Utsav Agarwal Email & Phone Number

Gurgaon, Haryana, India

Mumbai Area, India

► Performed fundamental research for Indian Logistics, Capital Goods and Consumer Electricals sector (covering 14 stocks), gathered and analyzed industry, company and macro-economic data to provide Buy/Sell/Hold stock recommendation ► Analyzed financial statements, developed and maintained financial models for all the covered stocks to arrive at the fair valuation target price using appropriate valuation techniques ► Interfaced with top executives and conducted one-on-one interviews with senior management/Investor relations of companies worth ~4bn USD ► Successfully organized the event ‘Expert access day’ where we hosted a coal mining expert for 7 meetings with key clients with a combined AUM of ~35bn USD ► Developed connects with consumer electrical dealers with extensive primary research, which played a great role in writing a research piece highly appreciated by the clients ► Responded to key company events and financial results with appropriate real time analysis for clients ► Generated insights by analyzing sector trends and evaluating strategies of companies, and contributed towards writing company research reports and detailed industry research reports

Bengaluru Area, India

► Performed fundamental research for UK Housebuilding sector (covering 11 stocks)► Worked on an IPO deal preparation for a UK Mid-cap Housebuilding company (Revenue: £400-500mn); built financial model and played a key role in production of the research note with HSBC fair valuation range► Spearheaded the development of a new quarterly product “Land Price Tracker”, the first of its kind, a widely appreciated and well sought after product by the HSBC clients► Played a key role in developing HSBC’s proprietary tool “5 Pillar Approach to Pick Winners” which was widely appreciated and used by clients► Dealt with the client requests by providing appropriate qualitative and quantitative bespoke research► Complemented and executed research ideas driven by onshore Equity Analyst by performing required analysis using data sources such as Datastream, Eikon, BloombergAchievements► Rated 1 on 4 (1= Top performer) in 2014 for continued exceptional performance ► Awarded “Star of the Year 2014”, presented to only 1 among 160 Analysts in HSBC Global Research, Bangalore, for high work commitment, quality and output► Awarded “Service Excellence ChampionQ1 2014” for excellence in client service

Surat Area, India

► Managed quality control for fabrication of Off-Shore Oil Drilling Platforms for ONGC project► Analyzed weekly performance statistics of nearly 300 welders and assigned them to critical jobs- Actively planned man-hours of efficient welders to reduce the welding repair percentage► Point of contact for Third Party Inspectors for weekly project reviews and daily job clearances► Handled inventory of key consumables for low defect tolerance welding joints to reduce stock-outsAchievements► Acknowledged as “Star Performer” for two consecutive quarters in performance evaluation ► Proposed and assisted implementation of automatic welding setup - reduced cycle time by 20%

Pgdm, Finance

Cleared Level 3 Of Cfa Examination

B-Tech, Metallurgical & Materials Engg.