capital market advisory for credible indian growth...
TRANSCRIPT
Capital Market Advisory for credible IndianGrowth companies seeking to correct a mismatch betweenTheir fundamentals and their perceptions
Value Driven – Value Led
Effective complement of IR, PR and AR
Enhances corporate governance through transparency And consistency in communication
Sustainable Value Creation
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Global Perspective
UniqueInsights
GLOCALRelationshipNetwork
In-depthAnalysis
TrackRecord
360° ValueCreation Plan
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Analyse Sector and Company
Devise Multi-tieredStrategy
Assess Market Viewson Sector & Company
ImplementInternal & External Plan
for Execution
ComprehensivePlanning &Execution
Identify & Define KeyLevers for Value creation
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MARKET INTELLIGENCE
CUSTOMISEDSOLUTIONS
SYSTEMS &PROCESSES
CRISISMANAGEMENT
System and ProcessingFor tracking efforts LiveVarious softwares to trackAnd update documents
Customized plan based on Perception gapMapping the right audience for each clientAdvising on corporate Actions
Market News- Domestic and InternationalSocial media Tracking
Managing Rumours throughOfficial CommunicationsClear and Transparent Communication with allStakeholders
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Interface on behalf of clientshelping liberate management time
Available 24x7, making it possible for ClientsAs well as Market Participants to solve issues quickly
Structured communication methodologiesFor Clients, resulting in coherence and consistency
Positioning a company distinctively in theMind of the investor community
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Building the “Investment Idea”
Marketing Idea through Research Coverage
Investor Base Expansion
Perception Management
Communication & Messaging
5000+
100000+
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:
Financial PR
Media Management
Digital Media Campaigns
Crisis Management
Reputation Management
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50+
250+
Annual Report Designing
Integrated Reporting
Conceptualized in accordance to Clients Branding
Other Digital & Print ready Design Capabilities are:
Presentations
Year – end stationaries
Logo
Print / magazine Ads
Websites
Brochures
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Our Client Balkrishna Industries Ltd was awarded for Best Investor Meetings (Mid cap)
Mr. Shogun Jain Group Account Head and Ms. Payal Dave Group COO of SGAreceiving the award on behalf of the Client
Mr. Jimmy Oza, AVP receiving the award along with Ms. Payal Dave, Group COO of SGA and Mr. Jigar Kavaiya, Group Account Head
Our client, Music Broadcast Limited was Winner of Best Investor Meetings (Small Cap)
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2019: IR Magazine London “Certificate of Excellence” was awarded to
Our Client Navin Fluorine International Ltd was awarded forBest Stand – Out Investor Relations Practices at IR SocietyAwards 2017, organized by Investor Relations Society ofIndia in association with BSE, KPMG India and Bloomberg onJune 02, 2017
Mr. Tushar Pradhan, CIO HSBC Asset Management, handedover the Award to Mr. Sitendu Nagchauduri, CFO NavinFluorine International and Ms. Payal Dave, Group COO of SGA
Mr. Samir Shah, MD of SGA receiving the awardFrom Mr. Anant Goenka, MD of Ceat Limited
Our client, Va Tech Wabag was Winner of “BestInvestor Communication Practice – Small Cap”for the year 2013-14
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Mr. Sudhir Arya,Executive Director (Finance)NTPC LimitedandMr. Sunil Kakar, CFO,IDFC Bank Limited
handed over the Award to
Mr. Samir Shah, Managing DirectorandMs. Payal Dave, Group COO of SGA
Awarded as Top IR Agency for Best Investor Communication Practice 2015
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GMM Pfaudler Ltd:Ranked 10th & Received Platinum Award in the Core Industry
Minda Industries Ltd:Ranked 14th & Received Platinum Award in the Core Industry
Quick Heal Technologies Ltd:Ranked 35th & Received Gold in the Core Industry
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GTPL Hathway Ltd:Ranked 11th & Received Platinum Award in the Core Industry
Himadri Specialty Chemical Ltd:Ranked 24th & Received Gold Award in the Core Industry
Ice Make Refrigeration Ltd:Ranked 27th & Received Gold Award in the Core Industry
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A Chartered Accountant by profession, Mr shah has more than 30 years of Experience across diverse functions as corporate finance capital markets, investor relations, business strategy and planning.
He Founded Strategic Growth Advisors in year 2010, prior to that he was : Head – Corporate Finance and Investor Relationships, Suzlon Energy Limited
Professional relationship spanning longer than a decade
Managing global investor relations
Part of the Global M&A Transactions and Group Finance Strategy
Debt syndication from domestic and international banks
Executive Vice President at a Private Equity Firm
Vice President at a Leading Stock Broking Company
Vice President at a NBFC
Advisory and Strategic fundraising
Fundraising, leasing, hire purchase financing, working capital financing, merchant banking, diversification in the realm of windpower generation and stock broking
Managed legal and regulatory matters, credit ratings, among others
A firm closely associated with Hirco / Hiranandani Group on Investments
Involved in business development and planning and bank financing
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Equity capital markets: private equity, IPO, GDR
Payal has been associated with SGA since inception. Payal has more than 16 years of experience in the realms of corporate finance,capital markets, business research and investor relations. She has a Baccalaureate in Management. She holds the prestigiousInternational Certificate in IR Society of UK: she has passed the CFA level II examination.
As a Group COO, she is responsible for entire gamut of Investor Relations of all Clients in various Industry Segments like Banking,Manufacturing, Infrastructure, Logistics, Media & Entertainment etc.
PRIOR TO JOINING SGA IN 2010
Has undergone training in Intensive Bank Analysis by Fitch Ratings
Contributed to flagship publications of Morgan Stanley - Structured Credit Insights, Bank Capital A-Z ( pens down analysis of various Banking Regulations on different tiers of Capital issued by Banks)
Assistant Vice President – B&K Securities
Senior Associate – Research, Morgan Stanley
Executive – Corporate Finance, Yash Birla Group
A part of the Institutional Equities Team
Worked closely with leading Institutional Investors in India and abroad
Part of the Group Strategy Team - Analyzed proposals for new lines of business
Review plans of all Group Companies
Worked with the top-ranking European banking research team over the five years
Added value by analysing underlying strengths of financial institutions
Solely managed the fixed income deposit scheme of Birla Power Solutions Limited.
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Kevin has more than 7 years experience.
He is focusing on developing the Public Relations Practice of the Company. He also overlooks Investor Relations & Annual Reportbusiness. He directly manages client relationships and is a part of Business Development team. He manages Client RelationsManagement (CRM) and controls, systems and processes.
He has passed Intermediate Chartered Accountancy exam.
PRIOR TO JOINING SGA IN 2014
Worked on various Statutory Audits, Tax audits of Large MNC’s and Mid size Indian corporates
Key assignments included IFRS conversions
Was involved in Business Development as well
Interned with S.R. Batliboi & Co., an associate member firm of Ernst & Young LLP
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2011 and currently manages client relationships with a team of over 3 professionals.
PRIOR TO JOINING SGA IN 2011
Manager Investor Relations - Reliance Infrastructure
Assistant Manager Investor Relations - Suzlon Energy
Financial Analyst - Seagal Financial Services
Formulation and Implementation of Investor Relations Plan
Responsible for Research Coverage by Leading Research Houses and Investor Interactions
Tracking and Analyzing Peer Groups of Various Industries Helped in Corporate Strategic Planning
Part of the Global Investor Relations Management Team
One Point Contact for Sell Side Analysts
Preparation of Consolidated Financial Model, Investor Presentation and Communications
Analyzing Capital Market Data for Global Companies
Tracking and Analyzing Peer Group Performance of Global Companies
Jigar is an MBA with over 13 years of experience in the areas of investor relations and corporate finance. He has with SGA since
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Shogun is a Masters in Commerce with over 12 years of experience in investor relations. He has been with SGA since 2014 andcurrently manages client relationships with a team of over 5 professionals.
PRIOR TO JOINING SGA IN 2014
Associate, Investor Relations - Aarnine Financial Markets Advisory LLP
Associate, Investor Relations - Orbit Corporation Limited
Junior Associate - Edelweiss Securities Limited
Covering Petrochemical , Infrastructure & Real Estate companies
Responsible for Research Coverage by Leading Research Houses and Investor Interactions
Business Modelling, Analysis & preparation of collaterals
Handled Investor Relations for the Company
One Point Contact for Sell Side Analysts & Institutional Investors
Member of the team which handled the QIP fund raise
Member of the Institutional Equity Desk
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Group Account Head, IR Practice
She joined SGA in 2014 and handles Investor Relations Activities for the Client relationships in various sectors and manages a team of over 5 professionals.
PRIOR TO JOINING SGA IN 2014
Research Analyst - K R Choksey
She has a strong understanding of the Indian Capital Market and has tracked Auto & Auto Ancillary and FMCG sectors
reports on the companies under her coverage
Neha is a qualified MBA and cleared CFA level III (USA) with 7 Years experience
She was responsible for research and has demonstrated her understanding of financial modelling and valuation through her
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Group Account Head, IR Practice
He has joined SGA in 2019.
PRIOR TO JOINING SGA IN 2019
Account Manager - Citigate Dewe Rogerson, (CDR India)
Worked with IT, Real Estate, Consumer Electricals and Consumer (Beverages) and Financials Sector
Varun is a BA in Economics, MSc in Economics and International Financial Economics from University of Warwick – UK.
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Responsible for Research Coverage by Leading Research Houses
Business Modelling, Analysis & preparation of collaterals
Drafting of MD&A, Director's Report for Annual Report
Investor Interactions across HNI, PMS, DII & FIIs
He has over 9 years experience in Investor Relations Consulting with Citigate Dewe Rogerson (CDR India).
Group Account Head, IR Practice
As, Head - PR Practice, she is responsible for the PR Practice at SGA. As a team head, she will guide and inspire the best out of her team to achieve targets, meet deadlines and work in a professional and collaborative manner to meet deadlines and realizeclient expectations.
PRIOR TO JOINING SGA IN 2019
She has worked with Adfactors PR Pvt. Ltd. & Concept PR for over 15 Years
Key Responsibilities were Client servicing, Meeting client expectations, Strategy planning and implementation
Purvi is an experienced Public Relation expert, with 18 years in the industry, Her strengths include planning, executing campaigns and pre-empting possible hindrances to turn around campaigns into media successes.
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Handling Media Relations, Logistics for roadshows, and people management
Purvi completed her diploma in software engineering to explore her talent and fueled her hobby with a degree in psychology and sociology.
Planning and development of product/service launches, Corporate Communication and Liaison
Launched and handled successful IPO’s like ICICI Prudential, ICICI Lombard, ICICI Securities, Bandhan Bank, InterGlobe(Indigo), Aavas Financiers , Equitas , Credit Access, Café Coffee Day, Narayana Hrudayalaya, L&T Infotech, L&T Technology, DHFL NCD Issue ,VRL Logistics, UFO Moviez, Sadbhav Infrastructure, Parag Milk Foods to name a few
Report Positioning and Communications.
He also has knowhow on interactive web solutions and digital marketing. This facilitates clients to get an extra edge to reach out totheir potential target audience.
PRIOR TO JOINING SGA
Co-Founded Adsvita Communique in 2015
Business Analyst and Development Manager at one of the leading IT Company
Research Associate and Senior Research Consultant at two of the India’s leading AR agencies
To offer services like Designing and Printing Annual Report, Brochures, Presentations
Provided digital media advisory for web interactive solutions like website development, mobile applications and other richinteractive media
Headed the digital marketing team
Developed investor communication collaterals, with Annual Report as a core focus
Provided positioning strategies to the corporates through in-depth research and management interactions
Drafted communication story based on the inputs provided by the Management
Managed and co-ordinated with the creative team for end-to-end deliveries, ensuring smooth and timely execution
Chintan is a qualified MBA with specialization in finance and marketing. He has over 12 years of experience in the field of Annual
Also offers Digital Media marketing services including Branding & Digital Profiling
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Debabrata possesses over 30 years of experience as a Graphic Designer and Production Manager.His innovative graphic artistrycombined with out-of-box design concepts and methodology allows him to deliver a perfect amalgamation between the content and creatives. He has successfully handled big ticket clients across varied industries and exhibits detailed production knowhow with the ability to excel in fast-paced and time-sensitive environment. He has successfully exhibited projects across range of communications Like annual reports, brochures, coffee table books, flyers ads, hoardings and many more projects across range of communications like Annual reports, brochures, coffee table books, flyers, ads hoardings and many more.
PRIOR TO JOINING SGA
Co-Founded Adsvita Communique in 2015
Senior Graphic Designer and Production Manager at a leading PR Company
Senior Production Manager at two of the India’s leading AR agencies
System Operator and Graphic Designer at various designing agencies
To offer services like Designing and Printing Annual Report, Brochures, Presentations
Managed designing and production of various communication collaterals ranging from Annual reports, Presentation, Brochures,Packaging and Ads
Advisory for Fabrication and Printing processes
Led a team of production manager
Managed art-working and production process for annual reports and brochures
Assisted in designing and pre-printing process
DTP operations
Also offers Digital Media marketing services including Branding & Digital Profiling
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Payal DaveGroup COO
Strategic Growth Advisors Private LimitedCIN No. U74140MH2010PTC204285
402, Pressman House,Near Orchid Hotel,70A, Nehru Road,Vile Parle (East ),Mumbai – 400099
Mobile: +91 98199 16314 Email: [email protected]: www.sgapl.net
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