Bharat Credit Opportunities Trust — Sumedha Fiscal | wisefolio

Bharat Credit Opportunities Trust

IN/AIF2/23-24/1481Cat II

Private equity, private credit and real-estate funds that don't employ leverage except for operating needs. The largest AIF category.

Overview

About

Bharat Credit Opportunities Trust (IN/AIF2/23-24/1481) is a SEBI-registered Category II Alternative Investment Fund registered in March 2024, managed by Sumedha Fiscal Services Limited — a Mumbai-headquartered, Category I SEBI-registered Merchant Banker founded in 1989. Sumedha Fiscal offers a comprehensive suite of financial advisory and capital markets services including debt syndication, financial restructuring, stressed asset resolution, M&A advisory, equity placement, valuation, IPO management, and mutual fund distribution. The firm has a pan-India presence across Mumbai, Bangalore, Ahmedabad, and Delhi. As a Category II AIF, Bharat Credit Opportunities Trust focuses on private credit opportunities in the Indian market, leveraging Sumedha Fiscal's three decades of debt syndication and credit advisory expertise. The fund is based at 703, C Wing, Marathon Innova, Lower Parel West, Mumbai.

Investment Philosophy

Sumedha Fiscal Services' investment approach for the Bharat Credit Opportunities Trust draws on its deep expertise in debt syndication, stressed asset resolution, and financial restructuring built over 35+ years. The fund targets credit opportunities in the Indian private market, offering investors access to structured credit and private debt instruments with attractive risk-adjusted returns backed by the firm's rigorous due diligence capabilities.

Team— 1

Bhawani Rathi

SEBI Contact Person, Bharat Credit Opportunities Trust

Bhawani Rathi is the designated SEBI contact person for Bharat Credit Opportunities Trust and is associated with Sumedha Fiscal Services Limited.

Registration

SEBI Registration

SEBI-registered

Reg. NumberIN/AIF2/23-24/1481

VintageMar 2024 · 2 yrs old

Valid ToPerpetual

Contact PersonBHAWANI RATHI

Address703 C Wing Marathon Innova, Off Ganpatrao Kadam Marg Opp Peninsula Corporate Park Lower Parel W, Mumbai, Maharashtra, 400013

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Disclaimer

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