CARE Advisory Research & Training Ltd. (CART) A-1102/1103, 11th - - PowerPoint PPT Presentation

CARE Advisory Research & Training Ltd. (CART)

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A-1102/1103, 11th Floor, Kanakia Wall Street, Chakala, Andheri - Kurla Road, Andheri East, Mumbai- 400093 +91-22-6837 4400 (Board)

cart@care-cart.com www.care-cart.com/www.care-trainings.com

• CARE Advisory Research & Training Ltd. (CART) is a wholly-
• wned subsidiary of CARE Ratings Ltd. (leading credit rating

agency of India).

• CART is engaged in the business of rendering financial and

business advisory services, undertaking due-diligence studies and appraisals of all types of projects.

• CART services a variety of business research needs of

Corporates/FIs with credible, high-quality research and analysis on various facets of the Economy and Industries.

• CART also caters to the training needs of corporates and

professionals through its on-line/off-line training programmes.

About CART

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100% ownership

• CARE Advisory is manned by top quality professionals from finance/management stream with

extensive experience in infrastructure, manufacturing, finance and services sectors.

• CARE Advisory offers its clients pragmatic solutions – solutions that are legally tenable, technically

feasible, commercially attractive and financially viable.

• CARE Advisory offers advisory services in following areas:

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Transaction Advisory

• Valuation
• Information

memorandum

• Due diligence

Banking Services Advisory

• Techno Economic

Viability Report

• Cost Vetting
• Lenders Independent

Engineer Report

• Vetting of NPA

Resolution Plans/Debt Restructuring TEV Corporate Advisory

• Detailed Project Report

(DPR)

• Feasibility Study
• Financial Improvement

Plan

• Business and Financial

Restructuring

• Bid Process

Management

• Supplier/Customer

assessment Financial Sector Advisory

• Risk Management

strategies

• Credit Appraisal Process
• Stress Account

Management

• SME Credit Assessment/

Score

• Bank Statement

Analyzer

• CARE Advisory is empaneled with various banks for offering Techno Economic Viability assessment

reports.

• CARE Advisory is also working along with Government Authorities for assessment of urban local

bodies and preparing their financial improvement plans.

• CARE Advisory also works along with various other government authorities on policy related issues

(e.g. Advising TAMP on tariff fixation for ports).

• Some of our domestic/international Clients are mentioned below:

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• CARE Research provides customised research services to Indian and

Multinational corporates for their various requirements.

• CARE Research also provides Credit research support to local

banks/FIs/MFs/Insurance firms/Fintech companies.

• In the last 2 years, we have supported more than 30 corporates by

providing independent industry research report for DRHP filing.

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“Research is to see what everybody else has seen, and to think what nobody else has thought.”

• CARE Training offers its programmes through on-line as well class

room mode.

• CARE Training also offers customised training programme to

Corporates/Banks/FIs for their specific training needs.

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Class room Training conducted in Mumbai

www.care-trainings.com

Executive Class room Training Program

• 2 day course on Trade Finance
• 1 day course on Corporate Credit Risk Assessment
• 2 day course on Project Finance
• Excellence in SME Lending (2 day Program)
• Stressed Asset Resolution-Challenges & Opportunities (2 day program)
• IFRS – IndAS (2 day program)
• Corporate Valuation and Mergers & Acquisitions (2 day program)
• 2 day course on Credit Management
• 2 day course on Risk Management

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On-line courses

• Certificate Course in Credit Management
• Corporate Credit assessment
• Retail Credit Assessment
• Working Capital & Export Import Finance
• Credit Administration and Monitoring
• Stress Asset Management and Insolvency & Bankruptcy Code
• Life Insurance Agent Course
• Certificate Course in Risk Management (being launched in September 2019)
• On-line courses are offered through state of the art Learning Management System (LMS)

available at our dedicated training portal www.care-trainings.com

• Our on-line courses can also be accessed through mobile app.
• Our training portal offers self paced learning at fingertips anytime/anywhere.
• On-line courses include - E-book, Power point presentations, high quality video lectures, case

studies, assignments & mock tests, Certification.

Certificate Course in Credit Management (CCCM)

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1. Introduction to Credit Management 2. Role of Credit Officers 3. Corporate Credit Assessment a) Management Assessment b) Industry Assessment c) Financial Assessment of SMEs d) Financial Assessment of Large Corporates e) Financial Assessment of Infrastructure Projects f) Cash flow based financial Analysis and debt sustainability g) Sensitivity Analysis h) Working capital assessment i) Export Financing 4. Retail Credit Assessment a) Retail lending products (Home Finance, Vehicle loans, Consumer Credit, unsecured Personal loans, Education loans) b) Risk issues to be assessed while managing retail lending products

5. Priority Sector Lending (Lending to Agriculture and other segments specifically covered under PSL) 6. Credit Rating Concepts and its application 7. Credit Monitoring a) Pre-disbursement compliance (Loan Agreements, Security charge creation) b) Post-disbursement compliance (monitoring of Financial and Non- Financial Covenants) c) Early Warning Signals 8. Credit Pricing 9. Important Regulatory Guidelines

• 10. Stressed Asset management