Predict your next investment

Investment Bank
jmfl.com

See what CB Insights has to offer

Investments

15

Portfolio Exits

4

Funds

1

Partners & Customers

1

About JM Financial Investment Managers

JM Financial is an integrated financial service group, offering services in various financial sectors such as investment banking, institutional equity sales, trading, research and broking, private and corporate wealth management, equity broking, portfolio management, asset management, commodity broking, NBFC (Non Banking Finance Company) activities, private equity and asset reconstruction.

JM Financial Investment Managers Headquarter Location

7th Floor, Cnergy Appasaheb Marathe Marg

Mumbai, 400 025,

India

+91 22 6630 3030

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

Latest JM Financial Investment Managers News

JM Financial Products’ Non-Convertible Debentures Issuance

Sep 21, 2021

Trilegal advised and acted as the sole legal counsel for this Issue. JM Financial Products Limited (Issuer) has filed a shelf prospectus and a tranche prospectus for the proposed public issue of non – convertible debentures (NCDs) with a shelf limit of INR 1,500 crore (Issue) with the current tranche prospectus for issuance of NCDs aggregating up to INR 500 crore under the above shelf limit. Equirus Capital Private Limited and JM Financial LJM Financial Producmited have advised the Issuer as Lead Managers. This is one of the first public issuance of NCDs undertaken by a company under the new amendment dated September 7, 2021, of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2021 (SEBI LODR Amendment Regulations) and one of the first few public issuances of NCDs undertaken by a company under the new SEBI (Issue of Non – Convertible Securities) Regulations, 2021 (SEBI NCS Regulations). The SEBI LODR Amendment Regulations and SEBI NCS Regulations introduced certain important changes pertaining to the disclosures as well as the process-related compliances, which were analysed for this issue and appropriately implemented. JM Financial Products Limited is a Systematically Important Non-Deposit Taking NBFC (NBFC-ND-SI) registered with the Reserve Bank of India. The Trilegal team was led by Richa Choudhary (Picture), Partner and was assisted by Avanti Kale and Ananya Sharma, Senior Associates; Aman Bahl and Aman Vasavada, Associates.

JM Financial Investment Managers Investments

15 Investments

JM Financial Investment Managers has made 15 investments. Their latest investment was in Innovcare as part of their Private Equity on August 8, 2019.

CBI Logo

JM Financial Investment Managers Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

8/28/2019

Private Equity

Innovcare

$6.27M

Yes

4

6/25/2019

Private Equity

Isthara

$5.7M

Yes

1

3/1/2018

Series C

PharmEasy

$30M

Yes

2

12/19/2017

Series B

Subscribe to see more

$99M

Subscribe to see more

10

5/10/2016

Series A

Subscribe to see more

$99M

Subscribe to see more

10

Date

8/28/2019

6/25/2019

3/1/2018

12/19/2017

5/10/2016

Round

Private Equity

Private Equity

Series C

Series B

Series A

Company

Innovcare

Isthara

PharmEasy

Subscribe to see more

Subscribe to see more

Amount

$6.27M

$5.7M

$30M

$99M

$99M

New?

Yes

Yes

Yes

Subscribe to see more

Subscribe to see more

Co-Investors

Sources

4

1

2

10

10

JM Financial Investment Managers Portfolio Exits

4 Portfolio Exits

JM Financial Investment Managers has 4 portfolio exits. Their latest portfolio exit was PharmEasy on August 19, 2020.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

8/19/2020

Merger

$991

5

00/00/0000

Subscribe to see more

Subscribe to see more

$991

Subscribe to see more

10

00/00/0000

Subscribe to see more

Subscribe to see more

Subscribe to see more

10

00/00/0000

Subscribe to see more

Subscribe to see more

Subscribe to see more

10

Date

8/19/2020

00/00/0000

00/00/0000

00/00/0000

Exit

Merger

Subscribe to see more

Subscribe to see more

Subscribe to see more

Companies

Subscribe to see more

Subscribe to see more

Subscribe to see more

Valuation

$991

$991

Acquirer

Subscribe to see more

Subscribe to see more

Subscribe to see more

Sources

5

10

10

10

JM Financial Investment Managers Acquisitions

1 Acquisition

JM Financial Investment Managers acquired 1 company. Their latest acquisition was HLV on June 13, 2018.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

6/13/2018

Corporate Majority

Corporate Majority

1

Date

6/13/2018

Investment Stage

Corporate Majority

Companies

Valuation

Total Funding

Note

Corporate Majority

Sources

1

JM Financial Investment Managers Fund History

1 Fund History

JM Financial Investment Managers has 1 fund, including JM Financial India Fund II.

Closing Date

Fund

Fund Type

Status

Amount

Sources

9/17/2019

JM Financial India Fund II

$84.05M

2

Closing Date

9/17/2019

Fund

JM Financial India Fund II

Fund Type

Status

Amount

$84.05M

Sources

2

JM Financial Investment Managers Partners & Customers

1 Partners and customers

JM Financial Investment Managers has 1 strategic partners and customers. JM Financial Investment Managers recently partnered with Seabury Group on August 8, 2015.

Date

Type

Business Partner

Country

News Snippet

Sources

8/17/2015

Partner

Seabury Group

United States

Seabury Group And India-Based JM Financial Sign Strategic Cooperation Agreement

, MD & CEO , Institutional Securities Business , JM Financial , commented , `` A partnership between JM Financial and Seabury Group LLC will enable both parties to add significant value to their clients by leveraging each other 's individual expertise and sharing distinctive local market and domain knowledge .

2

Date

8/17/2015

Type

Partner

Business Partner

Seabury Group

Country

United States

News Snippet

Seabury Group And India-Based JM Financial Sign Strategic Cooperation Agreement

, MD & CEO , Institutional Securities Business , JM Financial , commented , `` A partnership between JM Financial and Seabury Group LLC will enable both parties to add significant value to their clients by leveraging each other 's individual expertise and sharing distinctive local market and domain knowledge .

Sources

2

JM Financial Investment Managers Team

3 Team Members

JM Financial Investment Managers has 3 team members, including former Chief Executive Officer, Pallav Sinha.

Name

Work History

Title

Status

Pallav Sinha

Fullerton Financial Holdings, Standard Chartered, Citigroup, Tata Capital, Citibank, and American Express

Chief Executive Officer

Former

Madhu Dubhashi

Senior Vice President

Former

Bhavesh A. Shah

Managing Director

Former

Name

Pallav Sinha

Madhu Dubhashi

Bhavesh A. Shah

Work History

Fullerton Financial Holdings, Standard Chartered, Citigroup, Tata Capital, Citibank, and American Express

Title

Chief Executive Officer

Senior Vice President

Managing Director

Status

Former

Former

Former

CB Insights uses Cookies

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.