Rochit Shetty

Experience

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  HIndustan Lever Ltd.

  Oct 2001 - Dec 2001

  Account Executive

  • Accounts reconciliation and past dues follow up

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  Netscribes

  May 2003 - Nov 2003

  Associate Research

  • Conducted research for Bear Stearns • Providing information on Companies, Industries (through research reports), Credit rating reports (Moodys, S&P, Fitch) Newsruns (Factiva, Lexis Nexis), Bloomberg data, SDC runs, Factset data and preparation of PIB’s (Public Information Book) for M&A’s and New Issues

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  Citigroup (Citi Finance India Limited)

  Jan 2004 - Jan 2005

  Research Analyst

  • Providing information on Companies, Industries (through research reports), Credit rating reports (Moodys, S&P, Fitch) Newsruns (Factiva, Lexis Nexis), Bloomberg data, SDC runs, Factset data and preparation of PIB’s (Public Information Book) for M&A’s and New IssuesAttainments: Effectively coordinated with Associates, Vice Presidents, Directors and Managing Directors from U.S., Europe and Asia Pacific region providing information on Companies & Industries

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  State Street Syntel Services Private Ltd.

  Jul 2006 - Oct 2009

  Deputy Manager - Operations

  • Managed 3 teams (Public Funds, Non Profit & Corporate funds) including 3 Team leaders and 25 members• Overseeing functions pertaining to pension fund accounting (300 clients/1500 funds)• Cash, stock, failed trades and past due income reconciliations performed daily/weekly • Preparing month ends for clients by calculating/validating NAV’s (net asset value) • Auditing by preparing cost proofs and manual pricing of securities• Preparing annuals, quarterlies, ad hoc reports and daily/weekly/monthly MIS• Weekly, monthly and quarterly team meetings, team building, learning sessions• Interviewing for potential new hiresAchievements: • Consistently resolved exceptions within time limits i.e. resolved in 15 - 30 days before escalation procedures • Grew the team size/work from 4 FTE's to 25 FTE's (full time employees) in 18 months• Received the Best Department Award from State Street as well as from Syntel in 2007• Received the Syntel Value award “Smart” and appreciation from State Street for successful transition• Successfully worked at the State Street Quincy office in Boston (transition/training) • Instrumental in maintaining accuracy and timeliness consistently Show less

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  Self Employed

  Apr 2010 - Oct 2013

  Fund Manager/Technical Analyst

  • Investing/trading in Currencies, Stocks, Commodities and Indices• Analysing Technical charts/Indicators and researching through global fundamental data• Reviewing Profit & Loss statements

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  TrueCap Advisory Services

  Nov 2013 - Jun 2019

  Director

  • Investment advisory (Currencies, Stocks, Commodities, Indices) • Finance Consultancy – Private equity, Venture capital (B2B commerce/innovation platform - UK) • Past projects - Distressed real estate fund (SEBI registered - India focused), Commercial real estate • HNWI/UHNWIs network with experience of pitching high value projects• Deal sourcing/execution/closure

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  Inflection Point Ventures

  Dec 2019 - Dec 2021

  Angel Investor

  • Part of the Angel Investor Group at IPV evaluating/investing in promising startups through Founder/Investor calls

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  WealthTrust Capital Services

  Feb 2021 - May 2022

  WealthTrust Capital Services under its research services arm provides investment research & recommendations for:- Direct Equity Investments - Startup Investments- Catering to different investor segmentsWith our alliances with Fintech platforms and angel investor networks we aim to provide a seamless and valuable experience for clients.For more information you can reach me on - rochitshetty@wealthtrustcap.com Investments & Business DevelopmentProduct and Services - http://wealthtrustcap.com/Wealthtrust/product-and-services.aspxEmail - rochitshetty@wealthtrustcap.com

  • Partner & Head of Research

    Jan 2022 - May 2022

  • Senior Vice President

    Feb 2021 - Jan 2022
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  Self-employed

  Jun 2022 - Dec 2023

  Financial Consultant

  Proprietary investment and trading - Public Equity- Index & Stock Options- Private EquityWealth Partner @ Wealthy (wealthy.in)Make better financial decisions and grow your money. Start your journey towards a secure tomorrow with Wealthy.

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  IBridge360

  Jan 2023 - Jan 2024

  Chief Financial Officer

  iBridge360 is an Experiential Learning Platform primarily built to improve the capability of a person to do their current job and future jobs effectively. The company invests in right-skilling and up-skilling talent to meet the ever-changing demands of businesses that aspire to acquire and build the best team to meet their objectives.- Strategically look at the company’s current structure and finances, and help in positioning the organization for the next level of growth- Raise the required funding for business and assist in the financial structure and finances at a strategic level- Broadly accountable for the administrative, financial, and risk management operations of the company, including the development of a financial and operational strategy, identifying and tracking relevant KPIs, and the ongoing development and monitoring of control systems to preserve company assets and report accurate financial results Show less

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  Superoc Capital

  Sept 2023 - now

  Founder

  A premier MFD, Financial Consultancy & Education firm, offering need based solutions,, personalized consultancy, and educational programs. We empower clients with strategic insights, ensuring financial success.

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  Superoc Capital

  -

  Founder