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ArthVeda Capital Fact Sheet ArthVeda Capital Media Capital Headline Publication Date Arthveda’s Ready for Foreign Investment Play The Economic Times 24 August 2015 Real estate is in a pause mode, will get moving after a year: Bikram Sen of ArthVeda VC Circle 18 August 2015 Sensex Climbs On RBI Rate Cut Hopes, Reduction In Banks’ Bad Loans HuffPost India 17 August 2015 Funds load up on Nestle shares The Economic Times 17 August 2015 Indian realty funds home in on Gulf investors Gulf News 17 August 2015 Need for speed as market looks beyond earnings Financial Chronicle 16 August 2015 Is it time to rejig your investment portfolio? Economic Times 15 August 2015 Sensex Gains Fade on Indian Parliament Tax Logjam, Rupee Decline Bloomberg.com The Financial Express 13 August 2015 Making dividends work for you livemint.com 06 August 2015 Words that matter - Vikas Gupta Financial Express 04 August 2015 SBI, ICICI Bank lead rally ahead of policy Business Standard 03 August 2015 Stocks & realty are good if executed in systematic approach Andhra Jyothy 27 July 2015 Modi beating Indonesia’s Joko Widodo in fulfilling infrastructure promises livemint.com 24 July 2015 Join Mint’s market experts on the daily Live Markets chat livemint.com 15 July 2015 Confounding conundrum: Corporate wealth VS Investor wealth moneycontrol.com 15 July 2015 18
ArthVeda Capital Fact Sheet ArthVeda Capital Team Capital Investment Management and Research EVP-Traded Markets & Investment Research: Dr. Vikas V Gupta; vikas.gupta@arthveda.co.in; +91 22 6774 8591 • Vikas has over 20 years of experience in research, strategy and operations in various CxO-level roles; has been involved with several IPOs, private placements, and M&A transactions. • He holds a value-oriented investment philosophy, which emphasizes “margin of safety” to minimize risks before focusing on maximizing returns. • His capabilities lie in strategic value creation by understanding the interplay of valuation drivers and sources of risk through indepth research and analytics. • He formerly served as Professor and research faculty at IIT Kharagpur and University of California. He has a B.Tech from IIT Bombay and earned his Masters and Doctorate from an Ivy League University—Columbia University, New York. Portfolio Manager & Lead Research Analyst: Ashwini Shami; ashwini.shami@arthveda.co.in; +91 22 6774 8537 • Ashwini has nearly a decade of experience in financial service industry. • He has a rich exposure is analyzing corporate strategies & business models. His expertise lies in developing investment strategies to harvest returns by focusing on intrinsic business value across asset classes, including listed-equities, private equity & debt investments. • Prior to joining ArthVeda, he was employed with Valterra Corporate Advisors, a boutique i-bank where he concentrated his efforts on creating value for medium & small size companies is multiple sectors. • Prior to Valterra, he was employed with Goldman Sachs as an equity research analyst covering US listed large cap pharmacompanies and helped coverage initiation for multiple companies in the industry. • He is a B.Tech from IIT-Bombay and MBA from IIM Lucknow and Toulouse Business School, France. Senior Research Analyst: Varun Sood; varun.sood@arthveda.co.in; +91 22 6774 8587 • Varun has over several years of experience in financial service industry. • He holds a strong foundation in business valuation and research in both developed & emerging markets. Currently, he manages product development & strategy validation for international & domestic investment portfolios. Varun is an expert in working with analytics tools and has developed intricate financial models. • Prior to joining, he was employed as a senior associate at Masan Group, a Vietnam’s largest private sector holding company with market cap of over $2billion, identifying new investment opportunities across sectors. • Prior to Masan, he was employed with Trefis- a Boston based equity research start-up, providing high-quality and intuitive stock opinions on large US stocks including Facebook & Groupon and ING performing analytics on ING’s insurance business across the Asia-Pacific. • He is a B.Tech from IIT-Roorkee and MBA from IIM Banglore and EDHEC School of Business, France. Senior Research Analyst: Kshitij Gupta, CFA; kshitij.gupta@arthveda.co.in; +91 22 6774 8541 • Kshitij has many years of experience in financial service industry. • He has a rich experience of performing equity research on stocks in emerging market. • Prior to Arthveda, he was employed with J.P. Morgan as an equity research analyst co-covering 30+stocks. • While at J.P. Morgan, he was part of Asian Consumer team. His team was ranked 5th in Institutional Investors Survey 2012 in the consumer category • Kshitij has a B.Tech & M.Tech from IIT- Kharagpur and is a CFA charter holder Associate Portfolio Manager & Investment Strategy: Viraj Vajratkar; viraj.vajratkar@arthveda.co.in; +91 22 6774 8575 • Currently AVP Investment Strategy and Research at ArthVeda Capital. • Experienced in performing fundamental research, business valuation, financial analysis and modeling for the broad-level sector as well as individual companies. • As part of a 4-membered team at JP Morgan, he covered 15 European Consumer stocks with a total market capitalization of ~$660 BN. • His Consumer team rose in the European Consumer equity research Institutional Investor survey 2012 rankings from #7 to #4. • Viraj has a B.Tech & M.Tech from Indian Institute of Technology (IIT) Bombay and an MBA (specializing in Finance) from ISB Hyderabad. 19
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