Experience

Prime Research & Advisory Limited

• India
• Investment Banking
• 1 - 100 Employee

• Executive Director - Investment Banking

  • Oct 2021 - Present

  Merged the PE and VC Fund distribution business at RSVP Capital Advisors into Prime Securities, a Cat-1 Merchant Bank registered with SEBI and listed on NSE and BSE. Handles early & growth stage equity funding mandates into start-ups and SMEs from PE/VC funds, Family Offices & HNI investors, Debt Syndication, Mergers & Acquisitions advisory and Deal Origination. Manages the Investor Relations across South-India and other parts of the world, and advises clients across India. Operational mandates include buy-side and sell-side advisory.



South-Indian family business and diversified conglomerate

• Strategic & Financial Advisor, and Head - M&A, Venture Investing and Private Equity

  • Jun 2020 - Oct 2021

  Worked closely with the Chairman and the Promoter-family of one of South-India’s oldest & most well-known business houses. Advised them on inorganic growth/acquisitions, early-stage start-up investing and setting-up of two Private Equity funds. Started the internal corporate development division for the group, helping raise funding - debt & equity - for group entities, and find exits for shareholders/promoters of the mainstream, larger companies. Worked closely with the Chairman and the Promoter-family of one of South-India’s oldest & most well-known business houses. Advised them on inorganic growth/acquisitions, early-stage start-up investing and setting-up of two Private Equity funds. Started the internal corporate development division for the group, helping raise funding - debt & equity - for group entities, and find exits for shareholders/promoters of the mainstream, larger companies.



RSVP Capital Advisors

• India
• Investment Banking

• Partner

  • Oct 2009 - Oct 2021

  Sourcing private investment and M&A opportunities for HNIs, Institutions and Corporates in India, Singapore and the US (buy-side). Helping entrepreneurs & SMEs raise equity & debt funds, and liaising for /originating potential Mergers and Acquisitions (M&A) transactions for them (sell-side). As corporate finance advisors to our clients, we actively participate in preparing/fine-tuning their investment pitch, business plans & financial model, and coach our clients to condition their entrepreneurial mindset and work towards the specific requirements of a potential investor/buyer. While we are sector agnostic, we would like deals in the tech/ clean-tech, infrastructure, energy, manufacturing, auto, media, health care and education spaces. Our typical deal size is an average of 4 m$, and our sweet spot would range between 100000 $ & 10 m$, and up to 25 m$ for local/international debt syndicated deals.



Fetchizi

• Singapore
• Hospitality

• Board Member

  • Feb 2016 - Sep 2018

  As an independent member of the Board of Directors, I assist the company in its Finance function, as well as Corporate Strategy. Currently, I am drawing up the business plan and financial model, and getting the founders prepared for investor pitches. As an independent member of the Board of Directors, I assist the company in its Finance function, as well as Corporate Strategy. Currently, I am drawing up the business plan and financial model, and getting the founders prepared for investor pitches.



Nuvento

• Australia
• Information Technology & Services
• 1 - 100 Employee

• Strategic Advisor

  • Feb 2013 - Feb 2016

  Financial advice, setting financial roadmaps and helping the company achieve its growth path and targets for the next 5 years. Responsible to streamline business model, prepare reports and models to accomplish growth milestones. Assigned with the task of helping the company multiply its revenue base by 10x, and improve operating margins to 'better than market' standards Financial advice, setting financial roadmaps and helping the company achieve its growth path and targets for the next 5 years. Responsible to streamline business model, prepare reports and models to accomplish growth milestones. Assigned with the task of helping the company multiply its revenue base by 10x, and improve operating margins to 'better than market' standards



Birla Wealth Management

• Senior Relationship Manager

  • Jan 2009 - Nov 2009

  Appointed to build a team of Relationship Managers. Expected to transfer existing book of clients from the previous organization and build a sizable book, apart from monitoring the teams' clients. Appointed to build a team of Relationship Managers. Expected to transfer existing book of clients from the previous organization and build a sizable book, apart from monitoring the teams' clients.



Kotak Mahindra Bank - Wealth Management Division

• Client Relationship Manager

  • 2007 - 2008

  Acquiring as well as managing relationships and portfolio accounts of HNIs, trusts and corporates, and providing overall private banking and wealth management services to clients. Acquiring as well as managing relationships and portfolio accounts of HNIs, trusts and corporates, and providing overall private banking and wealth management services to clients.



ICICI Bank Singapore Ltd

• Intern

  • May 2006 - Jul 2006

  Wealth Management Structured Products and Asset Management Consulting. Wealth Management Structured Products and Asset Management Consulting.



ICICI Bank

• India
• Banking
• 1 - 100 Employee

• Officer- NRI Services and F X

  • Feb 2003 - Jun 2005



KPMG Advisory

• Netherlands
• Investment Banking
• 1 - 100 Employee

• Tax Accountant (Semi-Senior)

  • Jun 2002 - Feb 2003

  Transfer Pricing, and Individual/ Expatriate and Corporate Tax returns Computation And Filing. Transfer Pricing, and Individual/ Expatriate and Corporate Tax returns Computation And Filing.