Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
Generic

Aarohi Karode, CA

Mumbai

Summary

A qualified CA, with a cumulative experience of ~5.5 years in Investment Banking & Valuations across multiple sectors.

Currently seeking growth opportunities in Investment Banking and PE/VC domains to advance my career, tactically apply my skills and past learnings to deal closures, and possibly explore new sectors.

Overview

9
9
years of professional experience

Work History

Senior Associate

HDFC Bank - Investment Banking
Mumbai
06.2024 - Current

Key Deals:

  • Sell-side advisory - ~INR 100 Cr Series A fund-raise for an electric 3-wheeler OEM startup from a listed Oil & Gas company in India – Closed
  • Sell-side M&A – Listed auto and industrial bearings co. – Ongoing
  • Sell-side M&A – Electronics components co. - Ongoing
  • ~INR 1,800 Cr IPO of a Jewellery Retailer – Ongoing
  • ~INR 200 Cr PE / Pre-IPO fund-raise for an auto hinge manufacturer – On hold
  • REITs IPO – Pitched to a Commercial Real Estate Company – In Discussion for Mandate
  • ~INR 600 Cr IPO – Industrials co. engaged in Electric Lamination – Mandated and on hold
  • Covered Auto Ancillary, Industrial & Consumer Goods, Electronics, Real Estate

Associate

HDFC Bank - Investment Banking
Mumbai
06.2022 - 06.2024

Key Deals:

  • Sell-side advisory ~INR 250 Cr equity fund-raise for a wheel-rim manufacturer – Called-Off
  • Sell-side advisory $40mn mezzanine fund-raise for a renewable player – Called-Off
  • Equity fund - raise for EV bus manufacturer / Mobility-as-a-service platform – Called-Off

Associate

SBICaps
Mumbai
02.2022 - 06.2022
  • Assisted in raising debt financing of ~INR 1,000 Cr for an InVIT, backed by a global private equity firm

Assistant Manager

Deloitte - Valuations Advisory
Mumbai
09.2019 - 08.2021
  • Conducted Company Valuations, Impairment Testing Analysis, Brand Valuation, etc in sectors such as Oil & Gas, Bank, Ed-tech, Food-Tech, Metals

Senior Article

Deloitte - Statutory Audit
Mumbai
08.2016 - 08.2019
  • Audit and Tax Audit assignments of listed and private entities operating in IT, capital goods and trading industry

Education

Chartered Accountant (1st Attempt - All Levels) -

The Institute of Chartered Accountants of India
05-2019

CFA - Level 1 Passed -

CFA Institute
05-2022

Bachelor of Commerce -

R A Podar College of Commerce & Economics
07-2018

Skills

  • Financial Modeling
  • Microsoft Office Suite
  • Valuation Techniques
  • Research
  • Client relationship management
  • Deal execution
  • Sector analysis
  • Database (Refinitiv, Bloomberg, S&P CIQ, Venture Intelligence, Tracxn)

Accomplishments

  • Outstanding Contributors’ Award - Deloitte Valuations
  • Deloitte’s Rising Star Award - Articleship in Statutory Audit
  • Appreciation mail from Deloitte member firm, Middle East (Assistant Director – Deloitte Dubai)

Affiliations

  • Qualified for Student Exchange Program in Stuttgart, Germany,by R.A Podar College
  • Level A1 German Language - By Max Mueller Institute
  • Represented at Intra School, District and State Level Badminton Tournaments

Timeline

Senior Associate

HDFC Bank - Investment Banking
06.2024 - Current

Associate

HDFC Bank - Investment Banking
06.2022 - 06.2024

Associate

SBICaps
02.2022 - 06.2022

Assistant Manager

Deloitte - Valuations Advisory
09.2019 - 08.2021

Senior Article

Deloitte - Statutory Audit
08.2016 - 08.2019

Chartered Accountant (1st Attempt - All Levels) -

The Institute of Chartered Accountants of India

CFA - Level 1 Passed -

CFA Institute

Bachelor of Commerce -

R A Podar College of Commerce & Economics
Aarohi Karode, CA