Ishan Agarwal
Partner at Erevna Capital- Claim this Profile
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Bio
Credentials
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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
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Erevna Capital
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India
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Financial Services
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1 - 100 Employee
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Partner
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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
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DSIMS
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India
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Education Management
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Visiting Faculty for Finance
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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
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Kotak Mahindra Bank
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India
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Banking
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700 & Above Employee
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Management Trainee(Credit Manager, Emerging Corporates Group)
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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
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ET Now
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Broadcast Media Production and Distribution
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Research Intern
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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
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Deloitte Consulting
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Italy
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Business Consulting and Services
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700 & Above Employee
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Business Technology Analyst-SAP Package Technologies
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Jun 2011 - May 2012
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Education
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NMIMS, Mumbai
Master of Business Administration (MBA) -
Sardar Patel Institute of Technology
BE, Electronics and Telecommunication