Mr. Sanjiv Swarup is a management consultant with over 3 decades of experience. His role involves understanding the bottlenecks in business division which needs business development and upon identifying the solution, put together a team of freelance professional that helps in seamless execution. Key clients include National Geographic Society (1995-1998), 123India.com (2001-2004), Sumedha Fiscal Services (since 2006), etc.
He is an Angel Investor at Angel Syndicates since 2018 and has been mentor for startups like Concept Vision (since 2007), Infoware Amdavad (since 2019), VNU Software, Pune (since 2019).
He is an independent director and Non-Executive Chairman of the Board at Bharat Wire Ropes Ltd since 2018. He is a committee member at India Business Group since 2013 and Rotary Club of Bombay Mid-City since 2003. Some of his notable social works include Mission Muskaan (JV between Rotary International and Maharashtra CM’s Relief Cell) committee member (2019-2020), IMC CSR committee member (since 2018) and Rotary International, Mumbai CSR committee District Chair (2016 – 2017). He also did voluntary work in education field including Lights of Life Trust (as an advisory board member) from since 2018, committee member at Friends of Tribals Society, Mumbai Chapter since 2015.
Currently –the Founder & CEO of Finolutions LLP, a unique B2B Consulting firm specialized for Wealth Management industry. Total of nearly 35years of work experience across Software Development (about a decade) and Financial Services (nearly 25 years).
Within Financial Services, have worked across Merchant Banking, Resource Mobilization, Distribution, Portfolio Management, Research, Advisory, Products role. Have worked across organizations such as Lloyds Capital Management, ASK Raymond James, Birla SunLife group, Franklin Templeton, UTI Asset Management and Trust Group before the entrepreneurship.
Academically –a Bachelors in Commerce as well as Law, a PG Diploma holder in Computer Science as well as Taxation Laws, an MBA, a Certified Financial Planner, a Certified Portfolio Manager, a Certified Wealth Manager and a Certified Alternative Investment Manager.
Have carried out cross border Startup transactions. Have also been involved in Capital Raise transactions within India. Recognized as a Due Diligence specialist for EB5 (US Green Card/Residency Program).
Regular speaker/presenter in various academic forums including IIMs and other premier management institutions.
Mr. Abhishek Agarwal is a Managing Partner at Rockstud Capital LLP and has 12+ years of experience in Indian financial markets. His key expertise lies in equities as an asset class. He has done his graduation from HR College & further pursued his MSc Finance from Lancaster University Management School in the United Kingdom. He started his career in PINC as a Research Analyst in the Institutional Desk. After completing 2 years in the said organization, he joined his family run stock broking firm, Fortune Interfinance Ltd. He was in a pivotal position to set up entire Mumbai office operations, institution desk & research in equities. He handled a team of 20 people at various divisions and roles.
His extensive knowledge helped him to advise and exchange his views on economy and stocks in various news channels like CNBC Awaaz, CNBC TV18, ET Now, NDTV Profit & Zee News.
He later decided to focus on early stage startups and joined various angel networks like Indian Angel Network, Lets Venture, Venture Catalysts. He has been investing successfully as an Angel Investor for the last 5 years and invested over 24 Start-ups across all sectors. Some successful startups he invested in are Loginext Solutions (exited at 16X), Kwench Lab Solutions (exited at 5X), Wellness Forever (carry return 5X), Getmyparking (carry return 3x) etc. He has also been invited several times as guest speaker at various start up events (like Bombay Chamber of Commerce, Lets Ignite, Assocham Chambers of Commerce, etc) in India.
He successfully formed SEBI registered VC fund “Rockstud Capital Investment Fund” in Sep 2018 with a target corpus of $25mn.
Mr. Samir Kapadia is a Vice President and a member of the Investment Committee at Rockstud Capital Investment Fund, since its inception. He has over +8 years of professional experience in Indian Equity Markets overseeing multiple functions, including Strategy & Planning, Investments and Fund Operations. He has played a pivotal role in setting up and launching Rockstud Capital Investment Fund, a SEBI registered Category II AIF as well as setting up the investment team.
Samir in his earlier roles has been responsible for equity research, generating new investment ideas and tracking the performance of existing holdings of proprietary investments at Rockstud Capital LLP (erstwhile Fortune Interfinance Ltd). Prior to joining Rockstud Capital LLP, he worked with ITI Securities (now The Investment Trust of India Limited group company) where he was responsible for assisting Equity Fund Manager cum Head of Research for on-going monitoring and tracking of portfolio companies while simultaneously assisting senior research analyst in investment analysis and preparation of research report. He is a detailed-oriented individual and equity investing is his passion.
Samir is a commerce graduate from K.C. College, Mumbai University; Postgraduate Diploma holder in Securities Law from Government Law College, Mumbai University; and a Chartered Financial Analyst (CFA), USA Level I Cleared.
With over 10 years of experience in Capital Markets, Ritesh Bhagwati is the Assistant Vice President at Rockstud Capital LLP (here since 2014).
His previous endeavours include services at Maximus Securities (a part of Mafatlal Group) a domestic broking firm, Eqestar Capital (a Luxemburg based) a private equity firm and Fortune Interfinance Ltd which is now Rockstud Capital LLP) a family office turned into a Venture Capital firm.
Currently, Ritesh is responsible to structure an exhaustive research framework for the fund to meet its end objectives. Apart from focusing at providing quality stock ideas with an objective of high margin of safety and maximizing favourable returns under Small and Midcap space, he has been instrumental in devising and implementing effective equity portfolio allocation and monitoring the same. His role extends beyond providing research ideas to tracking portfolio investments with objective to maximize the return potential on fund level and scout for opportunities alternately.
Ritesh holds B.Com degree from R A Podar College (Mumbai University 2008), Certified Financial Planner From Financial Planning State Board of India, Diploma in Business Management from Welingkars Institute, Mumbai and CFA Level 1 Cleared from CFA Institute, USA.
Gaurav joined Rockstud Capital in June 2018. He heads the startup investment team at the Fund and is responsible for end-to-end transaction, right from deal sourcing, to deal execution to deal closure. He also plays an active role in the fund raising initiatives of the Fund.
Prior to joining Rockstud Capital, Gaurav spent over 5 years in the Investment Banking space working with companies like BDO India, Acumen M&A Advisors, KGS Advisors, and Yen Capital.
He has done his MBA (Finance) from Mumbai University (2007-09). He also pursued an investment banking course from The School of Investment Banking.
Gaurav has a passion for teaching and to pursue this interest, he took up the role of a visiting faculty at Triumphant Institute of Management Education (T.I.M.E.) Pvt. Ltd. where he assists students with their Group Discussion (GD) & Personal Interview (PI) preparations for admission to Management Institutes.
Rajesh comes with over 12 years of experience in the Accounts and Taxation. He has been working with Rockstud Capital since inception. Prior to Joining Rockstud Capital, he worked with a VUB Engineering Pvt. Ltd. (Real Estate Company) as an Senior Accountant for a two years where he was responsible for end to end accounting, taxation and finalization of Company financials. There he was leading a team of 5 people. Rajesh also spent 3 years with Ketan Nanavati & Co where he was Article Trainee handling various companies statutory and Internal Audit and Finalization. Before that he spent a 4 year with Nitin Dave & Co. Chartered Accountant where is was handling Accounts, Taxation and Audit for Co’s like Maersk India Pvt. Ltd., Lazard India Pvt. Ltd., Shapoorji Pallonji & Co. Pvt. Ltd and their various group companies. During his working tenure he has worked with different accounting software’s like, SAP Based ERP (FACT), Oracle, PeopleSoft, Spectrum and Tally ERP9.
Rajesh has done his Inter CA from Institute of Chartered Accountants of India and also completed a Bachelor’s Degree in Commerce from Hazarimal Somani College of Commerce and Economics from Mumbai University.