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O2I Provided Investment Research Services to a Well-known Financial Consulting Giant

Case Study on Investment Research to Financial Consulting Firm

The Client

Based out of Manama, Bahrain, the client is a well-known name in Financial Consulting industry. The client has over a decade-long experience in providing investment banking services, corporate finance and reporting services, finance analysis, asset management, financial modeling, mutual funds, risk management, equity research, etc. The client provides insights to their customers on mergers and acquisitions (M&A) and also provides information on investment returns. With a strong local and international customer base, the client requires financial research services to support his reports.

Requirement & Challenges

The client was looking for financial research and modeling assistance for one of their customers. They needed information on budget and expenditure of a specified enterprise for the last 10 financial years till the third quarter of 2017. They needed Subscriber acquisition cost, Average Revenue Per User (ARPU), and churn rate information including -

  • Analysis of revenue (product/services), cost, CAPEX, EBIDTA, Net Income
  • Devices sourced from ODMs and other supplier: Investors analysis, profitability
  • Capital structure Analysis: Solvency Ratios, Weighted average cost of capital (WACC)
  • Liquidity, Activity, and Market Ratios
  • Profitability Ratio, including ROA and ROE

Unavailability of the most recent data and a grueling timeline posed as a major challenge for this project.

Our Solution

Our Financial research analysts at Outsource2india meticulously grasped the client's requirement and provided the exact output. Looking at the requirement which involved investment analysis, financial research, and modeling, we provided an Excel file with all relevant financial analysis of 10 financial years. To provide maximum clarity, we also provided a word document discussing and highlighting the analysis of the findings. Furthermore, a PowerPoint presentation was also provided by our expert analysts for visual clarity to be showcased to the concerned customer. The mode of communication for requirement understanding was mostly through calls and e-mail exchanges. We deployed a team of one research analyst to work on the project and one quality analyst to ensure the project deliveries met the global standards. The client was greatly pleased with our services; and this helped Outsource2india build a long-term association with them.

Outsource2india's Advantage

Outsource2india's vast experience in financial research enables us to help our clients gain a significant edge over their competitors. Our financial experts are well trained and are equipped to handle any kind of research services requirements. We are an ISO certified firm that assures quality deliverables at cost-effective and flexible pricing model. Our strategic global location allows us to meet research requirements in multiple languages and regions. We provide a gamut of other financial services, making it easy for the clients to fulfill all their requirements from a single partner.

Partner with Outsource2india - Leading Provider of Investment Research Services

At Outsource2india, we offer a wide range of high-quality financial research services including investment research services. Having over 25 years of industry experience, we are capable of catering to any type of financial research requirements of the clients. Our services also include asset management support, credit research, equity research, etc.

If you are looking for a reliable, high-quality financial research partner, Outsource2india is the right option for you. Contact us today to learn how we can help you with your requirement.

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