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Sujay Kotak — Family Office Investments and New Ventures · VARUN BEVERAGES LIMITED · Gurugram, Haryana, India.
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About
Finance professional with 20+ years of experience spread across Family Office, Venture Capital and Private Equity, Joint Ventures and Strategic Partnerships, Start-ups and New Ventures, Investment Advisory, Portfolio Management, Financial Planning & Analysis, Business/Strategy Consulting, Investment Banking, M&A and Corporate Finance. Proficient in Ideation/Origination, Analyzing Business Models and Financial Statements, Modelling and Valuations, Risk Assessment, Negotiations and Structuring, Board of Director Presentations, Documentation, Portfolio Monitoring, Exits. Articulate communicator with strong leadership skills, along with the ability in guiding teams in assessing/translating the client/principal’s needs into customized solutions in order to achieve the desired results.
Experience
Family Office Investments and New Ventures
VARUN BEVERAGES LIMITED · Gurugram
Nov 2023 – Present
RJ Corp is a diverse global conglomerate comprising food & beverages, quick service restaurants, retail, education and healthcare. Its flagship company Varun Beverages is the largest bottler for PepsiCo outside the US and the largest in AMESA. India’s 4th largest food and beverage company by market capitalization. • Comprehensive investment strategy, encompassing asset allocation, diversification and risk management that aligns with the promoter’s objectives • Analyze market data/trends and economic indicators to make informed investment decisions • Sourcing and evaluating investment ideas/deals, managing the investments, portfolio monitoring and exits • Sizeable allocation to direct investment portfolio, largely listed and unlisted equity investments • Closely monitor investment portfolio, regularly review and make adjustments in response to market changes • Identify potential risks in investments and take proactive measures to mitigate them • Regularly report investment performance, including gains, losses and market outlooks • Work closely with tax specialists and legal counsel, to ensure holistic wealth management • Bring a unique blend of expertise in financial markets, personal commitment to the promoter family’s values and a dedicated approach to risk management and wealth creation & preservation while upholding the highest level of confidentiality and integrity in managing sensitive financial information
Sr. Vice President - New Ventures and Strategic Investments
Sumer Group · Mumbai, Maharashtra, India
Sep 2020 – Nov 2023
Sumer Group is one of India’s premier family-owned construction companies with over 6 decades of experience in real estate development. • Spearheading strategy and planning for Group’s entry into new ventures/sectors • Strategic role in business projections, financial planning and analysis, MIS, policies and procedures, brand creation and brand strategy, go-to-market, strategic and operational planning for online/offline businesses • Closely working with the owners to meet short and long term goals and objectives of the new ventures • Responsible for identifying and assessing investment, JV and partnership opportunities across sectors on the basis of various parameters including business model, risk assessment, industry trends, competitive landscape and management team • Assisting the family/group in evaluation, analyzing financial statements, valuations, negotiations, structuring, due-diligence, definitive agreements, deal closure and portfolio monitoring
Education
Skills