We underwrite
the downside.
Tavasya is a research-led special-situations fund. We read the assets the market has written off, underwrite what can actually go wrong, and write the route back to value before we commit a rupee.
The Lifecycle of a Position
Source what others overlook.
Consistent monitoring of NCLT, SARFAESI and debt-market opportunities, supported by relationships across public-sector banks, asset reconstruction companies, insolvency professionals and leading legal and advisory firms.
Underwrite the downside first.
Every investment must demonstrate tangible asset cover, defined resolution timing, a substantial discount to intrinsic value, a visible exit path, and an outcome the Fund can navigate on its own resources.
Resolve, then exit.
Command of multi-creditor structures, dispute navigation and monetisation, and the alignment of stakeholders that converts a stalled situation into an orderly exit.
The mark is a rotated Greek zeta, the symbol of Altman's Z-Score, the model that reads the distance to distress. Tavasya turns that reading into value, which is why the zeta stands upright at the centre of the name.
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