Shashank Dholakia Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

- Evaluated project financing proposals in the ESG sector (renewable energy) to advise clients on reducing carbon emissions and raising funds through debt- As part of the transaction team, prepared deal collaterals (screening memo, financial model, credit appraisal memo, tear sheets) to analyze the projects and make investment decisions- Handled C&I solar.

• Advised clients on fundraising by means of Venture Capital and Private Equity particularly in industries such as Electric Vehicles, Packaging, Waste Management, and others.
• Involved in all aspects of a transaction process, from drafting the initial pitchbook to the development of marketing collaterals like financial models, information memorandum, and other presentations for interaction.
• Assisted company management in preparing investor presentation materials, financial models, and performed due diligence for a $12Mn private equity placement in the waste management sector.
• Prepared pitch and valuation materials for a $50Mn private equity placement in one of the leading last-mile e-mobility company.
• Conducted in-depth industry research and analyzed competitive market dynamics and trends for new business and product development activities.

Mumbai Area, India

• Constructed annual and quarterly financial models and used DCF valuations, market multiple analyses to determine the appropriate share price.
• Performed deep, bottom-up fundamental analysis on stocks in Media & Telecom sector
• Drafted company research reports, earnings notes, and industry pieces for covered companies.

Mumbai Area, India

• Performed financial valuations, utilising discounted cash flow and multiple based analysis of client companies.
• Performed a range of analyses including industrial analysis, competitive analysis, and comparative valuation; conducted periodic meetings with investors to address any of their relevant questions or concerns.
• Assembled and produced business valuation reports containing general economic conditions, industry assessment, financial and valuation analysis of clients assigned.
• Built financial model from scratch and updated existing models by collecting financial data through databases such as Bloomberg, Thomson Reuters Eikon, and Capitaline.
• Created professional pitchbooks, teasers, investor presentations, valuation reports, and other marketing materials to spread awareness about the client.

Mumbai Area, India

• Managed general insurance portfolio of corporates
• Prepared a detailed report on all the Insurance policies currently active with client and performed a gap analysis.

Mumbai Area, India

• Conducted gratuity and leave encashment valuations for corporates.
• Advised clients on maintaining sufficient reserves for employee’s benefit schemes
• Assisted Head Actuary in preparing valuation reports

Master'S Of Global Business, Finance, General

Bachelors Of Commerce, Commerce