Shubham Agarwal

Equity Investment Specialist at Kotak Alternate Asset Managers Limited

Shubham Agarwal is a highly experienced finance professional with a strong background in investment banking and product leadership. Currently serving as Product Lead at Kotak Cherry since January 2022 and Associate Vice President at Kotak Investment Advisors Ltd since September 2021, Shubham previously held the role of Assistant Vice President at ICICI Securities, focusing on mutual fund investments for high-net-worth individuals. Prior experience includes positions as Associate at o3 Capital and Investment Banking Associate at JPMorgan Chase & Co., where responsibilities included coverage of the Telecom, Media & Technology sector. Shubham's educational background includes Chartered Accountancy from The Institute of Chartered Accountants of India, a Chartered Financial Analyst designation, and a Bachelor of Commerce from St. Xavier's College, Kolkata.

Location

Mumbai, India

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Kotak Alternate Asset Managers Limited

Kotak Alternate Asset Managers Limited, erstwhile Kotak Investment Advisors Limited, is a part of Kotak Mahindra Group (Kotak), focuses on alternate assets management and investment advisory businesses. The company was set up in early 2005 and has raised/managed/advised over US$ 22 billion across different asset classes including Private Equity, Real Estate, Infrastructure, Special Situations, Data Centre and Private Credit. Kotak Alts also has a significant Investment Advisory business, and all asset management and Investment Advisory businesses are managed by independent teams. This change reflects the company's continued commitment to build and operate best in class investment and strong governance led alternate investment firm. KIAL was set up in early 2005 with its first structured third party funds to bring a sharper focus to this business. Since then it has raised / managed / advised in aggregate ~US$ 18 billion across different asset classes including Private Equity, Real Estate, Infrastructure, Special Situations, Data Centre and Private Credit. Kotak Alts also has a significant Investment Advisory business, and all asset management and Investment Each of these teams has significant industry and investment experience with strong deal origination and networking capabilities and a proven investment track record with demonstrated exits. The teams are known for their deal structuring capabilities, value creation and are among the few managers in India to have returned significant amount of capital and returns to our investors. Kotak is well versed in managing institutional capital and currently has several Sovereign Wealth Funds, Global Pension Funds, Insurance Companies and Development Finance Institutions as investors. Kotak Alts has consistently pioneered in identifying unique and differentiated investment opportunities in India and will continue to pursue this for the benefit of our Global LPs and domestic family office investors.


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Headquarters

Mumbai, India

Employees

51-200

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