Capital-Raise Plan for New upcoming Mortgage Bank
Budget: ₹1,000,000 – ₹2,500,000 INR
I am setting up a new mortgage bank in India that will mirror the stringent, client-centric Swiss legal framework to serve elite customers and corporate borrowers. To secure the launch capital, I need comprehensive financial consulting focused on individual (high-net-worth) investors.
Your main mission is to turn the concept into an investable proposal that attracts and convinces these private backers.
What I need from you
• Investment strategy – size the opportunity, structure the offer, and outline the returns in a way that resonates with sophisticated Indian HNWIs.
• Risk management narrative – identify regulatory, credit-quality, and market risks, then craft mitigation tactics that prove we are adopting Swiss-level discipline.
• Detailed financial modeling & projections – build a dynamic, five-year model in Excel (or similar) covering P&L, balance sheet, cash flow, capital adequacy, and stress scenarios.
Acceptance criteria
1. Financial model is fully linked, scenario-ready, and passes a sensitivity check.
2. Investor deck translates the model into a clear story with no more than 20 slides.
3. Written risk memo (max 10 pages) shows compliance alignment with Indian and Swiss-inspired statutes.
If you have closed bank or NBFC raises before—and can demonstrate mastery of valuation, Basel/IFRS norms, and HNWI outreach—let’s begin right away.
Your main mission is to turn the concept into an investable proposal that attracts and convinces these private backers.
What I need from you
• Investment strategy – size the opportunity, structure the offer, and outline the returns in a way that resonates with sophisticated Indian HNWIs.
• Risk management narrative – identify regulatory, credit-quality, and market risks, then craft mitigation tactics that prove we are adopting Swiss-level discipline.
• Detailed financial modeling & projections – build a dynamic, five-year model in Excel (or similar) covering P&L, balance sheet, cash flow, capital adequacy, and stress scenarios.
Acceptance criteria
1. Financial model is fully linked, scenario-ready, and passes a sensitivity check.
2. Investor deck translates the model into a clear story with no more than 20 slides.
3. Written risk memo (max 10 pages) shows compliance alignment with Indian and Swiss-inspired statutes.
If you have closed bank or NBFC raises before—and can demonstrate mastery of valuation, Basel/IFRS norms, and HNWI outreach—let’s begin right away.