1. Gaurang Chotalia (CFA, Level 1 candidate. Dec 16)
E-Mail: gaurang_chotalia@yahoo.co.in
Phone: +91-9820719941
An enthusiastic & high energy driven professional targeting assignments in Investment Banking, Equity Research, Investor
Relations, Corporate Advisory and Research Analysis with a reputed organisation
Organisational Experience
Aug’16- Nov’16 with Mott MacDonald Pvt. Ltd.(Corporate Advisory), Mumbai as Consultant
Key Result Areas:
 Operating closely with Promoter, CFO, CEO of the company and advising them on market entry strategy, business analysis,
and conducting market demand-supply scenario
 Assessing the techno-economic feasibility of projects
 Preparation of detailed project reports which includes financial modelling, business analysis, technical due diligence
 Helping the banks and other financial institution in fixed asset valuation, business re-structuring, business valuation, and
capacity assessment
Apr’15-Aug’16 with S-Ancial Global Solutions Pvt. Ltd.(Investor Relations), Mumbai as Research Analyst
Key Result Areas:
 Operating closely with Promoter, CFO, CEO of the company and advising them on right investor relations practices
 Estimating business, financial and operational aspects of companies through in-depth study of periodic filings, regulatory
updates, press releases and industry news for Plastic Piping and Renewable Energy sector
 Understanding clients business model, preparing financial model and tracking the performance of the client and its peers
 Evaluating and preparing the heat map of the company’s communication medium and benchmarking its IR practices
against the domestic and global peers as well as restoring the communication mediums
 Assisting the Senior Research Analyst in developing research proposals and undertaking analysis
 Researching, analyzing and translating data; correcting errors in internal database
 Formulating corporate, investor and earnings presentation for the company
 Preparing and updating fact sheet and fact book for the company used by the Management for the investor roadshows
 Performing qualitative and quantitative analysis for investor targeting and investor profiling for the company using the
business workstations like Bloomberg, Factset and IPREO
 Preparing the Fund manager and analyst investing trend for the company used by the Management, prior to meeting with
Fund Managers
 Acting as a part of the team investigating on 55 facets of IR (Patent pending)
 Participating as part of the product development team developing a product which automates and enhances the IR
programme of clients
Highlights:
 Received appraisal letter for excellent performance in 2015
 Increased overall productivity and efficiency of investor targeting for client by 20% by preparing MS-Excel Template
Core Competencies
~ TEV Analysis
~Investor Relations
~Project Finance
~Research
~Reporting and Documentation
~Financial Modelling
~Valuation
Profile Summary
 PGDM in Business Design with over 2 years of experience in Research
Analysis and Finance Advisory; currently associated with S-Ancial Global
Solutions Pvt. Ltd., Mumbai as Research Analyst
 Proficient in Research, Project Finance & Financial Modeling; knowledge
of Bloomberg, Factset and IPREO
 Acknowledged for receiving merit scholarship by JRD Tata Trust for
scoring distinction in Diploma final year
 Successfully completed several internships with Artha Energy Resources,
Mumbai, Blue Star Limited, Mumbai and TATA Power Ltd., Mumbai
 Proven strengths in problem solving, coordination and business analysis
 A go-getter with strong communication, coordination, analytical &
networking skills

2.  Improved customer satisfaction survey process, increasing response rate by 10%; streamlined market tracking database,
reducing update cycle time by 12%
Sep’14-Feb’15 with Gold Rush Capital Services Pvt. Ltd., Mumbai as Assistant Manager (Corporate Finance Advisory)
Key Result Areas:
 Built relations with the CEO, CFO and promoters of the companies
 Communicated with PSU/Private Sector Senior (PSS) and most of the bankers in the Head Office and Zonal Office to
address their queries on credit profile of the company
 Prepared information memorandums, pitch reports & financial models and calculated MPBF for working capital facilities
 Functioned across sectors with key focus on Infrastructure & Renewable Energy sector
 Managed all Advisor calendars for client meetings, sales strategy reviews & business travel needs
 Enhanced business sales and productivity knowingly by directly improving client service
 Developed and executed a process and procedures manual for client base, which created autonomy for client
Aug’13-Feb’14 with Kuloday Technopack Pvt. Ltd., Mumbai as Business Development (Assistant Manager)
Clients Managed: Reliance, Hyper City, D Mart
Key Result Areas:
 Developed sales strategies with clients
 Assisted in the development of the prices structure as well as other important marketing licenses
 Helped in achieving sales target and adding new customers
 Performed a need analysis and determined methods to address them
Academic Details
 PGDM in Business Design from Prin L N Welingkar Institute of Management Development and Research, Mumbai in
2013; scored 4.71/7 CGPA
 B.E. in Mechanical Engineering from K J Somaiya College of Engineering, Mumbai in 2010; scored 70%
 Diploma in Mechanical Engineering from Shri Bhaghubhai Mafatlal Polytehnic, Mumbai in 2007; scored 83.48%
 10th from SVPVV, Mumbai in 2003; scored 78.69%
Academic Achievement:
 Merit Scholarship by JRD Tata Trust for scoring division in Diploma final year
Academic Projects
Event: Mulyankan (a National Level B-school Competition)
Title: Evaluation of Outbound Acquisition by Indian Companies
Organization: N L Dalmia Institute of Management Studies and Research
Description:
 The project involved-
o Choosing the target company
o Setting of objectives for acquisition
o Valuation of the deal
o Structuring of the deal
o Post-acquisition performance of companies
o Analysis of cross cultural issues
Project Highlight:
 Ranked as second runner-up in Mulyankan’12
Title: Valuation of ‘Maruti Suzuki India Limited’
Duration: 1 month
Organization: Prin L N Welingkar Institute of Management Development and Research, Mumbai
Title: Bharti’s Acquisition of Zain Telecom with a Focus on Choosing the Target, Valuation and Structuring
of the Deal and Analysis of Legal Issues Faced
Duration: 1 month

3. Organization: Prin L N Welingkar Institute of Management Development and Research, Mumbai
Title: Innovative Business Plan – 24/7, Auto Service Centre
Duration: 3 months
Organization: Prin L N Welingkar Institute of Management Development and Research, Mumbai
Title: Rain Water Harvesting System in Urban Areas
Duration: 3 months
Organization: Prin L N Welingkar Institute of Management Development and Research, Mumbai
Title: Sectorial Analysis of Auto Service Centre
Duration: 6 months
Organization: Prin L N Welingkar Institute of Management Development and Research, Mumbai
Internships
Period: Feb’14-May’14
Organization: Artha Energy Resources, Mumbai
Key Learnings:
 Analyzed and understood the Indian Renewable Energy Space (IRES) and project financing landscape
 Assessed financial modeling, DCF valuations for project feasibility
 Determined project cost, prepared projected P&L, discounted cash flow, balance sheet, Net Present Value (NPV), Internal
Rate of Return (IRR), risk analysis & mitigation and structuring
 Examined greenfield on quantitative and qualitative basis and brownfield project in wind, solar, biogas and hydro power
 Determination of Project cost, preparing projected P&L, Discounted Cash flow, Balance sheet, Net Present Value (NPV),
Internal Rate of Return (IRR),Risk Analysis and mitigation and Structuring
Period: Dec’06-May’07
Organization: Blue Star Limited, Mumbai
Period: Jun’05-Dec’05
Organization: TATA Power Ltd., Mumbai
Workshops Attended
Attended:
 3 days workshop on “Excel for Managers” held by ForeVision in 2013
 2 days workshop on “Equity Research and Financial Modeling” by ForeVsion in 2013
 2 days workshop on “Infrastructure Finance – Current Challenges and New Method of Financing” arranged by CRISIL; the
workshop was organized on following fundamentals:
o Fundamental concepts of project finance
o Techniques for preparing projected P&L, Cash Flow and Balance Sheet
o Knowledge of Net Present Value (NPV), Internal Rate of Return (IRR) and Discounted
o Cash Flow (DCF) in infrastructure projects
o How to use sensitivity analysis to assess the impact on project uncertainty
o Various risks included in project financing
o Understanding of the newer methods of financing which are evolving in the market
o Learning of innovative ways of managing risks in infrastructure projects
IT Skills
~Bloomberg ~Fact set ~IPREO ~Microsoft Office ~Internet Application
Extracurricular Activities
 Managing investment portfolios and following share market trends
 Mentoring start-ups like Sonakshi Founders and Decon Enterprise
 Organized First National level Entrepreneurship Event for the college named as ‘Mash Up’ in Nov’11
 Founding member of Entrepreneurship Cell in Welingkar Institute-initiative (helped to get funded 20 start-ups)

4. Personal Details
Date of Birth: 19th February 1988
Languages Known: English, Hindi, Marathi and Gujarati
Address: B-18 Panchsheel CHS, Plot No. 731, Sector No. 7, Charkop, Kandivali West, Mumbai: 400067