7 Comments

Thanks for the fantastic article. I have a doubt around HPL example. What if HPL went bankrupt and we are already seeing more defaulters on past loans that SPV has access to. In this case, will SPV have authority to liquidate the collateral or will investors have to reach out to NCLT for the same? Thanks for your time :)

Expand full comment

Hi Krishna, sorry for the late reply. Glad that you liked the piece :) In most cases, these are retail loans. Safest one being the gold loans where the gold collateral taken in return of the loan is higher in value. So in gold loans even if defaults happen, SPV can easily liquidate the gold and pay the investors off. In non gold loans like vehicle or personal loans, the default rates historically have been very low in India (ranging between 1-3% for most NBFCs). Hence, its highly unlikely that more retail folks would default. Even if they do the buffer exists. In the most unlikely scenario say more than 10% default, in that case SPV would get the liquidation done. The investors wouldn't need to go to the NCLT.

Expand full comment

This is a great article! Will wait for the Part 2.

Expand full comment

Thanks Vidhi. Great to know that you liked the piece. Part 2 is WIP and will be released soon :)

Expand full comment

Part 2 sir?

Expand full comment

when you do a ad, let users know, if this was a general article you should have spoken about competitors.

Expand full comment

Hi Kamlesh. This was not an ad. The post was sponsored by Wint Wealth which was mentioned before the beginning of the post. The post though didn't mention Wint Wealth anywhere. Even in the covered bonds section, Muthoot was mentioned and not Wint.

Expand full comment