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WE TRANSFORM PERCEPTION. WE CREATE VALUE.1
Years of Exper ience
IR CR PR
I n v e s t o r C o m m u n i c a t i o n P o w e r h o u s e
C l i e n t s
To t a l M a r k e t C a p i t a l i s a t i o n
o f c l i e n t s u n d e r I R p r a c t i c e
WE TRANSFORM PERCEPTION. WE CREATE VALUE.2
Capital market advisory for credible Indian growthcompanies seeking to correct a mismatch betweentheir fundamentals and their perceptions
Value driven – Value led
Effective complement of Investor Relations (IR), Public Relations (PR) and Corporate Reporting (CR) through customised Communication
Enhances corporate governance through transparency and consistency in communication
Sustainable value creation
WE TRANSFORM PERCEPTION. WE CREATE VALUE.3
Global Perspective
Unique Insights
GLOCALRelationship Network
In-depth Analysis
Track Record
360°Communication
Plan
WE TRANSFORM PERCEPTION. WE CREATE VALUE.4
Interface on behalf of clients helping liberate management time
Available 24x7, making it possible for clientsas well as market participants to solve issues quickly
Structured communication methodologiesfor clients, resulting in coherence and consistency
Positioning a company distinctively in the mind of the investor community
WE TRANSFORM PERCEPTION. WE CREATE VALUE.5
Analyse sector and company
Devise multi-tieredstrategy
Assess market views on sector & company
Implement internal & external plan
for execution
Comprehensive Planning & Execution
Identify & define key levers for value creation
WE TRANSFORM PERCEPTION. WE CREATE VALUE.6
• Market news― Domestic and International
• Social media tracking
• System and processing fortracking efforts Live
• Various softwares to track andupdate documents
• Customized plan based on perception gap
• Mapping the right audience for each client
• Advising on corporate actions
• Managing rumours through official communications
• Clear and transparent communication with all stakeholders
MARKET INTELLIGENCE
CUSTOMISED SOLUTIONS
SYSTEMS & PROCESSES
CRISIS MANAGEMENT
WE TRANSFORM PERCEPTION. WE CREATE VALUE.7
WE TRANSFORM PERCEPTION. WE CREATE VALUE.8
Industry LeadershipBest Practices and Processes
Knowledge and Expertise
Brand and ReputationStrong SeniorManagement Team
Over 325 Years of Cumulative Experience
Multi Dimensional Experience Across Sector325
WE TRANSFORM PERCEPTION. WE CREATE VALUE.9
IR - Value Unlocking
Building the “Investment Idea”
Marketing the idea through research coverage
Investor base expansion
Perception management
Communication & messaging
5000+NETWORKconnections
100000+hours ofINTERACTIONS
PLANT andBRANCH VISITS
LARGE formatANALYST MEETS
Target Audience for Clients:Foreign Institutional Investors, Domestic Institutional Investors, Private Equity, Insurance Funds, Portfolio Management Services, Ultra-HNI, HNIs and Family Offices
WE TRANSFORM PERCEPTION. WE CREATE VALUE.10
IR - Value Unlocking
2019: IR Magazine London – India Forum Awards
• Balkrishna Industries Ltd was awarded for best Investor meetings (Mid cap)
• Music Broadcast Limited was winner of best Investor meetings (Small cap)
2017: IR Society Awards
• Va Tech Wabag was winner of “best Investor communication practice – Small cap”
2014: Research Bytes Investor Communication
2015: Awarded as Top IR Agency for BestInvestor Communication Practice
• Navin Fluorine International Ltd was awarded for best Stand-out Investor Relations Practices
AMBER ENTERPRISES
NAVIN FLUORINE INTERNATIONAL
PARAG MILK FOODS PNB HOUSING FINANCE
2019: IR Magazine London –India Forum Awards
“Certificate of excellence” was awarded to
GREENLAM INDUSTRIES
HIKAL MINDA INDUSTRIES
NOCIL
WE TRANSFORM PERCEPTION. WE CREATE VALUE.11
Our Clients - Wealth Creation Study 2020
NAVIN FLUORINE INTERNATIONAL
3rd Fastest Wealth Creator in 2015 – 202065th Biggest Wealth Creator in 2015 – 2020
• Starting of Our Engagement: September 2013• Marketcap on our Engagement: Rs. 169 Crs• Marketcap as on 30-Sep-21: Rs. 18,235 Crs
Motilal Oswal 25th Annual Wealth Creation Study 2020
MINDA INDUSTRIES
• Starting of Our Engagement : September 2013• Marketcap on our Engagement : Rs. 213 Crs• Marketcap as on 30-Sep-21: Rs. 21,009 Crs
4th Fastest Wealth Creator in 2015 – 202069th Biggest Wealth Creator in 2015 – 2020
BALKRISHNA INDUSTRIES
• Starting of Our Engagement : September 2010• Marketcap on our Engagement: Rs. 1,439 Crs• Marketcap as on 30-Sep-21: Rs. 49,980 Crs
12th Fastest Wealth Creator in 2015 – 202046th Biggest Wealth Creator in 2015 – 2020
WE TRANSFORM PERCEPTION. WE CREATE VALUE.12
CR - Creative Storytelling
Annual report development
Integrated reporting
ESG Reports
Other offerings include:
Presentations
Year-end stationaries
Logo
Print / magazine ads
Digital
Brochures
Sustainability reports
WE TRANSFORM PERCEPTION. WE CREATE VALUE.13
CR - Creative Storytelling
WE TRANSFORM PERCEPTION. WE CREATE VALUE.14
CR - Creative Storytelling
WE TRANSFORM PERCEPTION. WE CREATE VALUE.15
CR - Digital Innovations
WE TRANSFORM PERCEPTION. WE CREATE VALUE.16
CR - Awards & Accolades
WE TRANSFORM PERCEPTION. WE CREATE VALUE.17
PR - Strategic Communication
Target Audience for Clients:Key Financials, Mainlines, Regionals, Online and Electronic Media
Financial PR
Media management
Digital media campaigns
Crisis management
Reputation management
MEDIAHOUSE CONNECT
5000+COVERAGEGENERATED
TIER 1,2,3Cities & PAN INDIA
200+
WE TRANSFORM PERCEPTION. WE CREATE VALUE.18
PR - Awards & Accolades
Mr. Kevin Shah has won the “40 under 40” Award for PR and Corp Comm by Business World & exchange4media Group
WE TRANSFORM PERCEPTION. WE CREATE VALUE.19
Founders
SAMIR SHAHFounder & MD
KEVIN SHAHCo-Founder & ED
A Chartered Accountant by profession, Mr. Shah has more than 36 years ofexperience across diverse functions as corporate finance capital markets,investor relations, business strategy and planning. He founded SGA in2010.
Prior engagements:Head – Corporate Finance and Investor Relations, Suzlon Energy Limited, Executive Vice President at a Private Equity Firm,Vice President at a Leading Stock Broking, Vice President at a NBFC
Prior engagements:Interned with S.R. Batliboi & Co., an associate member firm of Ernst & Young LLP
Kevin co-founded SGA and is focusing on developing the public relations practice of thefirm. He also overlooks investor relations & corporate reporting business. His expertiseis business development and he directly manages client relationships. Additionally, hemanages Client Relations Management (CRM) and controls, systems & processes. InNovember 2020, he won the 40 under 40 Award for PR and Corp Comm by BusinessWorld. He has over 10 years of experience.
WE TRANSFORM PERCEPTION. WE CREATE VALUE.20
IR Practice - Leadership Team
SHOGUN JAINHead, IR Practice
JIGAR KAVAIYADeputy Head, IR Practice
Shogun is Masters in Commerce with over 15 of experience in CapitalMarkets and Investor Relations. He has been with SGA since 2014.
Prior engagements:Associate, Investor Relations - Aarnine Financial Markets Advisory LLP, Associate, Investor Relations - Orbit Corporation Limited,Junior Associate - Edelweiss Securities Limited
Jigar is an MBA with over 15 years of experience in the areas ofinvestor relations and corporate finance. He has been with SGA since2011.
Prior engagements:Manager Investor Relations - Reliance Infrastructure,Assistant Manager Investor Relations - Suzlon Energy,Financial Analyst - Seagal Financial Services
Over 25 member team comprising of account managers, business analysts & associates
WE TRANSFORM PERCEPTION. WE CREATE VALUE.21
IR Practice - Management Team
VARUN DIVADKARGroup Account Head
SHIKHA PURIGroup Account Head
RAHUL AGARWALGroup Account Head
Varun is BA in Economics, MSc in Economics andInternational Financial Economics from Universityof Warwick UK He has over 11 years of experiencein Investor relations. He has been SGA since 2019.
Prior engagements:Account Manager - Citigate Dewe Rogerson, (CDR India)
Shikha is a qualified MBA (Finance) from ICFAIBusiness School with more than 11 years ofexperience in Investment Banking. She worked onexecution of mandates for M&A and PE Advisory.She joined SGA in September 2021.
Rahul is a qualified MBA (Finance)and BE (IT) with morethan 11 years of experience He was with SGA from Jan2017 to March 2019 and has re-joined after a stint of 1.5years with TATA Steel where he also manageddevelopment of ‘Shareholder Analysis System’ and ‘IRManagement’ at Group level.
Prior engagements:Assistant Director - Lodha Capital Markets Ltd Analyst – Credit Suisse Securities India Ltd
Prior engagements:Manager Financial Strategy & IR – Tata Steel Ltd Associate - Value Vision LtdAssociate - Centrum Capital Ltd Manager Finance - Dighi Port Ltd
WE TRANSFORM PERCEPTION. WE CREATE VALUE.22
IR Practice - Management Team
Vijay is MBA Finance and B.Tech(Mechanical) with over more than12 years of experience in EquityMarkets. He joined SGA in April2021.
Prior engagements:Head Investor Relations - Intellect IR Senior Equity Research Analyst – KarvyStock BrokingEquity Research Analyst – Emkay Global Equity Research Analyst – B&K Securities Research Analyst – ICICI Securities
VIJAY GOEL
Account Manager
AKASHI MODI
Account Manager
Akashi is MS Finance from ICFAI andCFA Level II Candidate with overmore than 11 years of experience inthe area of Equity ResearchCorporate Financing. She joined SGAin May 2020.
Prior engagements:Assistant Manager - Equity Research -Guggenheim Transparent Value Pvt. Ltd
PARIN NARICHANIA
Account Manager
SHRIKANT SANGANI
Account Manager
Parin is MBA in Finance. He has over11 years of experience in InvestorRelations. He has been at SGA sinceMarch 2019.
Prior engagements:Associate Director (IR) - Gutenberg Communications LtdManager (IR) - Jindal Worldwide Ltd Account Director - Concept IR Pvt. LtdSenior Account Executive - Adfactors PR Pvt. Ltd
AMI PAREKH
Account Manager
Ami is BAFM & CFA Level II cleared.She has over 5 years experience asAnalyst. She joined SGA inDecember 2017.
Prior engagements:Equity Research Analyst - FiduciaryEuromax CapitalAnalyst – Nomura Securities India Pvt. Ltd
Shrikant has cleared CFA level 1exam from CFAI and Diploma inBusiness Finance from ICFAI. He hasover 10 years of experience inCorporate Finance, Treasury &Investor Relations. He has been atSGA since March 2017.
Prior engagements:Executive - Treasury & Corporate Finance - Siemens LtdManager - NSP ForexTeam Member - JP Morgan
WE TRANSFORM PERCEPTION. WE CREATE VALUE.23
CR Practice - Leadership Team
CHINTAN KOTAKCEO, Corporate Reporting Practice
Chintan is a qualified MBA with specialization in finance and marketing. He hasover 15 years of experience in the field of annual report positioning andcommunications. He is also officially certified for <IR> from KPMG. He also hasknowhow on interactive web solutions and digital marketing.
Prior engagements:Business Analyst and Development Manager at one of the leading IT Company,Research Associate and Senior Research Consultant at two of the India’s leading AR agencies
DEBABRATA DUTTACOO, Corporate Reporting Practice
Debabrata possesses over 30 years of experience as a graphic designer and production manager. Hisinnovative graphic artistry combined with out-of-box design concepts and methodology allows him todeliver a perfect amalgamation between the content and creatives. He has successfully handled bigticket clients across varied industries and has detailed production knowhow. He has successfullyexhibited projects like annual reports, brochures, coffee table books, flyers ads, hoardings and manymore projects across range of communications like annual reports, brochures, coffee table books, flyers,ads hoardings and many more.
Over 20 member team comprising content strategists, editors, brand visualizers, client relationship managers & typesetters
Prior engagements:Senior Graphic Designer and Production Manager at a leading PR Company, Senior Production Manager at two of the India’s leading AR agencies, System Operator and Graphic Designer at various designing agencies
WE TRANSFORM PERCEPTION. WE CREATE VALUE.24
PR Practice - Leadership Team
PURVI SHAHHead, PR Practice
Purvi is an experienced Public Relation expert, with 20 years in the industry,Her strengths include planning, executing campaigns and pre-empting possiblehindrances to turn around campaigns into media successes. Purvi completedher diploma in software engineering to explore her talent and fueled her hobbywith a degree in psychology and sociology.
Prior engagements:Worked with Adfactors PR Pvt. Ltd. & Concept PR
Over 15 member team comprising PR, social media and content expertise
NEHA JOHNAVP, PR Practice
Neha is PR and corporate communication professional, she joined SGAPR in March 2020. Prior to joining SGA,she was working with Axis Securities as a Corporate Communication Manager. With over five years ofexperience, she has also worked with Adfactors PR, Edelman and Ogilvy Public Relations. She has worked withover 40 clients across sectors including Nike, Levis, L&T Infotech, L&T Technology Services, NarayanaHrudalaya, GJC, GJEPC, Shriram Group of Companies, Metropolis Healthcare, Bank of India, SIDBI, HarvardBusiness School as well as key IPO projects like HDFC Life Insurance, ICICI Lombard, SBI Life Insurance, AU SmallFinance Bank, Bandhan Bank to name a few. She done her MBA in marketing and BMM in advertising.
Prior engagements:Axis Securities, Adfactors PR, Edelman India, Ogilvy Public Relations
WE TRANSFORM PERCEPTION. WE CREATE VALUE.25
Brand & Design Practice
Dr. NAMRATA RUPANIHead, Brand & Design Practice
Dr. Namrata Rupani is an accomplished dentist and commercial photographer. Four yearsago, she set up an integrated company, Capture Life, which includes all her three businessverticals: the dental clinic, photography service, and a fine art prints service. Her workincludes photography, videos, 100+ coffee table albums, legacy books & flash books. Herwork has been displayed at various exhibitions, including being commissioned by L&T todocument the making of the Metro Rail in India, having exhibited on for FICCI onInternational Ladies Day, and more recently a Solo Photography exhibition by the GoetheZentrum, Hyderabad, which was titled “Stories in Stone” – a depiction of old architecturefrom all over India. She ventured into the Fine Art Print business as well under the samename to make fine art prints and provide design and print solutions for various clients fromall over India. Namrata as a speaker at TEDx Nalsar University in 2016 shared her viewsabout just how far photography can travel from going beyond a passion to being able toconnect with hundreds of people through a powerful form of art and expression.
WE TRANSFORM PERCEPTION. WE CREATE VALUE.26
International Business
DHAVAL VAKILDirector, Strategic Growth Advisors (UK) Ltd.
Dhaval joined SGA team in January 2020 and will lead our expansion in the Internationalmarket. He is a qualified Chartered Accountant and CFA holder (ICFAI) with over 15 years ofall-round experience in investor relations, fundraising, M&A and corporate finance. Hecomes on board with a proven track record of leading IPO processes, setting highly adaptiveIR strategies, increasing research coverage, building credibility and investor pipeline forbusinesses worth up to €10bn. In his previous roles, he has spearheaded multiple global debtand equity offerings for Indian and European publicly listed and private equity ownedbusinesses and also led many global M&A activities.
Prior engagements:Vice President – Capital Markets and M&A, Senvion SAGeneral Manager – Corporate Finance and Investor Relations, Suzlon EnergyLtd. Head – Investor Relations, Adani Enterprises Ltd.
WE TRANSFORM PERCEPTION. WE CREATE VALUE.27
International Business
Contact Us
@
Shogun JainHead, IR Practice
Strategic Growth Advisors Private LimitedCIN No. U74140MH2010PTC204285
402, Pressman House, Near Orchid Hotel, 70A, Nehru Road,Vile Parle (East), Mumbai – 400 099India
Website: www.sgapl.net
Mobile: +91 77383 77756Email: [email protected]