Naveen Sharda

Naveen Sharda

Mumbai, Maharashtra, India
Member since July 21, 2018
A CFA charterholder 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.
Naveen is now available for hire
Career Highlights
Education
Select Certifications
Case studies
Industry Expertise
  • Financial Services
Other Expertise
  • Due Diligence
  • Financial Modeling
  • India
  • Investor Relations
  • Pitch Decks
  • Private Equity
  • Three Statement Operating Model
Employment
  • Senior Associate
    2016 - PRESENT
    Moravia Capital AG
    • 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: Fundraising, Investor Relations, Private Equity, Fund of Funds
  • 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: Mergers & Acquisitions (M&A), Strategic Investments, Valuation, Financial Modeling, Capital Budgeting, Due Diligence
  • Industrial Trainee
    2012 - 2014
    Amansa Capital
    • 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: Equity Research, Cash Flow Modeling, Three-statement Modeling, Valuation
  • Article Associate
    2010 - 2012
    Aneja Associates
    • 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: Finance Process Improvement, Internal Audits, Budgeting, Variance Analysis
Other Experience
  • Serving Food From the Cloud (Publication)
    The restaurant industry is infamous for its failure rate. The most common reason for failure is location. Cloud kitchens do away with this obstacle, allowing restaurants to operate without having a central hip location.
Education
  • Bachelor's degree in Accounting
    2009 - 2012
    Mumbai University - Mumbai, India
Certifications
  • Chartered Financial Analyst (CFA)
    AUGUST 2016 - PRESENT
    CFA Institute
  • Chartered Accountant
    JANUARY 2009 - DECEMBER 2013
    Institute of Chartered Accountants of India

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