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Litesh Gada, CFA, ACA

Litesh Gada, CFA, ACA

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Followers of Litesh Gada, CFA, ACA9000 followers
location of Litesh Gada, CFA, ACAMumbai, Maharashtra, India

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  • Timeline

  • About me

    Founder - Aureus Assets and Jadeite Developers | Real estate, Business Consulting, Transaction Advisory, Registered Valuer, 40 under 40 Alternative Investment Professional in India, Ex-Fund Manager

  • Education

    • CFA Institute

      -
      CFA

    • Bhavans

      -
      BCom Accounts

    • Institute of Chartered Accountants of India

      -
      Chartered Accountant Accounts, Tax and Finance

    • Institute of Company Secretaries of India

      -
      Company Secretary

  • Experience

    • RSM & Co. Chartered Accountants

      Jan 2005 - Nov 2006
      Article

      - Led transfer pricing study for a Danish Company and its US subsidiaries- Monitored review of inbound investment - Managed direct tax compliance for companies

    • PwC

      Nov 2007 - Sept 2009
      Associate - M&A Tax

      - Pivotal role in restructuring business of 2nd largest Real Estate company in India before IPO of INR 50 billion- Evaluated inbound & outbound investment ideas pertaining to various industries and geographies- Conceptualized avenues to increase promoter shareholding in a listed company without triggering open offer- Undertaking buyback of shares of an Indian company from its foreign shareholders

    • Chess Capital Services Private Limited

      Oct 2009 - Mar 2010
      Sr Research Analyst

      - Identified mid and small cap companies with growth potential for proposed investments- Steered efforts in creating an integrated financial model, consolidating & verifying all business assumptions and preparing the pitch book- Undertook research & analysis of investment portfolios of companies and produced reports which offered ideas / solutions for risk adjusted returns enhancement and diversification of portfolios

    • Aureus Consultancy

      Apr 2010 - Nov 2010
      Co-founder and Principal

      - Spearheaded investment banking with overall responsibility of end-to-end execution of fund raising mandates, term & working capital loans and other structured transactions- Raised structured debt for a residential project of a Real Estate Company

    • SEAF

      Nov 2010 - Sept 2018
      Vice President

      - Executed 11 investment transactions (including 2 follow on investments) totaling approx. INR 2000 million- Exit from one of the companies by way of Company buy-back and preparing another company for SME IPO- Developed in-depth understanding of businesses and undertook industry mapping for potential investments - Preparing investment notes / presentations to showcase investment opportunity to the Investment Committee- Preparing financial model / projections, providing valuation inputs and structuring options for investments- Undertake valuation exercise (with third party) for fund audit and internal reporting purpose - Raised follow on equity, External Commercial Borrowing (ECB), Term Loan, Working Capital Loan and Structured Debt for portfolio companies- Identify potential problems in portfolio companies and recommend remedial actions- Setting up of AIF, draft legal documents like PPM, contribution agreement, term sheet, SPA etc Show less

    • SREI ALTERNATIVE INVESTMENT MANAGERS LIMITED

      Sept 2018 - Mar 2019
      Vice President and Fund Manager - Rural Innovation Fund

      - Finalizing the fund theme and strategy - Raising funds from domestic and international Limited partners (LP) - Draft legal documents like PPM, trust deed, contribution agreement, management agreement, term sheet, SPA- Finalize and implement the structure for the fund (for international LP)

    • Carnelian Asset Advisors

      Apr 2019 - Aug 2019

    • Pen India Limited

      Jul 2019 - Jun 2022
      Independent Director

    • Aureus Assets

      Aug 2019 - now
      Founder

      Business consulting, Valuations, Transaction advisory and Wealth management

    • Jadeite Developers LLP

      Sept 2022 - now
      Founder

  • Licenses & Certifications

    • Online Proficiency Self Assessment Test For Independent Director's Databank

      Indian Institute of Corporate Affairs

  • Honors & Awards

    • Awarded to Litesh Gada, CFA, ACA
      40 Under 40 Alternative Investment Professionals in India Indian Association of Alternative Investment Funds (IAAIF) Jan 2018 Awarded with ‘40 Under 40 Alternative Investment Professionals in India’ award by the Indian Association of Alternative Investment Funds (IAAIF) in January 2018.

  • Volunteer Experience

    • Volunteer of Continuous Professional Development (CPD) committee

      Issued by CFA Society India on Jan 2017
      CFA Society IndiaAssociated with Litesh Gada, CFA, ACA

    • Director (Elect)

      Issued by CFA Society India on Sept 2022
      CFA Society IndiaAssociated with Litesh Gada, CFA, ACA