Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Timeline
Generic
Adarsh Punjabi

Adarsh Punjabi

Pune

Summary

To accelerate personal and career development with the growth of the organization. Critical-thinking Equity Research Analyst with Number years of experience assessing the stock market and identifying potential trends to provide sound investment advice. Analytical professional with exceptional research, analytical and problem-solving skills.

Overview

25
25
years of professional experience

Work History

Private Equity Analyst

Punjabi Family Holdings.
01.2012 - Current
  • Increased deal flow by effectively researching and identifying potential investment opportunities.
  • Developed financial models for strategic acquisitions, resulting in successful portfolio expansion.
  • Conducted comprehensive market analysis to better inform investment decisions and strategy.
  • Enhanced due diligence processes by creating detailed reports on target companies'' financials, management teams, and operations.
  • Assisted in securing financing for various deals, streamlining the transaction process.
  • Managed relationships with portfolio companies, ensuring continued growth and success postacquisition.
  • Presented findings to senior management during investment committee meetings, contributing to informed strategy development.
  • Monitored industry trends and news to identify emerging markets or sectors for potential investments.
  • Optimized reporting processes by enhancing internal tracking systems for improved data analysis capabilities.
  • Leveraged advanced Excel and Word skills to build robust valuation models, providing accurate forecasts for potential investments.
  • Contributed to firm''s overall performance by actively participating in fundraising activities for new funds or follow-on investments.
  • Enhanced decision-making process by consistently presenting clear analyses of risk factors associated with each potential investment.
  • Generated ideas within various sectors.

Senior Officer

Sind Trading Agencies
06.1999 - 04.2009
  • Handling the entire store operations and administration
  • Dealing with suppliers and negotiating with them on discounts and terms of business
  • Taking care of high net customers and also following up on payments
  • Handling the bank activities in case of loan and daily cash and cheques deposit and collections
  • Keeping a check on the inventory level of the firm
  • Assisting Financial Analysis -Investments

Education

National Certificate Of Financial Market. (NCFM) - Derivative Module

National Stock Exchange
Mumbai, India

Bachelor Of Commerce - Commerce And Economics

Ness Wadia College of Commerce
Pune, India
06.1997

Skills

  • Capital Raising
  • Investor Relations
  • Investment Analysis
  • Portfolio Management
  • Due diligence
  • DCF Analysis

Personal Information

Date of Birth: 01/01/78

Languages

English
Advanced (C1)
Hindi
Advanced (C1)
Marathi
Elementary (A2)

Timeline

Private Equity Analyst

Punjabi Family Holdings.
01.2012 - Current

Senior Officer

Sind Trading Agencies
06.1999 - 04.2009

National Certificate Of Financial Market. (NCFM) - Derivative Module

National Stock Exchange

Bachelor Of Commerce - Commerce And Economics

Ness Wadia College of Commerce
Adarsh Punjabi