Gaurav Agarwal

Heading Family Office Portfolio and Corporate Treasury of OSWAL NAHAR GROUP, Monte Carlo Fashions. Managing Proprietary Assets of INR 2000Crore+ Comprise of All Asset Classes i.e. Equity, Fixed Income, Alternate, Private Equity, Offshore Index/ETF, Real Estate and REITs/InvITs. In-depth Research of Equities, Equity Managed Funds, PMS, AIF & Fixed Income Instruments and Take Timely Decisions to Make Overweight/Underweight of a Particular Asset class or Instruments. Evaluate all the Private Unlisted Deals, Due-Diligences of the Financials, Business Fundamentals, Projections etc. Have a regular meetings/calls with the Promoters, Founders and other Stakeholders and visit their Plants/Factories/Offices to get a deep insights of their Businesses at Ground. Present a Quarterly Investments Committee Report to All In-House Stakeholders which Include Global/Domestic Macro Outlook, Sectoral Outlook and Equity/Fixed Income Market Outlook. This includes a Portfolio Review of the Entire Family Along With Our Investments Recommendation. Follow an Asset Allocation Approach to the entire Family Portfolio, Regular Review and Rebalancing of the Allocations depending upon Market Valuations, Asset Class Views, Global and Domestic Macro Economic Outlook, Liquidity, Interest Rates etc.