Trayee Capital: A Boutique Financial Consulting and Advisory Firm

CIO Vendor Managing finances for any business is critical for its survival in the today’s economic scenario. Efficient financial management requires proper planning of financial activities of an enterprise, right from sourcing to right utilization of funds, to rightful execution of projects. Successful financial management employs proven managerial techniques while guaranteeing maximum productivity, and ensuring optimal return on investment. Set up with a focussed agenda to appreciating the capital of the entrepreneurs and their enterprises, Hyderabad headquartered, Trayee Capital is a boutique financial consulting and advisory firm focusing on creating value to corporate and financial investors in the region by enabling capital appreciation and resolution of stressed situations

With an objective of helping emerging corporate build a sustainable business, Trayee Capital offers services such as Virtual CFO services, Advisory services for Structured Finance products and Credit Ratings, writing of customized research reports and Business plans, Debt syndication and many more. “Before on boarding the client, we perform a complete profiling of the company, using our proprietary credit risk model, to understand the strengths and challenges the company is facing. This would deliver an 360 degree view of company’s credit risk profile. Then, we start implementing our business strategy tools at a granular level, to deliver the solutions. Also, most of the SMEs don’t have highly qualified CFO’s and promoters run around doing routine financial management tasks. So, we step in and tell the promoters to remain focussed on their core competence and we would provide all the support that a CFO would have provided at a competitive cost. We are trying to bridge the intellectual capital vacuum so
that a large company or a midcap company can afford to have a highly qualified CFO,” says Venkata Shantaram, Managing Partner, Trayee Capital.

Trayee has a team of highly networked and experienced professionals with subject matter expertise in credit risk assessment, structured finance products, writing business plans for startups or for business expansions, and preparing companies for equity IPO’s. All the employees in the office are treated as co-owners. We believe that unless there is a clear ownership of the tasks being under taken, we cannot work towards accomplishing the goals of our clients. We want to grow decently and want to keep our clients happy, we want to keep ourselves happy, have a good worklife balance,” added Venkata Shantaram.


Trayee Capital is trying to bridge the intellectaual capital vacuum so that a large company or a midcap company can afford to have a highly qualified CFO


The major factor that differentiates the firm from that of its counterpart is the simplicity and transparency of its communication to the clients. High integrity, transparency, referrals from its existing clients and the ability to create some awareness level with industry associations has contributed to the growth of the firm. “We are very particular about the companies we pick. We always have a clear conversation with the clients regarding their challenges and our deliverables, as we don’t promise them until and unless we feel we can add value to them. Clients appreciate us for our straight forward approach and we believe integrity would help us to stay stitched to the client over the long run,” elaborates Venkata Shantaram.

The firm carries a lot of positive vibes and aspires to increase its revenue and clients in the years to come. “Trayee Capital has built a formidable presence in the area of debt syndication and project finance with rich experience. As the lead arranger, Trayee capital has undertaken its debt management practice across diverse sectors such as Iron & Steel, Cement, Power, Infrastructure, Paper, Hospitality, Healthcare, Hospitality, and Agriculture,” concluded Venkata Shantaram.