Rahul Agarwal Email & Phone Number

Mumbai, MH, IN

Mumbai, Maharashtra, India

Leading the consumer discretionary sector investment and research. Sub-sectors include consumer electricals and durables, building materials, healthcare, retail, etc.

Mumbai Area, India

• Was leading the investment team for long-only investments looking for growth businesses at reasonable valuations. Fund strategy was sector-agnostic and investing across market caps.
• Monies raised under the CAT-III AIF structure and with minimum investment tenure of three years.
• Carry good relationships with corporate managements at CXO level.
• Build complex financial excel models forecasting equity/debt capital needs and cash flow generation over life-cycle of a project/business. An expert into project due diligence based on discounted cash flow (DCF).
• Evolved as an India generalist over the past eight years. Specialist into multi-sectors - Automotive, Consumer discretionary, Healthcare, Industrials and E-commerce.
• Sub-sectors include: o Auto original equipment manufacturers (OEMs) and related ancillaries.o Consumer discretionary - consumer goods retail, durables, electrical components, food and beverage, tiles, sanitary-ware.

Mumbai Area, India

• As part of the Infrastructure research was responsible for covering conglomerates, power utilities and capital goods.
• Studied Indian public-private partnership (PPP) regulations related to development of airports, roads, mining, SEZ, etc. under the BOOT (build, own, operate and transfer) structure.

Mumbai, Maharashtra

• Was promoted as research associate for Infrastructure sector. Sub-sectors were: Infrastructure asset owners, engineering and construction and capital goods.
• Initiated research coverage on stocks like GMR Infrastructure, Thermax, Cummins, KEC International, Kalpataru Power, Suzlon Energy, etc.
• Was part of one of the most comprehensive research report written on the GMR group covering airport, power, road, SEZ and coal mining assets.
• Wrote thematic industry research reports and marketed extensively to Indian and Asian institutional investors
• Worked extensively on the initial public offer (IPO) of V-guard Industries.
• Arranged corporate road shows, factory visits, investor conferences, panel discussions and dealer meetings.

Mumbai, Maharashtra

• Collating relevant data and ensuring publishing of the daily morning research note
• Writing investment recommendations for equity IPO’s of companies across sectors and market caps
• Promoted as research associate to the small cap research team. Initiated coverage on several small cap stocks like Cinemax, Greenply Industries and Graphite India. Started marketing research to domestic institutional.

Mumbai Area, India

As part of the corporate taxation team, was responsible for income tax advisory, finalization of books of accounts, filing of income tax returns and representations to regulatory authorities for listed/unlisted companies in India.

Mumbai Area, India

As part of the asset securitization team, was responsible for effective accounting of securitized auto loan portfolios. Use to handle periodical reconciliation and accounts maintenance.

Chartered Accountant, Accounting And Finance

High score into financial management and corporate law.

Mithibai College, Bachelor Of Commerce, First Class

Level 1 Candidate