A CFA charter holder and chartered accountant, Naveen has experience as an investment banker with Moravia Capital and corporate strategy with Edelweiss, a publicly-traded Indian financial services firm. He has raised capital from institutional investors on behalf of alternative investment managers. Naveen leverages his extensive fundraising and transaction experience to help entrepreneurs and managers drive value for their businesses.
Worked with alternative investment funds to raise capital from institutional investors for venture capital, private equity, secondary, real estate, and private debt strategies.
Managed and developed relationships and organized roadshows with institutional investors from the Middle East and the Asia Pacific regions for the general partners of alternative investment funds.
Developed pitch decks, private placement memorandums, due diligence questionnaires, and teasers for alternative investment funds.
Built extensive financial models that included multiple scenario analyses for cash flow and return projections for private equity funds.
Constructed financial models for complex structured transactions such as litigation financing.
Focus areas: Fund of Funds, Private Equity, Investor Relations, Fundraising
Assistant Manager (Corporate Strategy)
2014 - 2017
Edelweiss Financial Services Ltd
Executed the acquisition of an Indian mutual fund business that was a subsidiary of a leading global financial multinational corporation, assisting in the full cycle of the transaction from initial analysis to the closing of the deal.
Built discounted cash flow and precedent transaction valuation models for strategic investments.
Assisted in the preparation of pitch decks, business plans, and financial models for market entry analysis initiatives in areas such as general insurance and agriculture value chain.
Prepared presentations for the board of directors and management committees on topics ranging from economic analysis to detailed reviews of financial statements.
Conducted commercial and financial due diligence on acquisition targets and helped negotiate and finalize agreements with lawyers.
Created a financial model for capital budgeting decisions including a real estate buy versus lease analysis and a corporate asset leasing review.
Assisted the corporate MIS team in the preparation of reporting packages for the leadership of the wholesale credit, retail credit, and life insurance businesses.
Focus areas: Due Diligence, Capital Budgeting, Financial Modeling, Valuation, Investments, Mergers & Acquisitions (M&A)
2012 - 2014
Prepared three-statement financial models for buy-side equity research for companies across sectors.
Wrote internal research reports and analyzed Indian stocks.
Performed valuation using absolute and relative methods.
Focus areas: Valuation, Three-statement Modeling, Cash Flow Modeling, Equity Research
2010 - 2012
Handled independent assignments of management audits, SBU and branch audits of a leading Indian consumer durable company.
Handled a sales and marketing audit, export-import function audit, account audit, and the sales tax audit for a manufacturing company.
Audited the process and cost savings in reverse freight auction of a leading consumer durable company.
Performed the internal audit of depots for India's leading cement manufacturing company.
Handled the plant audit of an auto part manufacturer resulting in significant cost saving.
Focus areas: Analysis of Variance (ANOVA), Budgeting, Internal Audits, Finance Process Improvement
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