Ishan Agarwal

Partner at Erevna Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai Metropolitan Region, IN

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Credentials

  • Certificate Program in Management Skills
    BCIDS under the Guidance of SP Jain Institute of Management & Research, Mumbai
  • Cleared CFA Level 3 June 2014 Exam-All 3 levels in 1st Attempt
    CFA Institute

Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Nov 2014 - Present

      - Responsible for the Investment Management of the Firm's Capital - Generate Investment Ideas based on Techno-Fundamental Strategies for investments in good quality, highly ethical and emerging businesses for the firm's capital - Ensure Risk Management for proprietary portfolio and active monitoring to identify emerging threats - Responsible for the Investment Management of the Firm's Capital - Generate Investment Ideas based on Techno-Fundamental Strategies for investments in good quality, highly ethical and emerging businesses for the firm's capital - Ensure Risk Management for proprietary portfolio and active monitoring to identify emerging threats

    • India
    • Education Management
    • Visiting Faculty for Finance
      • Dec 2015 - May 2017

      The role of a visiting faculty allows me to be in touch with academics, keeps me grounded, updated and is a way in which I believe I can share knowledge and insights that I have gathered in the field of investing over years. I have successfully taken up responsibilities in the following areas: -Financial Modeling with a focus on equity research -Analysis of Financial Statements -Valuation The role of a visiting faculty allows me to be in touch with academics, keeps me grounded, updated and is a way in which I believe I can share knowledge and insights that I have gathered in the field of investing over years. I have successfully taken up responsibilities in the following areas: -Financial Modeling with a focus on equity research -Analysis of Financial Statements -Valuation

    • India
    • Banking
    • 700 & Above Employee
    • Management Trainee(Credit Manager, Emerging Corporates Group)
      • Jun 2014 - Nov 2014

      Responsibilities include: - Preparation of the credit assessment notes covering detailed analysis of business, industry, management and financials. - Finalization of terms and conditions (e.g. facility to be provided and structure) of the proposals in consultation with Relationship Managers. - Ratings of the client using bank’s internal credit rating module. - Coordinate with the client for timely submission of stipulated monthly /quarterly performance reports such as QIS, sales statements, stock and book debt statement. - Risk Management of the allocated portfolio and pro-actively monitor the accounts. - Timely processing of the proposals to ensure the Best in class TAT. - Ensuring compliance of terms and conditions of sanctions by liasioning with the RMs and company involved. - Client and factory visit as per requirement to ensure that monitoring is at the highest levels. - Ensure adherence to the credit policy, internal policy, RBI guidelines and other guidelines. - Prepare presentation and maintain database of portfolio for periodic reviews. Show less

    • Broadcast Media Production and Distribution
    • Research Intern
      • Apr 2013 - Jun 2013

      ET NOW is a business news channel in India, owned and operated by the Times Group. The news channel has a strategic partnership with Reuters, a subsidiary of Thomson Reuters. It is produced in collaboration with The Economic Times, a leading financial daily in India. It was formally launched on 17 June 2009. The internship involved responsibilities in : Preparing Q4 FY13 Earnings estimates of companies in the Oil & Gas Sector and Midcaps Reviewing Q4 FY13 results of Nifty 50 companies Analysis of the the pharmaceutical industry in India and Lupin Ltd Show less

    • Italy
    • Business Consulting and Services
    • 700 & Above Employee
    • Business Technology Analyst-SAP Package Technologies
      • Jun 2011 - May 2012

Education

  • NMIMS, Mumbai
    Master of Business Administration (MBA)
    2012 - 2014
  • Sardar Patel Institute of Technology
    BE, Electronics and Telecommunication
    2007 - 2011

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