Amitesh Priolkar Email & Phone Number

London, United Kingdom

London, United Kingdom

Mumbai

• Seven Advisers is an advisory firm offering Investment Planning and execution services to clients helping them define their goals, plan for them, execute the necessary paperwork and mostly importantly monitor the plans towards its rightful end• Formulated short and long term goals for clients and suggested investment avenues to achieve them. • Executed the investment plan by managing end to end operations• Continuous Business Development for growth in client base• Constant Interactions with client to understand their recurring financial needs and service their queries related to existing investments • Successfully created an investment base of ~£2,00,000 with a base of 38 clients• Managed to set up a monthly recurring investment of ~£4,500 with a commitment of ~£0.6mn to be invested over the next 10 years• Created a wealth enhancement and support platform for clients ensuring ease of access through a collaboration for Demat and online facilitation with NJ India Invest Pvt Ltd, the 3rd largest mutual fund distributor in India

Mumbai Area, India

• Led the financial reporting system implementation for 2 clients, a Construction & Engineering major and a Financial Services major• Managed internal communication between the clients and the consultant and development team• Resource and manpower planning for the 2 projects handled• Managed project related documentation in collaboration with clients• Actively involved in business development initiatives

Hyderabad Area, India

• Developed client presentations for UK Bankers working on various M&A pitches• Researched, analyzed, presented and documented drafting elements of developing transactions• Gathered information, identified trends/linkages and applied findings to reports• Part of dedicated staffing towards the UK Building Materials sector maintaining the whole set of company comparables. Involved in working on preparing different parts of pitch books (profiles, benchmarking etc) for various M&A pitches

Bengaluru Area, India

• Compiled a project highlighting upcoming trends in the industry which will act as drivers of growth in the near future• Worked on 4 industries during the summer project i.e. Retail, Service Providers, Media & Entertainment and Auto & Aero and identified gaps in industry research already being carried out in the organization and created a framework for analysis

Mumbai Area, India

- Led a team of 12-15 research analysts co-ordinating assignments between bankers (clients) and analysts- Worked with bankers on determining work scope and scheduling- Professionally trained on databases such as Bloomberg, FactSet, SDC, Factiva, Onesource, Thomson Reuters etc.; further trained and mentored researchers on database knowledge

Pgdm, Management

Activities and Societies: Industry Institute Interaction (i3) Club • Core Committee Member for the Industry Institute Interaction (i3).

Bachelor, Management Studies

Higher School Certificate, Commerce

Ssc, School