modelling, Data analytics, Program Management Support (PMO), Corporate Strategy,


Investment products and services

Company Details

A Fortune 1000 publicly listed company, headquartered in the U.S.
Its best known for being a market leader in distribution of investor communications on behalf of broker-dealers, including tax documents, account statements, trade confirms, prospectuses, annual & semi-annual shareholder reports, and proxy material for corporate annual meetings. The company has a key role to play in collecting and tabulating shareholders votes for both equity and mutual fund proxy meetings every year. The company has several products in the tax reporting, and advisor space

In addition, company is a leading player in trading and settlement for broker-dealers and institutional investors through it’s Global Post trade management platform, and securities processing services. It also acts as a back office platform and service provider to over 40 larger broker-dealers in the U.S.

Company has a large presence in India, mainly in Hyderabad and New Delhi, with over 5000 employees, mainly in technology and operations roles, helping run the global operations for U.S. based clients.

Assignment Details

We are looking for a consultant who has deep experience with India’s financial markets – structure, hierarchy, intermediaries, regulations, as well as key players with basic understanding of U.S. financial markets so as to draw a comparison between India and the U.S.

There are three phases to this project
1. Primer on the Indian financial services market - Basic stats and facts about the market. Draw out the key features of the Indian financial services industry, especially focused on the corporate governance side. Roles and responsibilities of SEBI, key stock exchanges like the BSE, corporate issuers, broker-dealers, clearing & settlement agencies, and banks. Also include the state of the advisory industry – who the key players are, different types of advisors, strengths and weaknesses etc. contrast and compare with U.S. or other global markets as much as feasible

2. Regulatory framework - also an outside in approach. Key rules and regulations that manage corporate governance in the country - how it impacts issuers, brokers, advisors, investors etc.

3. Vendor profiles - profiles of key vendors in the corporate governance and related spaces, especially to create a list of acquisition targets

Skills Required

Extensive experience in the BFSI industry (India)
Understanding of the US Financial Market
Excellent analytical & presentation skills
Strong netowrk and knowledge of the Financial Services sector
Good analytical abilities and presentation skills

Assignment Duration

1 month(s)

Capacity Required

15-20 Hrs/Week

No. of Positions


Nature of Work


Profile Requirements

Experience: 10+ years

Qualification: Post Graduate or Higher

fleXpertise required

financial marketsfinancial governancestock marketsderivativestradingregulations in financial marketsfinancial regulations





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