Puneet Agnihotri
Mumbai
Summary
To work in a dynamic environment that provides me with a wide spectrum of experience and exposure. To bring a dynamic and versatile portfolio of skills at workplace and to serve the organization with a positive attitude.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Manager
DAM Capital Advisors Limited
Mumbai
01.2024 - Current
- Working within Investment Banking - due diligence & execution team
- Responsible for execution of IPO, buyback, Offer for sale & QIP transactions
Assistant Manager
IDBI Capital Markets & Securities Limited
Mumbai
10.2022 - 01.2024
- Working within Investment Banking - due diligence & execution team
- Responsible for execution of IPO, buyback, Offer for sale & QIP transactions
Assistant Manager
A. K. Capital Services Limited
Mumbai
04.2022 - 10.2022
- Working within Investment Banking - due diligence & execution team
- Responsible for execution of debt IPO transactions
Compliance Manager
Omkara Capital Private Limited
Mumbai
12.2020 - 03.2022
- Worked as Manager - Compliances
- Responsible for end-to-end compliance and risk management
- Advising on strategic planning and decision making
Assistant Manager
Pantomath Advisory Services Group
Mumbai
10.2018 - 12.2020
- Working within investment banking: due diligence and execution team.
- Responsible for the execution of IPOs, buybacks, offers for sale, and QIP transactions.
- Worked as a Compliance Officer for the PMS division.
Management Trainee
Pantomath Advisory Services Group
Mumbai
10.2017 - 10.2018
- Completed 12 months internship within merchant banking team
- Was engaged in the execution of equity capital market transactions including IPOs, and Open Offer
Education
Associate Company Secretary (ACS) -
Institute of Company Secretaries of India (ICSI)
08-2017
Bachelor of Commerce (B.Com) -
Devi Ahilya Vishwavidyalaya (DAVV)
Indore07-2017
HSC -
M.P. Board
Bhopal04-2014
SSC -
M.P. Board
Bhopal04-2012
Skills
- Legal drafting and interpretation
- Proficiency with various databases
- Capitaline
- Ace Equity
- Screener
- VCC Edge
- Fundamental screener
- Prime database
- Corpository
- Proficiency with the MS Office Suite
- Advanced Excel
Accomplishments
- IPO: Closed: Bansal Wire, IREDA. DRHP Filed: (Ganesh Consumer, Midwest, All Time Plastics, Euro Pratik)
- QIP: Wockhardt (2 tranche), Shilpa Medicare, DB Realty, Spicejet.
- Buyback: Welspun Livings.
- Rights Issue: Geojit, HCC, Patel Engg
- OFS: RVNL, IRCON, HUDCO, HAL
- Debt IPO: Muthoot Finance, L&T Finance, IBHFL, CAGL
(currently working on 10+ live deals)
Affiliations
ICSI, ACS 61237
Certification
NISM-Series-IX: Merchant Banking Certification
Languages
- Hindi
- English
Hobbies and Interests
- Travelling
- Investing
- Cooking
Personal Information
Date of Birth: August 01,1997
Attributes
- Faithfulness
- Inquisitiveness
- Learnability
- Dedication
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Senior Manager
DAM Capital Advisors Limited
01.2024 - Current
Assistant Manager
IDBI Capital Markets & Securities Limited
10.2022 - 01.2024
Assistant Manager
A. K. Capital Services Limited
04.2022 - 10.2022
Compliance Manager
Omkara Capital Private Limited
12.2020 - 03.2022
Assistant Manager
Pantomath Advisory Services Group
10.2018 - 12.2020
Management Trainee
Pantomath Advisory Services Group
10.2017 - 10.2018
NISM-Series-IX: Merchant Banking Certification
Associate Company Secretary (ACS) -
Institute of Company Secretaries of India (ICSI)
Bachelor of Commerce (B.Com) -
Devi Ahilya Vishwavidyalaya (DAVV)
HSC -
M.P. Board
SSC -
M.P. Board
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