Vikas Chimakurthy joined the Kotak Mahindra Group in 1999 and has over 21 years of work experience in the financial services industry.read more
CEO – Realty Funds
Vikas Chimakurthy joined the Kotak Investment Bank in 1999 and has over 21 years of work experience in the financial services industry.
Vikas moved to Kotak Realty Fund in 2007. He is a Chief Executive Officer at Kotak Realty Fund where he oversees fund raising and investments and divestments.
Prior to Kotak Realty Fund, Vikas was in the M&A team of Kotak Investment Banking. His last role in the investment bank was as the head of the real estate and energy sector verticals. He had set up the coverage of the realty sector for Kotak Investment Banking. He has led several M&A transactions across sectors such as energy, telecom, technology, media and chemicals. He was also appointed as part time advisor to the Board of IL&FS after Government of India took control to resolve the issues.
Vikas holds a Bachelor's degree in Technology from the Indian Institute of Technology (IIT) Delhi, and an MBA from Faculty of Management Studies (FMS), Delhi University.
Chetan joined Kotak Realty Fund in 2018 as Executive Director where he oversees investments across all realty segments with special focus on residential mid-income and affordable housing.read more
Chetan joined Kotak Realty Fund in 2018 as Executive Director where he oversees investments across all realty segments with special focus on residential mid-income and affordable housing. He has more than two decades of work experience in real estate fund management, debt and private equity.
Prior to Kotak, Chetan worked with ASK Property Investment Advisors Pvt. Ltd., where he was a core team member of the real estate fund team. He was responsible for managing multiple real estate funds across functions including fund raising, deployment, monitoring and specific emphasis on exits. He was directly responsible for underwriting and monitoring over 20 investments across India from multiple residential real estate funds including an offshore fund under the ASK umbrella.
Chetan has earlier also worked with ICICI Bank Ltd. in their Corporate and Realty Finance, Hypo Real Estate International and IL&FS.
Chetan is a Commerce Graduate from Mumbai University and a Chartered Accountant.
Sonu Jalan joined the Kotak Mahindra Group in 2006 and has over 12 years of professional experience.read more
Sonu Jalan joined the Kotak Mahindra Group in 2006 and has over 12 years of professional experience.
Sonu joined Kotak Realty Fund in 2011. Prior to that, he was a Vice President at Kotak Investment Banking, covering the Financial Sponsors Group and the Alternate Energy practice. At Kotak Investment Banking, Sonu has worked on a wide range of sectors including, among others, renewable energy, healthcare, financial services, and industrials and was involved in marquee transactions such as the USD 104 million growth equity raise by Apollo Hospitals from Apax Partners, USD 175 million equity raise by Mahindra & Mahindra from Goldman Sachs PIA, USD 175 million buyout of Sigma Electric by Goldman Sachs PIA and USD 50 million growth equity investment in Magma Fincorp by KKR.
Sonu is a Chartered Accountant and has cleared all three levels of the Chartered Financial Analyst (CFA Institute, USA) program.
Rahul Deshpande joined Kotak Realty Fund in September 2015 and is a real estate professional with over 20 years of rich experience in real estate investments.read more
Rahul Deshpande joined Kotak Realty Fund in September 2015 and is a real estate professional with over 20 years of rich experience in real estate investments, project management, construction management, asset management, techno-commercial operations and team management.
Prior to joining Kotak, Rahul worked with Landmark Capital Advisors Pvt. Ltd., Mumbai.
Prior to Landmark, Rahul has worked with Milestone Capital Advisors Ltd., Mumbai, as Vice President – Real Estate Investment Management; Prozone Enterprise Pvt. Ltd. (a subsidiary of Provogue India Ltd. & a Joint Venture with Liberty International, UK), Mumbai as General Manager – Projects; and Gherzi Eastern Ltd., Mumbai, as Project Manager/Coordinator.
Rahul holds a Bachelor of Engineering (BE) degree in Construction Engineering from Mumbai University. He has also completed his Diploma in Fabrication Technology & Erection Engineering from Mumbai as well as a Post Graduate Diploma in Advance Construction Management (PGDACM) from NICMAR, Pune.
Saurabh Gupta joined Kotak Realty Fund in March 2017 and has over 9 years experience in real estate investments, investment banking and research.read more
Saurabh Gupta joined Kotak Realty Fund in March 2017 and has over 9 years experience in real estate investments, investment banking and research.
Prior to joining Kotak, Saurabh worked with Essel Finance, Knight Frank and Citi Group in various capacities.
Saurabh holds a Bachelor's of Technology (B.Tech) degree in Electronics & Communication from NIT Allahabad and a MBA degree from NMIMS, Mumbai. He has also cleared the second level of the Chartered Financial Analyst (CFA Institute, USA) programme as well as both the levels of Financial Risk Manager (GARP, USA) programme.
Suresh Kumar joined Kotak Realty Fund in 2018 and has over 6 years of work experience in the real estate financing industry.read more
Suresh Kumar joined Kotak Realty Fund in 2018 and has over 6 years of work experience in the real estate financing industry.
Prior to joining Kotak, Suresh worked with ECL Finance (Edelweiss Group) in real estate funding team where he was responsible for managing key relationships and handling the investment process in the real estate sector. He has also worked ICICI Bank in Real Estate Credit Risk management team in Mumbai.
Suresh holds Post Graduate Diploma in Management (PGDM) from the Indian Institute of Management (IIM), Bangalore and Bachelors of Science (Maths) degree from Bikaner University. He has also cleared all three level of the Chartered Financial Analyst (CFA Institute, USA) programme.
Kshitij joined Kotak Realty Fund in 2019 and has 9+ years of work experience in the real estate investments and financial services industry.read more
Kshitij joined Kotak Realty Fund in 2019 and has 9+ years of work experience in the real estate investments and financial services industry.
Prior to joining Kotak, Kshitij was part of real estate finance team at ECL Finance Ltd, where he was responsible for managing key relationships, business development and due diligence for real estate investments in Mumbai and Pune. Prior to ECL Finance Ltd, he was with Kotak Realty Fund and has also worked with Arthveda Fund Management and JP Morgan (in equity research division).
Kshitij holds B.Tech and M.Tech degrees from IIT Kharagpur and has cleared all three levels of CFA.
KV Ramakrishna is an Advisor to Kotak Private Equity Group (KPEG). He joined the team in October 2004.read more
Ramakrishna K. V.
Advisor – Private Equity
KV Ramakrishna is an Advisor to Kotak Private Equity Group (KPEG). He joined the team in October 2004. With over 25 years of experience in the private equity and venture capital industry, he is instrumental in building KPEG's investment focus with a value-based long-term investment strategy.
Ramakrishna's experience spans sectors like information technology, light engineering, retailing and services. His controlled risk strategy has helped identify local businesses with interesting growth ideas and predictable cash flows.
Earlier, he was associated with the Carlyle Group's Carlyle Asia Venture Partners (CAVP), a USD 330 million technology-focused fund. Before joining Carlyle, he was a part of ICICI Venture, the private equity and venture capital arm of the ICICI Group. Ramakrishna started his career with the Management Services Division of Tata Motors (then TELCO), India's largest automobile company.
Ramakrishna has a Post Graduate in Management from the Indian Institute of Management (IIM), Bangalore. He completed his graduation in Computer Sciences and Engineering from the National Institute of Technology at Warangal.
Nitin Deshmukh is the founding member and Advisor to the Private Equity practice at Kotak and has played a pivotal role in building the Alternate Assets business at Kotak Investment Advisors Ltd...read more
Advisor – Private Equity
Nitin Deshmukh is the founding member and Advisor to the Private Equity practice at Kotak and has played a pivotal role in building the Alternate Assets business at Kotak Investment Advisors Ltd.
Nitin is a career Venture Capital / Private Equity professional with over 32 years of investment experience who has seen the growth of the VC and PE space from being a mere nomenclature to being one of the most preferred financing vehicles in the country. Nitin’s uncanny ability to identify trends and leaders in their infancy and helping them realize their potential, has been the hallmark of his career. He has lead and managed investments in over 70 companies, a number of which have grown at a scorching pace attaining leadership position in their respective sectors. Over 40 of these companies have been in Life Sciences (Pharmaceuticals, Biotech & Health Care) many of them are today's global players and include Sun Pharmaceuticals, Biocon, Intas Pharmaceuticals, Ajanta Pharma, Syngene, Manipal Healthcare, Natco Pharmaceuticals, Advanced Enzymes, Neuland Laboratories, Gland Pharma, Bharat Serums & Vaccines, Intas Biopharmaceuticals, Metahelix Life Sciences, Rubicon, Fem Care, Medicorp ( since acquired), Bangalore Genei ( since acquired) etc. He was a member of the Board of Directors of most of these companies. Of recent, he has been closely associated in leading the team strategy of investing in early stage transformational healthcare companies developing and commercializing novel therapeutics, medical devices and services that address unmet medical needs through innovation.
Prior to joining Kotak in June 2004, Nitin was Director of Dresdner Kleinwort Capital when it started operations in India in June 2001. Prior to joining Dresdner, Nitin had a long stint of over 12.5 years with ICICI Venture, starting in January 1989 to becoming its Chief of Private Equity Investments in 1997, heading the funding and investment management activities of various Funds. Prior to ICICI Venture, Nitin worked with Cipla, India’s leading Pharmaceutical Company in technical and management positions.
Nitin has a strong association with the India's Biotech and Pharmaceutical Industry having served as the first honorary Director General of Association of Biotechnology Led Enterprises (ABLE), the apex industry association of biotech companies in India and then serving as it’s Director. He is a member of various policy and investment committees constituted by Department of Biotechnology (DBT), Department of Science & Technology (DST) and BIRAC. Nitin also serves as a member of the Confederation of Indian Industry’s (CII) National Committee on Biotechnology and member of the Board of Governors of Institute of Chemical Technology (ICT) (formerly UDCT).
Nitin holds an MBA degree from University of Bombay and a Masters Degree in Pharmaceutical Technology from UDCT Bombay where his research work led to a patent filing on machine design for the manufacture of Novel Drug Delivery Systems. He also completed the Post-Graduation Programme in Pharmaceutical Technology at the University of Ghent, Belgium. Nitin is a recipient of the Distinguished Alumnus Award 2012 from the Institute of Chemical Technology (ICT), Mumbai earlier known as UDCT.
Dhiraj Rajendran joined Kotak Private Equity Group (KPEG) in November 2008. Prior to joining KPEG, Dhiraj worked with the mid-market investment...read more
Dhiraj Rajendran joined Kotak Private Equity Group (KPEG) in November 2008. Prior to joining KPEG, Dhiraj worked with the mid-market investment banking team at Kotak for nearly a year, focusing primarily on private equity transactions.
Earlier, Dhiraj was with J.P. Morgan Services India Private Limited working in their investment banking research division as part of the M&A advisory team for the Consumer, Healthcare and Retail sectors. Dhiraj started his career with Thermax Limited in Pune. At Thermax, Dhiraj worked in the treasury department, where he was responsible for investment management, cash management and select banking functions.
Dhiraj is a Bachelor of Engineering from D.J. Sanghvi College of Engineering, Mumbai (specializing in Production Engineering) and has a Post Graduate degree in Management from NMIMS, Mumbai.
Sandesh Soni joined Kotak Private Equity Group (KPEG) in May 2020. He brings with him 3 years of experience across investment banking, corporate strategy and system engineering roles.read more
Sandesh Soni joined Kotak Private Equity Group (KPEG) in May 2020. He brings with him 3 years of experience across investment banking, corporate strategy and system engineering roles.
Prior to joining KPEG, Sandesh was in the Investment Banking division at J.P. Morgan Services India where he specialized in M&A advisory for Diversified Industrials in North America. He serviced clientele across Aerospace, Automotive, Business services, Logistics and Transportation sectors. He also had a short stint in healthcare consulting and strategic partnerships at Philips India.
Sandesh pursued his Engineering from College of Engineering, Pune and holds an MBA from Indian Institute of Management, Indore. He is also pursuing the CFA Program from CFA Institute, USA.
Suman Saha is Head of Kotak Infrastructure Fund at Kotak Investment Advisors Limited. Suman established the Infrastructure Funds management business of the Kotak Mahindra Group in 2013.read more
Head – Infrastructure Fund
Suman Saha is Head of Kotak Infrastructure Fund at Kotak Investment Advisors Limited. Suman established the Infrastructure Funds management business of the Kotak Mahindra Group in 2013. The Infrastructure Funds team currently advises three Singapore – based fund vehicles which invest in core infrastructure in India.
Suman joined Kotak Mahindra Group in 1995 in its investment banking business. At Kotak Investment Banking, as Executive Director and Co–Head, Equity Product Group, Suman was involved in the origination and end–to–end execution of Equity Capital Market (“ECM”) transactions, including Initial Public Offerings and Follow–on Offerings of Indian companies. He has led some of the largest Indian ECM deals, several of which were in the Indian power, transport, other infrastructure and real estate sectors, like NTPC, Reliance Power, KSK Energy, JSW Energy, IPCL, Indraprastha Gas, IDFC, DLF, Sobha Developers etc. Prior to that, Suman set up and ran the project finance advisory business at Kotak Investment Banking, advising companies in the steel, automobile, power, gas distribution, storage terminal and other sectors.
Suman has over two and a half decades experience in project finance, investment banking, and infrastructure investing and asset management. He began his career in project finance in IDBI, prior to joining Kotak.
Suman is a 1991 graduate in Electrical Engineering from Jadavpur University, Kolkata and completed his post–graduation in Business Management from NMIMS, Mumbai.
Mukesh is an Executive Director at Kotak Investment Advisors Limited (“KIAL”) and joined KIAL in 2021 to lead investments in the infrastructure sector. Earlier,read more
Mukesh is an Executive Director at Kotak Investment Advisors Limited (“KIAL”) and joined KIAL in 2021 to lead investments in the infrastructure sector. Earlier, Mukesh was Co-head at Apollo Global Management’s distressed asset buyout platform and lead their infrastructure investments in India. He joined Apollo in 2019 and before that, he had ~18 years of work experience and was executive director with AIRRO (JP Morgan’s Asian Infrastructure Fund) where he looked after the investments and the portfolio. Key investments being Leap Green (1.1 GW Wind Energy Platform), Soma Highways (9 NHAI roads) and Nandi Economic Corridor (Integrated Infrastructure project in Karnataka).
Prior to joining the JP Morgan in 2012, he had experience in covering mezzanine financing for infrastructure projects, advised clients for raising private equity, underwriting, and evaluating projects, due diligence for M&A globally with SREI Infrastructure Finance (One of the largest Infrastructure NBFC in India), Ernst & Young (Largest Infrastructure Advisory practice in India) and GE Capital (Global Investments).
Mukesh has been associated with over US$ 750 mn of financing in combination of mezzanine and debt for projects, covering sectors such as power, roads, logistics, SEZ, telecom and conglomerates. Apart from this, Mukesh was involved in raising private equity funding to the extent of US$ 300 mn. Mukesh started with GE’s global finance leadership program in 2002 and worked on the due diligence on the GE’s global M&A transactions and structured finance investments in US.
Mukesh is a chartered accountant, company secretary and is a commerce graduate from St Xaviers College, Kolkata. He also did his MBA in finance.
Akshay is the Executive Director of Kotak Infrastructure Fund at Kotak Investment Advisors Limited. He is part of the Infrastructure Funds management business of the Kotak Mahindra Group.read more
Akshay is the Executive Director of Kotak Infrastructure Fund at Kotak Investment Advisors Limited. He is part of the Infrastructure Funds management business of the Kotak Mahindra Group. The Infrastructure Funds team currently advises three Singapore – based fund vehicles which invest in core infrastructure in India. Akshay joined Kotak Mahindra Group in 2011 and was part of the team that set up the Kotak Infrastructure Fund. He has been instrumental in closing four investment opportunities with aggregate investment requirement of USD 450 million in road transport, solar power and energy storage. Three of the transactions involved working closely with co-investors.
Prior to joining the Kotak Mahindra Group, Akshay was at the infrastructure advisory division of KPMG Advisory. At KPMG, Akshay led key engagements in the transport and energy sectors advising on market entry, financial feasibility, public private partnerships (PPP), due diligence and valuation. Some of his clients include Airports Authority of India, National Highways Authority of India, GMR Group, Reliance Industries, Shapoorji Pallonji Group, Cairn India, Sterlite Industries, etc. Prior to KPMG, Akshay was part of the Public Private Partnership team at CRISIL Risk and Infrastructure Solutions Pvt. Ltd, a division of CRISIL Ltd (A Standard & Poors Company).
Akshay has 13 years of experience in strategy consulting for infrastructure, and infrastructure investing and asset management. He began his career in the knowledge management team of McKinsey & Co.
Akshay is a 2002 graduate in finance from Delhi University and completed his post-graduation in Business Management in 2006 from XLRI Xavier School of Management.
Bhavyang is an Associate Director of Kotak Infrastructure Fund at Kotak Investment Advisors Limited (“KIAL”).read more
Bhavyang is an Associate Director of Kotak Infrastructure Fund at Kotak Investment Advisors Limited (“KIAL”). Prior to joining KIAL, he has been a senior member of the Debt Capital Markets (“DCM”) team of Kotak Mahindra Bank.
He joined the Kotak Mahindra Group in 2009 and has over 20 years experience in DCM, where he has led the origination and execution of debt transactions across Indian loan and bond markets. He has successfully executed several DCM transactions involving vessel financing, project financing and refinancing transactions for multiple roads, renewables, greenfield ports and terminal expansions and a large overseas acquisition of coal assets by an Indian infrastructure developer. His clients included large infrastructure developers like Brookfield, Cube Highways, L&T IDPL, Sadbhav Engineering, Ashoka Buildcon, Krishnapatam Port, Karaikal Port, Jawaharlal Nehru Port Trust, Tata Power Renewable Energy, Renew Power, Sembcorp, etc.
Prior to DCM, Bhavyang worked in the Investment Banking business of Edelweiss Capital, where he headed the structured and project finance business that was mandated to execute project finance and structured funding solutions for acquisitions, promoter funding and mezzanine funding. Prior to that, he has worked with Wachovia, Axis Bank and IFCI.
Bhavyang is a graduate in Chemical Engineering and also holds a Post Graduate Degree in Business Management.
Arjun joined Kotak Investment Advisors Ltd in March 2020 & brings with him over 9 years’ of experience in project finance and corporate lending.read more
Arjun joined Kotak Investment Advisors Ltd in March 2020 & brings with him over 9 years’ of experience in project finance and corporate lending.
Prior to joining Kotak Infrastructure Fund, Arjun was a part of the Project & Structured Finance Group of Aditya Birla Infrastructure Finance (ABIF) at Aditya Birla Capital for about 5 years. He was extensively involved in origination, structuring and execution of deals in diverse infra & non-infra sectors. Apart from project finance and corporate loan transactions, he has also handled acquisition financing, construction financing, lease rental discounting and structured finance transactions.
Prior to ABIF, he was a part of the Project Finance & Strategic Business Unit of the State Bank of India (SBI), where he worked for over 4 years conducting due diligence, evaluating and underwriting credit and monitoring life cycle of infrastructure projects. He began his career in the audit and assurance verticals of Deloitte and EY.
Arjun is a CA, CS, FRM & B.M.S (Mumbai).
Debasmita joined Kotak Investment Advisors Ltd in July 2018. Prior to joining KIAL, Debasmita was part of the corporate banking group of Kotak Mahindra Bank Ltd, which she joined in September 2017.read more
Debasmita joined Kotak Investment Advisors Ltd in July 2018. Prior to joining KIAL, Debasmita was part of the corporate banking group of Kotak Mahindra Bank Ltd, which she joined in September 2017.
Debasmita started her career with the corporate banking group of ICICI Bank where she handled end-to-end relationships of large and mid- sized corporates, involving credit appraisal, risk analysis, portfolio quality management and structuring and execution of banking solutions for the corporate clients. Later she was part of the corporate banking team of Kotak Mahindra Bank, where she handled relationships of conglomerates and corporate groups.
Debasmita is a 2013 graduate in Electrical Engineering from the West Bengal University of Technology and has completed her Post Graduate Diploma in Management from IIM Indore in 2015.
Pratik joined Kotak Investment Advisors Ltd in February 2020.read more
Pratik joined Kotak Investment Advisors Ltd in February 2020.
Prior to joining KIAL, Pratik was part of the Financial Advisory – Valuations (Domestic) practice at Deloitte Touche Tohmatsu India LLP for over a year. During his tenure at Deloitte, he has worked on engagements in the energy, healthcare, FMCG, steel and fin-tech sectors, advising clients on equity and business valuations for M&A, fund raising, financial reporting and compliance. He has advised several leading Private Equity Funds as well.
He began his career in the statutory audit function at Deloitte Haskins and Sells LLP where he pursued his articleship training for three years.
Pratik is a Chartered Accountant, has cleared two levels of the CFA (USA) examination and holds a Bachelor’s Degree in Finance from the University of Mumbai.
Alroy Lobo is a Kotak veteran. He has a total work experience of over 27 years in Indian equity markets...read more
CEO – Listed Strategies
Alroy Lobo is a Kotak veteran. He has a total work experience of over 27 years in Indian equity markets.
He joined the Kotak Group as an equity research analyst in September 1993 when Kotak Securities was just building its equity research franchise. Alroy covered IT services, pharmaceuticals and the cement sectors and was ranked highly by polls conducted by Institutional Investors and Asia Money. Alroy rose to become the Head of Equity Research, Equity Strategist and the Head of Institutional Equities at Kotak Securities, at a time when Goldman Sachs was a joint venture partner. Alroy spent about 14 years in the institutional equities business at Kotak Securities, advising global institutional investors. He spearheaded formulation of a proprietary framework called ‘WHIZDOM’ at Kotak Institutional Equities, which is a powerful framework for evaluating stocks. Kotak Institutional Equities is ranked among the best equity research houses in India for several years by institutional investors.
Alroy’s next assignment was at Kotak Asset Management, where he played the role of Chief Strategist and Global Head of Equities Asset Management for over 8 years. He built a solid buy-side research team at Kotak AMC. He institutionalized fund management by creating robust investment systems and processes to aid fund management performance. These included a proprietary portfolio analytics tool called ‘K-PAX’, mid-cap and large cap model portfolios, knowledge management systems, broker voting systems and performance evaluation systems. Alroy, along with his buy-side research team, actively advised Kotak’s equity fund management team across Kotak Group entities, on stocks, sectors, portfolio construction and portfolio optimization. Alroy has spent a great deal of time interacting with institutional investors and family offices across the world to build and grow Kotak’s International Asset Management business.
Alroy joined Kotak Investment Advisors Ltd. in August 2015 as CEO - Listed Strategies to continue his passion in Indian equities. He is the Founding Member of the India Whizdom Fund, where he leverages his wealth of public equity experience and expertise, gathered over more two and a half decades.
Alroy is an accomplished Chartered Financial Analyst from CFA Institute as well as ICFAI. He is a first ranker in Masters in Management Studies (Finance) from Sydenham Institute of Management, Mumbai (1988). He is a gold medalist in Bachelor of Mechanical Engineering from Regional Engineering College, Srinagar (1985). He is also a gold medalist Chartered Financial Analyst from ICFAI (1995).
Bhavin Shah is the Co-founder of Kotak India Whizdom Fund (IWF) and Director - Listed Strategies at Kotak Investment Advisors Ltd.read more
Bhavin Shah is the Co-founder of Kotak India Whizdom Fund (IWF) and Director - Listed Strategies at Kotak Investment Advisors Ltd.
He brings over 21 years of total work experience in equity investments across private equity, investment banking\M&A and public market investments.
Bhavin has been with the Kotak Group since 2006 across several roles. Bhavin joined Kotak in the Investment Bank where he led private equity fund raising efforts for corporates across multiple sectors. In 2008, he moved to Kotak Private Equity where he led several private equity transactions (listed and unlisted) and represented the fund on company boards.
In 2015, he co-founded the India Whizdom Fund and the listed strategies platform at Kotak Investment Advisors Ltd. He has been instrumental in building the fund’s philosophy of private equity style investment approach in public markets to deliver superior risk adjusted returns. The Fund leverages his private equity experience and expertise to make long term investments in public equities.
Prior to joining Kotak, he worked with a Hong Kong based private equity fund focused on outsourced tech enabled services. Subsequently he set up the India business for a global KPO company and built it to 2,000+ team members.
Bhavin has completed his Masters’ in Business Management from Indian Institute of Management (IIM), Ahmedabad. He is also a qualified Chartered Accountant and holds a Bachelor’s degree in Commerce from Sydenham College, Mumbai.
Gagan Thareja joined Kotak Listed Strategies in April 2016. Gagan has 15+ years of experience in equity research equally split on the buy and sell side.read more
Gagan Thareja joined Kotak Listed Strategies in April 2016. Gagan has 15+ years of experience in equity research equally split on the buy and sell side. In the last 3 years with India Whizdom Fund as equity analyst, Gagan has helped build the investment portfolio and conducting ongoing maintenance research on invested companies.
Prior to joining Kotak, he spent 4 years with Comgest India Advisors, Indian advisory to Comgest managing their India dedicated fund (AUM USD 200 million) as equity analyst covering multiple sectors including healthcare, industrials, agrochemicals, auto-ancillaries, mid-caps etc. Before Comgest, he spent 7 years with Batlivala & Karani Securities, an institutional broking house, as an equity analyst tracking industrials and capital goods
Gagan holds a Post Graduate degree in Finance from Delhi University and a Bachelor in Engineering (Mechanical) from Rajiv Gandhi Technical University, Bhopal.
Eshwar joined the Kotak Mahindra Group in 2000 and brings with him over two decades of financial services experience.read more
CEO - Kotak Special Situations Fund
Eshwar joined the Kotak Mahindra Group in 2000 and brings with him over two decades of financial services experience. He is part of the core leadership team at Kotak Investment Advisors Ltd.
Eshwar has taken over as the CEO of the Kotak Special Situations Fund where he oversees investments across all special situations, credit and stressed assets opportunities. The fund strategy is to invest in opportunities across all asset classes with a flexible approach to investing and structuring.
Prior to Kotak Special Situations Fund, Eshwar was the CEO of Phoenix Asset Reconstruction Company (a Kotak sponsored ARC) which had an AUM of USD 1 billion. During his 5 year tenure at Phoenix, he made investments across all major sectors and successfully resolved investments.
Eshwar was the founding member of the distressed assets business at Kotak and has helped the group in successfully investing over INR 2,500 crores (USD 417 million) of its proprietary capital in distressed assets. He has built time tested expertise in identifying distressed opportunities, structuring and executing complex financial transactions as well as securing profitable exits.
Prior to Kotak, Eshwar has worked at Ceat Financial Services (RPG Group) and Sundaram Finance Ltd.
Eshwar holds a Bachelor's degree in Commerce from the University of Pune and is a Management graduate from the Institute of Management Development and Research, Pune.
Rahul has been with Kotak Special Situation Fund since inception and plays a pivotal role across all the facets of its operations.read more
Rahul has been with Kotak Special Situation Fund since inception and plays a pivotal role across all the facets of its operations, including investor interaction, deal origination, investment, and asset management. He has more than 15 years of diverse experience across alternate asset investments, debt capital markets and management consulting.
Rahul has been part of the Kotak group for the past decade and prior to that he has worked with CRISIL and A.F.Ferguson Consulting. He has hands-on experience of originating and structuring transactions across sectors and asset classes.
Rahul is a Chartered Accountant and has a Master’s in Business Administration.
Rahul Shah has joined Kotak Special Situations Fund in January 2019 after spending more than 7 years with Kotak Private Equity Group.read more
Rahul Shah has joined Kotak Special Situations Fund in January 2019 after spending more than 7 years with Kotak Private Equity Group. He brings with him more than 14 years of experience across private equity, investment banking and treasury, of which the last 10 years were in private equity.
Prior to joining Kotak, Rahul worked with Multiples Alternate Asset Management and Fidelity Growth Partners India where he was involved in several growth private equity transactions across IT, telecom, banking, services and infrastructure.
Before moving to private equity, Rahul worked in the Treasury and Investment Banking Group of ICICI Bank for 4 years where he led the TMT initiative for the Investment Banking group of the Bank.
Rahul is a CA, CS, CFA, FRM and MBA from INSEAD.
Shishir Srivastava joined Kotak Special Situations Fund in February 2021 and brings with him 11 years.read more
Shishir Srivastava joined Kotak Special Situations Fund in February 2021 and brings with him 11 years of financial services experience of which 9 years were spent in private equity investing in India.
Previously, Shishir spent 6 years at Apollo Global’s India dedicated fund, AION Capital, a ~USD 1 billion fund where he was responsible for investments across buyouts, distressed and special situations. Prior to AION Capital, Shishir worked at Everstone Capital for a period of 3 years.
Shishir holds a B.E. degree in Electronics and Telecommunication from KJ Somaiya College of Engineering, Mumbai and an M.B.A. from Management Development Institute, Gurgaon.
Pratik Parekh joined Kotak’s Special Situations Fund in January 2019 and brings with him almost 12 years of experience...read more
Pratik Parekh joined Kotak’s Special Situations Fund in January 2019 and brings with him almost 12 years of experience across distress investing, mergers, acquisitions, strategy and corporate finance.
Before joining Kotak Special Situations Fund, Pratik was part of Kotak Mahindra Bank’s Asset Reconstruction Business for almost 3 years focusing primarily on investing, restructuring, resolution (forensic) & turnaround of distressed assets across major sectors.
Earlier, Pratik was part of Group Strategy team at Kotak Mahindra Bank for 5 years and has extensively worked on the Kotak-ING merger, Kotak’s Investment in Airtel Payments Bank & MCX India and various other assignments of Kotak Group for driving productivity & profitability. He started his career with Walplast Products Private Limited in the corporate finance division and worked there for almost 2 years.
Pratik is a CA, CS, CFA (level 2), CISA & MCom (Mumbai)
Rohan joined Kotak Special Situations Fund in April 2019 and brings with him 9 years of experience...read more
Rohan joined Kotak Special Situations Fund in April 2019 and brings with him 9 years of experience across Oil & Gas, Sugar, Power, Logistics and Bulk Liquid Storage.
Prior to joining Kotak Special Situations Fund, Rohan had worked briefly with Kotak’s Infrastructure fund.
Before moving to Private Equity, Rohan worked as the Executive Director of Kesar Terminals & Infrastructure, having spent 7 years working in the Kesar group where he was involved in Storage, Logistics, Sugar and Power.
Rohan holds a Bachelor of Science in Chemical Engineering from Carnegie Mellon University and a Post Graduate Degree in Management from the Indian School of Business
Agrata joined Kotak Special Situations Fund in December 2018.read more
Agrata joined Kotak Special Situations Fund in December 2018.
Prior to joining Kotak Special Situations Fund, Agrata was part of the Investment Banking division of Goldman Sachs for ~ 2 years, where she was aligned to the industrials sector working closely with the Europe, Middle East, and Africa region. She has worked on sub-sectors like transportation, aviation, paper and packaging, business services, building materials and construction.
She has also interned with FSI International (TW) as a Forex Trader in Hong Kong where she applied strategies like interest rate arbitrage and carried out fundamental analysis on foreign currencies.
Agrata holds a Masters in Finance degree from the University of Hong Kong and a Bachelor’s Degree in Commerce from Shri Ram College of Commerce, Delhi University.
Tej joined Kotak Special Situations Fund (KSSF) in November 2020...read more
Tej joined Kotak Special Situations Fund (KSSF) in November 2020.
Prior to joining Kotak Special Situations Fund, Tej was part of the Investment Banking division at J.P. Morgan for 1.5 years, where he specialized in M&A advisory for Diversified Industrial and Chemical industries in North America. He serviced clientele across Transportation, Chemicals, Business services and Capital Goods sectors.
Tej holds a Bachelor’s degree in Chemical Engineering from Institute of Chemical Technology (ICT), Mumbai earlier known as UDCT. He is also pursuing the CFA Program from CFA Institute, USA.