Morgan Stanley Investment Management

PNBHFL provides housing loans to individuals and corporate bodies for construction, purchase, repair and up-gradation of houses. It also provides loans for commercial space, loan against property and loan for purchase of residential plots.

Versana provides unprecedented transparency and real-time insight into loan-level details. They also provide loan syndication, corporate credit, debt, capital markets, leveraged finance, investment grade loans, high-yield loans, bank loans, financial technology, and data management.

PNBHFL provides housing loans to individuals and corporate bodies for construction, purchase, repair and up-gradation of houses. It also provides loans for commercial space, loan against property and loan for purchase of residential plots.

CSB Bank Limited, headquartered in Thrissur, India, is a private sector bank that provides a range of banking products and services catering to small and medium enterprises, retail customers, and NRIs. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It offers various deposit products, including current and savings accounts, term deposits, and specialized accounts for NRI customers. CSB Bank provides a wide array of loan options, such as personal, home, vehicle, education, agricultural, and gold loans, as well as working capital and commercial vehicle loans. Additionally, the bank engages in investment activities, proprietary trading, and offers services like money transfers, utility payments, and internet banking. With a network of approximately 411 branches and 300 ATMs, CSB Bank serves over one million customers across India. Established in 1920 and originally known as The Catholic Syrian Bank Limited, it rebranded to CSB Bank Limited in June 2019.

Daloopa specializes in document automation and data extraction, utilizing artificial intelligence to streamline the management of complex financial documents. By converting these documents into an auditable database, Daloopa provides clarity for financial institutions, enabling them to efficiently handle high-volume, critical tasks. The company serves a diverse range of clients, including hedge funds, private equity firms, mutual funds, corporations, and investment banks, assisting them in quickly addressing urgent data discovery needs during earnings periods and model-building processes. Daloopa's AI-driven approach distinguishes it from traditional one-size-fits-all solutions, offering comprehensive and precise data on publicly traded companies in a timely manner.

FMX is committed to providing best-in-class solutions that satisfy all of our clients' needs.

TFI International Inc is a transportation and logistics company based in Canada, operating across North America through four primary segments: package and courier, less-than-truckload, truckload, and logistics. Established in 1957 and headquartered in Saint Laurent, Quebec, TFI International offers a comprehensive range of services, including the transportation and delivery of goods, which caters to various industries such as insurance, optical, financial, travel, dental, and legal sectors. The company's package and courier segment manages a significant volume of deliveries, while the less-than-truckload and truckload segments handle varying sizes of shipments, utilizing specialized trucks for different needs. Additionally, TFI International provides general logistics services, enhancing its operational efficiency and creating value for shareholders through strategic acquisitions and a robust network of wholly-owned subsidiaries. The majority of its revenue is generated from Canadian operations, with a notable presence in the United States.

Axis Bank, established in 1994 and headquartered in Mumbai, India, is the third largest private sector bank in the country. The bank offers a wide range of financial products and services, including personal loans, car loans, savings accounts, credit cards, education loans, trade and forex services, and internet banking. It has expanded its international presence with eight offices located in key global financial centers, including Singapore and Dubai, and a subsidiary in London. These international offices primarily focus on corporate lending, trade finance, syndication, investment banking, and liability businesses. Over the years, Axis Bank has shown consistent growth and stable asset quality, positioning itself as a significant player in the Indian banking sector.

Versana provides unprecedented transparency and real-time insight into loan-level details. They also provide loan syndication, corporate credit, debt, capital markets, leveraged finance, investment grade loans, high-yield loans, bank loans, financial technology, and data management.

Octaura is an electronic trading solution created by the industry – for the industry. Backed by eight major US financial institutions, Octaura has reimagined the way the syndicated loan and the CLO markets trade. Efficiency, transparency and simplicity are at the heart of what we do.

Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

Ummeed Housing Finance is a housing finance company that provides home loans and loan against property to lower and middle income families. The company aims to help people with informal incomes, who have limited access to organized finance and who constitute significant portion of the Indian population. Ummeed Housing Finance's services include issuance of home loans and loan against property to improve operational efficiency and reduce turnaround time for customers, enabling low and middle income households to get access to affordable housing loans in an innovative and personalized manner.

Quassar Capital is a firm with a broad presence in the US, founded in 2012, which manages $23.6 billion in assets. Our people have extensive experience in various fields such as applied mathematics, statistical methods, financial markets, as well as advanced programming with a quantitative approach, which has allowed a sustained growth in recent years always betting on the most innovative technology and which is reflected in the excellent results towards our investors. Delivering high-quality returns requires unwavering focus, continuous adaptation to dynamic conditions, and the active pursuit of market opportunities. To achieve this, we invest significantly in technology and infrastructure and bring together diverse perspectives and approaches. Quassar Capital, L.P. a Cabrera Capital Markets, LLC company.

FIA Tech is a provider of financial and brokerage services that focuses on enhancing operational efficiency through its online platform. This cloud-based system offers integrated compliance and reference data solutions, facilitating connections between exchanges, brokers, clearers, and clients. By delivering end-to-end management of brokerage relationships, payment processes, settlement, and reconciliation, FIA Tech enables market participants to reduce risk, streamline operations, and address market and regulatory challenges effectively. The company's commitment to collaborating with the industry supports the development of key services and technologies aimed at mitigating operational costs and improving overall market functionality.

NYDIG is a technology and financial services firm dedicated to Bitcoin for institutions, private clients, and banks. The firm offers asset management, derivatives, financing, custody, and execution services. NYDIG's platform satisfies the highest regulatory, audit, and governance standards.

Eaton Vance, founded in 1924 and headquartered in Boston, Massachusetts, specializes in providing advanced investment strategies and wealth management solutions. The company caters to a diverse clientele that includes individual and institutional investors, financial professionals, high-net-worth individuals, and family offices. Eaton Vance offers a variety of investment approaches, such as fundamental active management, responsible investing, and systematic investing, along with customized portfolio implementations tailored to client specifications. Its investment management operations are conducted through several wholly-owned affiliates, ensuring a comprehensive range of services that address the unique needs of its clients.

Ignition advice provides automated advice, tools and calculators to global professional financial businesses and financial institutions. Ignition Advice partners with large enterprise. We apply well researched, goal-based, financial planning principles, powered by customer data and our own independent data and insight which means that advice is personalised to the customer’s needs. Our bank-grade, scaled advice, Software as a Service (SaaS) technology operates within complex ecosystems to bring frictionless experiences to your members.

Capital Markets Gateway Inc. is a financial technology firm based in Chicago, Illinois, with additional locations in New York and Seattle. Founded in 2015, the company focuses on modernizing equity capital markets by providing a platform that delivers real-time information and analytics to investors, underwriters, and issuers. This platform enables users to monitor capital raising activities, conduct due diligence, and make informed investment decisions while facilitating collaboration among participants. Since its launch in 2017, Capital Markets Gateway has garnered the trust of over 100 buy-side firms, managing a combined $20 trillion in assets under management, along with support from 10 investment banks. The platform emphasizes transparency and workflow efficiencies, serving as a digital system of record for firm-wide deal activity.

86 400 is a Australian first smartbank. One that steps up, does the right thing by its customers and puts them first.

Ummeed Housing Finance is a housing finance company that provides home loans and loan against property to lower and middle income families. The company aims to help people with informal incomes, who have limited access to organized finance and who constitute significant portion of the Indian population. Ummeed Housing Finance's services include issuance of home loans and loan against property to improve operational efficiency and reduce turnaround time for customers, enabling low and middle income households to get access to affordable housing loans in an innovative and personalized manner.

E*TRADE Financial Corporation is a financial services company that specializes in online brokerage and related services for individual investors, traders, and registered investment advisors. Founded in 1982 and headquartered in Arlington, Virginia, E*TRADE provides a range of products and tools designed to empower customers to manage their financial futures. Its offerings include brokerage services, automated trade execution, banking products such as sweep deposit accounts, and investment advisory services. E*TRADE also supports stock plan administrators and participants, while providing custody solutions and financial wellness services to corporate clients. The company operates through digital platforms and a network of customer service representatives, with in-person support available at 30 regional financial centers across the United States. E*TRADE aims to enhance the financial independence of its users by facilitating self-directed investments in various assets, including stocks, options, and mutual funds. As of October 2020, E*TRADE operates as a subsidiary of Morgan Stanley.

Centrum Housing Finance Limited (CHFL) is a professionally managed housing finance company catering to ‘middle class’ India and providing financial inclusion to Lower and Middle Income (LMI) families by providing them access to hassle free, long term housing finance. CHFL seeks to empower underserved customers who face challenges in securing loans from existing lenders by tailoring products to cater to their needs through a combination of traditional methods and superior technology.

Finsocial specializes in providing credit solutions tailored for public-sector teachers and pensioners. The company offers consumer loans that are repaid directly through the clients' payroll and pension payments. This approach ensures an efficient and affordable means of accessing credit, catering specifically to the financial needs of educators and retirees. By facilitating payroll discount credits, Finsocial aims to deliver rapid and effective financial support to its clients.

DirectBooks is a prominent communications platform that focuses on deal data, documentation, and information exchange in primary markets, particularly for investment-grade fixed income. It aims to optimize the primary issuance process for fixed-income instruments by providing a centralized digital platform that streamlines communications among various stakeholders. The platform offers real-time updates on multiple deals through a user-friendly dashboard, enhancing the efficiency and accuracy of workflows for both investors and underwriters. By promoting industry standardization and automation, DirectBooks plays a crucial role in modernizing how financial transactions are managed in the primary markets.

Kogta Financial (I) Ltd is a rapidly growing non-banking finance company based in western India. The company focuses on providing financial solutions tailored to various needs, including financing for commercial vehicles, cars, two-wheelers, and loans against property. With a strong emphasis on asset financing, Kogta Financial aims to support micro, small, and medium enterprises by offering reliable financial assistance and facilitating shorter repayment terms for its loans and advances. The company's growth can be attributed to its effective management team, which emphasizes a cost-effective and efficient value chain to meet clients' financial requirements.

Solium is a leading global provider of web-based stock plan administration technology and services. Their software helps companies automate and manage their stock option and purchase plans, by providing unrivalled comprehensive regulatory and financial reporting capabilities. Founded in 1999, Solium has offices in Canada and the United States.

Golden Education is a provider of financial education and training, with courses covering more than 100 categories including accounting, securities, futures, banking and other industries.

Five-Star is a Registered Non Banking Finance Company (NBFC) with Reserve Bank of India (RBI). Five-Star follows RBI guidelines applicables for NBFCs Five-Star is public limited company with Registerd & Corporate Office at Kilpauk, Chennai and has branches at Aminjikarai, Poonamallee, Tambaram, Ambattur, Tiruvottriyur, Thiruvallur, Coimbatore, Trichy,Vellore, Tirupur, Madurai, Erode, Karur, Dindigul, Salem, Hosur, Sivakasi, Namakkal, Pollachi, Karaikudi, Gobichettipalayam, Athur, Villupuram, Tirunelveli, Tuticorin, Kumbakonam, Bangalore, Theni, Pudukottai, Tenkasi Nagercoil & Tiruvannamalai The company stands for quality service to the customers.

Reliance Nippon Life Asset Management Limited (formerly Reliance Capital Asset Management Limited)(RNAM) is the asset manager of Reliance Mutual Fund (RMF). Presently, Reliance Capital Limited​​​ ​​holds 46.57% of its total issued and paid-up equity share capital of RNAM. Nippon Life Insurance Company (NLI) holds 49.00% of RNAM's total issued and paid up equity share capital.​​​

Mesa West Capital, LLC is a commercial real estate lending company based in Los Angeles, California, with an additional office in Chicago, Illinois. Founded in 2004, the firm specializes in providing bridge finance and structured finance solutions for various commercial real estate projects across the United States. Its offerings include financing for real estate acquisitions, refinancing, and recapitalizations, with a focus on office, retail, industrial, multifamily, and hotel properties. Mesa West Capital serves a diverse clientele, including real estate investment firms and private developers, and maintains a capital base of approximately $3.5 billion. The company is recognized for its commitment to delivering flexible and reliable lending options in core and secondary markets. As of March 2018, Mesa West Capital operates as a subsidiary of MSREI Holding, Inc.

Five-Star is a Registered Non Banking Finance Company (NBFC) with Reserve Bank of India (RBI). Five-Star follows RBI guidelines applicables for NBFCs Five-Star is public limited company with Registerd & Corporate Office at Kilpauk, Chennai and has branches at Aminjikarai, Poonamallee, Tambaram, Ambattur, Tiruvottriyur, Thiruvallur, Coimbatore, Trichy,Vellore, Tirupur, Madurai, Erode, Karur, Dindigul, Salem, Hosur, Sivakasi, Namakkal, Pollachi, Karaikudi, Gobichettipalayam, Athur, Villupuram, Tirunelveli, Tuticorin, Kumbakonam, Bangalore, Theni, Pudukottai, Tenkasi Nagercoil & Tiruvannamalai The company stands for quality service to the customers.

Renew Financial provides financing solutions that help efficiency and renewable energy contractors grow their businesses while promoting energy independence. Its aim is to develop advanced financing designed to transform America’s economy to clean energy. The company’s financing products include PACE financing model and the Warehouse for Energy Efficiency Loans, which opens the residential energy efficiency finance market to large institutional investors. Founded in 2008 by Cisco DeVries, Renew Financial has a partnership with SolarCity targeted at small- and medium-sized businesses utilizing PACE.

Five-Star is a Registered Non Banking Finance Company (NBFC) with Reserve Bank of India (RBI). Five-Star follows RBI guidelines applicables for NBFCs Five-Star is public limited company with Registerd & Corporate Office at Kilpauk, Chennai and has branches at Aminjikarai, Poonamallee, Tambaram, Ambattur, Tiruvottriyur, Thiruvallur, Coimbatore, Trichy,Vellore, Tirupur, Madurai, Erode, Karur, Dindigul, Salem, Hosur, Sivakasi, Namakkal, Pollachi, Karaikudi, Gobichettipalayam, Athur, Villupuram, Tirunelveli, Tuticorin, Kumbakonam, Bangalore, Theni, Pudukottai, Tenkasi Nagercoil & Tiruvannamalai The company stands for quality service to the customers.

Zhong An Online is a Chinese property insurance company that sells all its products online along with handling claims. The company offers e-commerce, mobile payment, and financing guarantee for internet businesses and users. Founded in 2013, Zhong An Online offers business opportunities covering various areas, including the internet-based business and household property insurance, cargo insurance, liability insurance, and credit insurance.

Flipkart is an e-commerce marketplace based in Bengaluru, India, offering over 30 million products across more than 70 categories, including electronics, home appliances, and personal care items. Founded in 2007 by Binny and Sachin Bansal, the platform has grown to serve 75 million registered users and generates over 10 million daily visits. Flipkart efficiently handles approximately 8 million shipments per month, a figure that continues to rise. The company is also the parent of Flipkart Ventures, which invests in early-stage companies. In 2018, Flipkart was acquired by Walmart, further strengthening its position in the competitive e-commerce landscape. With a workforce of around 33,000 employees, Flipkart remains a significant player in the Indian online retail market.

Block, Inc. is a technology company established in 2009 that specializes in financial services. It encompasses several key divisions, including Square, Cash App, TIDAL, and TBD, all aimed at increasing economic accessibility. Block provides payment services to merchants and has developed Cash App, a person-to-person payment network that facilitates financial transactions between individuals. In 2023, the company reported a payment volume exceeding $200 million. Through its various platforms and services, Block seeks to empower users and enhance their ability to engage with the economy.

Moneytree is a fintech data platform focused on enhancing financial connectivity for individuals and institutions, aiming to promote personal wealth growth. Established in 2013, the company launched its first product, a personal finance app for iOS, which received multiple accolades, including recognition as one of the App Store’s “Best of” apps in Japan shortly after its release. The app has since attracted over 1,300,000 users across iOS, Android, and web platforms. Moneytree's proprietary data aggregation platform, Moneytree LINK, serves nearly twenty enterprise clients, including Japan's largest accounting software vendors, and features integrations with notable financial institutions such as Mizuho Bank and SMBC. This platform enables users to connect their bank accounts and credit cards, providing real-time notifications about significant transactions, low balances, and upcoming bills, thereby facilitating better financial management.

Flipkart is an e-commerce marketplace based in Bengaluru, India, offering over 30 million products across more than 70 categories, including electronics, home appliances, and personal care items. Founded in 2007 by Binny and Sachin Bansal, the platform has grown to serve 75 million registered users and generates over 10 million daily visits. Flipkart efficiently handles approximately 8 million shipments per month, a figure that continues to rise. The company is also the parent of Flipkart Ventures, which invests in early-stage companies. In 2018, Flipkart was acquired by Walmart, further strengthening its position in the competitive e-commerce landscape. With a workforce of around 33,000 employees, Flipkart remains a significant player in the Indian online retail market.

Jana Small Finance Bank Limited is a banking institution based in Bengaluru, India, that offers a range of financial products and services aimed at individuals and corporates. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It provides various banking services including current and savings accounts, fixed and recurring deposits, and a diverse array of loans such as home, gold, agricultural, and business loans. Additionally, Jana Small Finance Bank facilitates online banking, payment services, and debit card issuance. Originally established as Janalakshmi Financial Services in 2006, the bank rebranded in March 2018 to reflect its commitment to financial inclusion and servicing the urban underserved population in India. The institution maintains a strong focus on customer value and integrates technology to enhance its operations and scalability.

SoFi is a financial services company founded in 2011 and headquartered in San Francisco, California. It offers a diverse range of products targeting early-stage professionals, including personal loans, MBA loans, and mortgage refinancing. In addition to lending, SoFi provides wealth management services that assist individuals in saving, spending, and investing their money. The company also offers financial solutions for retirement planning and student loan repayment management. Its comprehensive suite of services includes credit cards, checking and savings accounts, and small business financing, positioning SoFi as a versatile player in the financial sector.

Workday is a SaaS-based enterprise solution for human resources, payroll, and financial management, providing new levels of business agility for a fraction of the cost of buying, deploying, and maintaining legacy on-premise systems.

NSE is India's leading stock exchange covering various cities and towns across the country. NSE was set up by leading institutions to provide a modern, fully automated screen-based trading system with national reach. The Exchange has brought about unparalleled transparency, speed and efficiency, safety, and market integrity. It has set up facilities that serve as a model for the securities industry in terms of systems, practices, and procedures. NSE has played a catalytic role in reforming the Indian securities market in terms of microstructure, market practices, and trading volumes. The market today uses state-of-art information technology to provide an efficient and transparent trading, clearing, and settlement mechanism and has witnessed several innovations in products & services viz. demutualization of stock exchange governance, screen-based trading, compression of settlement cycles, dematerialization and electronic transfer of securities, securities lending, and borrowing, professionalization of trading members, fine-tuned risk management systems, emergence of clearing corporations to assume counterparty risks, market of debt and derivative instruments and intensive use of information technology.

12 Entrepreneuring is an incubator company that provides investments to firms in the technology industry. It is based in California.

Network International is a prominent provider of payment solutions in the Middle East and Africa, established in 1994. The company offers a comprehensive suite of technology-enabled services designed to meet the diverse needs of merchants and financial institutions. Its offerings include credit and debit card processing, ATM management, merchant acquiring, and consumer finance applications. Network International is recognized for its innovative approach and ability to deliver tailored solutions that enhance payment transactions, making them secure, fast, and efficient. As a principal member of Visa International and MasterCard International in the UAE, it holds a significant position in the market, being the first independent vendor certified by both networks for card payments. The company also provides consultancy services to assist clients in planning and designing new card products and programs. Committed to driving customer revenue and profitability, Network International continues to evolve its services to adapt to the growing demands of the digital commerce landscape.

PNBHFL provides housing loans to individuals and corporate bodies for construction, purchase, repair and up-gradation of houses. It also provides loans for commercial space, loan against property and loan for purchase of residential plots.