Navigating the Current Landscape: Insights into the Indian Private and Public Markets
Time
6:30pm - 8:00pm
Date
24 February 2024
Speaker
4 Professional
Amidst geopolitical unrest and muted global economic expansion, the Indian stock market showed impressive tenacity in 2023. The Nifty 50 and Sensex both saw significant increases in 2023 despite external challenges, making it their second-best year since 2017.
On the other hand, the private markets saw major tempering from the 3 year long dream run prior to 2023. In fact In 2021, India touched approximately $70 billion in PE-VC investments amidst an abundance of dry powder, low interest rates, and a heated VC ecosystem. However, It is important to point out that even though India witnessed an overall softening of pace in the first half of the year, the latter half revealed green shoots of optimism.
Join us as Satwik Jain, Rajesh Bhatia and Mohit Gulati speak about their journeys in the public, hedge fund and private markets respectively and how they navigated them to make their funds perform at the highest level, significantly rewarding investors. CA Abhishek Zaware will moderate an interesting session with them as to how they plan to navigate the markets further amidst the current concerns and continue to create significant investor wealth.
Session Moderator
Abhishek Zaware, driven by his passion for teaching, serves as a co-founder and faculty at Ekatvam Academy in Pune, dedicated to training CA Course students. Additionally, he co-founded Satvyk, a venture dedicated to promoting organic farm products across India and internationally, connecting 25,000 farmers and operating in 12 states.
Speakers
Satwik founded Generational Capital in Jan 2021 with the aim to drastically clean up the wealth management industry taking a client-first approach and having advisors who come from strong research experience. He also manages the Right Horizons PMS and GC Bharat Breakout AIF coming from rich global investing experience trying to identify major wealth creation trends along with monopolistic and fast-growing capital-efficient enterprises. He is also a strategic investor in Bimaplus and a venture partner at Venture Catalysts. Prior to this Satwik’s previous stints include a successful exit from fitnessholic.com, analyst at Elara India Gateway fund and head of equity and alternates at Client Associates.
Mohit is currently the Managing Partner and CIO at ITI Growth Opportunities Fund. Mohit’s interest in Venture Capital stems from the passion he has for helping entrepreneurs build sustainability large-scale business ground-up.
Mohit has over 13 years of global experience in Alternative Asset Management. He started his Career at Kelusa Capital, a Singapore based Tiger Cub, where he honed his repertoire at long-short investments. He later transitioned to the Institutional Equities Desk at Antique Finance. Subsequently, he moved to early-stage investing with his venture – Oliphans Capital, wherein he was the earliest backer of two-dozen plus startups including ECOM Express, Grab.in, Healthifyme, 1MG, Wigzo, HumorMe and others. Mohit is an engineering graduate from Pune University and has a PGDM from IIT Bombay.
He is an adjunct professor and teaches Venture Capital & Startup at NMIMS and was voted as “40 under 40 Alternative Investment Professional
Founder ITI Venture Capital
Mohit is currently the Managing Partner and CIO at ITI Growth Opportunities Fund. Mohit’s interest in Venture Capital stems from the passion he has for helping entrepreneurs build sustainability large-scale business ground-up.
Mohit has over 13 years of global experience in Alternative Asset Management. He started his Career at Kelusa Capital, a Singapore based Tiger Cub, where he honed his repertoire at long-short investments. He later transitioned to the Institutional Equities Desk at Antique Finance. Subsequently, he moved to early-stage investing with his venture – Oliphans Capital, wherein he was the earliest backer of two-dozen plus startups including ECOM Express, Grab.in, Healthifyme, 1MG, Wigzo, HumorMe and others. Mohit is an engineering graduate from Pune University and has a PGDM from IIT Bombay.
He is an adjunct professor and teaches Venture Capital & Startup at NMIMS and was voted as “40 under 40 Alternative Investment Professional
25+ years of investment experience in Indian equities; Last ten years in Alternative Investments (Long-Short fund management)
Last assignment : CIO, Simto Investments, a subsidiary of Tata Investments; proprietary book
Co-founder & CIO, Heritage India Advisors, Indian advisor to New York based, Heritage Capital, an India long-short equity fund; The Heritage Fund was nominated as among the Top 5 funds in India for its performance in 2010, by Eureka Hedge, an independent international data provider and alternate research firm
Senior VP & Head, Portfolio Management Services (PMS), Reliance Capital Asset Management; started the business unit for the firm in 2004
Other Assignments : Corporate Database, SBC Warburg and IL&FS Private Equity
Education : Commerce graduate, H.R. College of Commerce & Economics; ACMA (cost and management accounting); Completed the CFA program conducted by CFA Institute, USA.