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A case study on business consulting in the Financial Services sector from Universal Consulting.
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CONFIDENTIAL & PROPRIETARY
Any use of this material without specific permission of UNIVERSAL CONSULTING INDIA PVT LTD is strictly prohibited
Mumbai I New Delhi I Chennai I Bangalore
Financial Consulting
| 2
AGENDA
1
2
3
Introduction
Financial Services Experience
Financial Services Leadership Team
| 3
UC has deep execution expertise in strategy and operations consulting
Since 20 + Years
● Founded 1994
● 4 Offices (Mumbai, New Delhi, Chennai, Bangalore)
● 65+ People
● 325+ Clients
● 860+ Cases
● 76% Repeat & Referral work
Four Offices
Key Verticals
● Agribusiness & Food ● Automotive ● Biomedical, Biopharma
& Healthcare ● Building Materials &
Products ● Consumer Products &
Retail ● Financial Services ● Industrial Products &
Capital Goods ● Logistics ● Private Equity &
Principal Investors ● Service Firms
Horizontals
● Strategy Formulations
● Operations Improvement
● Organisation Design
| 4
Management & Operations Team
Bhavini Sarkar Manager – Process
Administration
Samir Sathe
Senior Director & New Delhi Office Head
Jay P Desai
Founder & Managing Director
Sonali Aggarwal Head – Finance & Accounts
Kaustubh Nagarkar Associate Director
Vineet Agrawal Senior Manager
Kedar Borwankar Senior Manager
Sandeep Dash Senior Manager
Asgari (Aji) Pagarkar Head – Office Administration
& Alumni Relations
Dr Anjum Khandelwal Team Lead – Business
Development
Bhairavi Shah Patel Manager – Knowledge
Administration
S. Venkatesh
Director & Chennai Office Head
Shankar Rajesh
Senior Director & Mumbai Office Head
Parizad Sabawalla Head – Marketing
Administration
Archana Palav Manager – Marketing
Administration
| 5
UC has long-term relationships and significant repeat work with Clients
7 Cases
4 Years
6 Cases
6 Years
9 Cases
7 Years
10 Cases
8 Years
12 Cases
5 Years
8 Cases
3 Years
6 Cases
6 Years
14 Cases
9 Years
15 Cases
7 Years
19 Cases
13 Years
25 Cases
4 Years
36 Cases
12 Years
Large MNC Pharmaceutical
Company
2 Cases
1Year
5 Cases
3 Years
2 Cases
3 Cases
1 Year
2 Cases
3 Cases
Carlyle
| 6
UC has deep execution expertise across many horizontals
Strategy Operations Organisation
● Corporate Strategy
● Business Unit Strategy
● Diversification Strategy
● Industry Structure & Landscape
● Sales Force Management
● Pricing Strategy
● Sales and Channel Management
● Strategic Diligence
● Partner Screen & Selection Strategy
● Program Management
● Digital Strategy
● Supply Chain & Outbound Logistics
Strategy
● Strategic Cost Management
● Post Alliance/ Acquisition Integration
● Process Design
● Program Management
● Capability Development
● Performance Management
● Program Management
| 7
Industrial Products, Capital Goods &
Infrastructure
Financial Services Consumer Packaged Goods & Retail
UC has broad execution expertise across many verticals
Automotive Agribusiness & Food Biomedical & Healthcare Building Materials & Products
| 8
AGENDA
1
2
3
Introduction
Financial Services Experience
Financial Services Leadership Team
| 9
Our experience in the financial services spans strategy development, operations improvement and organization effectiveness
Financial Services
Area of Study
Market Assessment and
Entry Strategy
Growth and Diversification
Strategy
Supply chain and
Distribution
Operations
Strategy
Aligning Organisation with
Strategy M&A Strategy
Asset Management and Custody
Banks
Commercial Banks
F & A Outsourcing Services
Insurance
Investment banking and Brokerage
Investor Community in financial
services (e.g. Private Equity and Multi
lateral agencies)
Non Banking Financial Institutions
| 10
Our work across financial services products embodies critical components of analysis
Corporate Banking
| 11
Product Coverage
Market
Intelligence
assessment
Entry Strategy Growth
Strategy
Product
Structuring
Channel
Strategy
Underwriti
ng & Risk
Assessme
nt
Deposits CASA P P P P
Fixed Deposit, Recurring Deposit P P P P
NRI Accounts P P P P
FCNR Deposits P P P P
Loans Real estate/ Mortgage financing and LAP P P P P
Education loans P P P
Auto loans P P P P P
Consumer durable loans P P P
Personal loans (Unsecured) P P P P
Credit cards P P P P
Wealth management P P P P P
Third party products Insurance (life, general) P P P P
Asset Management & Mutual funds P P P
Microfinance P P P P
Retail Banking
Our work across financial services products embodies critical components of analysis
| 12
Product Coverage SMEs
(Sales USD 1-50 Million) Mid & Large Corporate Houses (Sales
> USD 50 Million)
Term Loans Rupee Long Term Loans P P
Rupee Medium Term Loans P P
Foreign Currency Loans (ECB, ECA) P P
Working Capital Working Capital Demand Loans P P
Bill Discounting, receivables finance P P
Overdrafts P P
Cash Credit P P
Supply Chain Finance (Supplier, Dealer) P P
Factoring P P
Trade Finance LCs (Issuance, discounting, confirmation) P P
Bank Guarantees P P
Supplier's Credit P P
Buyer's Credit P P
Export Finance P P
Treasury Products Currency Derivatives P P
Interest Rate Products P P
FX Spots P P
Commodity Hedging P P
Fixed Income e.g. Bonds, G-sec P P
Cash Management Services Payments P P
Collections P P
Investment Banking & Advisory
Loan Syndication P P
M&A Financing P P
Asset Backed Financing P P
Project Financing P P
Mezzanine financing P P
Structured Financing P P
Leasing Equipment Leasing, financing P P
Auto/ vehicle Leasing P P
Corporate Leasing P P
Corporate Banking
Our experience covers asset, liability and third party products across customer segments:
| 13
Product Coverage Mass Individuals HNWIs
(annual income above USD 1 Million)
Deposits CASA P P
Fixed Deposit, Rucurring Deposit P P
NRI Accounts P P
FCNR Deposits P P
Loans Real estate/ Mortgage financing and LAP P P
Education loans P P
Auto loans P P
Consumer durable loans P P
Personal loans (Unsecured) P P
Credit cards P P
Wealth management P P
Third party products Insurance (life, general) P P
Asset Management & Mutual funds P P
Microfinance P P
Retail Banking
Our experience covers asset, liability and third party products across customer segments:
| 14
SME Entry Strategy in India
Strategy to identify and dominate Top 5 SME
Sectors in India
SME Market Potential Assessment in India
Research for small and medium enterprises in
the UAE
Validating Expected Profit Pool for SMEs in India
Building SME and Retail customer intelligence
Strategy to identify and dominate Top 5 SME
Sectors
Building Intelligence on SMEs and Their Owners
or Decision Makers
SME Market Study Building SME and Retail customer intelligence
We have done 18 SME focused studies for commercial banks and Financial Institutions (1/2)
| 15
SME study Refresh Entry into the SME market in India
Assessing the SME margins to assess loan
eligibility of potential customers in India
Assessing SME margins in India
Develop a Credit Risk Assessment Template for
a sector
Assessing the SME margins to assess loan
eligibility of potential customers in India
Defining SME entry strategy in India
SME Sector Margin Update
Development of Eligibility Criteria for
SME Lending
We have done 18 SME focused studies for commercial banks and Financial Institutions (2/2)
| 16
Compliance Risk
Management
India Overview
BPO Market Mapping Market Assessment of
Consumer Finance
Process Redesign for
Facilities Management
Division
Benchmarking
Distribution models
Demystifying Mortgage
Business Developing marketing
strategy for mass affluent
HNWIs
Redesigning
Performance Review
Reports & Monthly
Statements
Compensation Strategy
Some of our other experience includes work for mid market enterprises, retail customers and in the areas of operations, wealth management, benchmarking, distribution, mortgage, organisation, risk management, rural markets, insurance; etc. (1/4)…
| 17
Due Diligence in
Infrastructure Industry
Assessing Market
Potential and Business
Model of Banks in key
areas
Overview of Banking
Landscape
Defining Standard
Operating Procedures
and MIS reporting
Defining the information
technology strategy Entry into the Indian
Insurance, AMC & PMS
space
Professionalising the
Customer Services
Process
Professionalising the
Customer Services
Process
Strategic Diligence of
Business Plan for Data
Analytics
Defining an Entry
Strategy into the F&A
Outsourcing space
Some of our other experience includes work for mid market enterprises, retail customers and in the areas of operations, wealth management, benchmarking, distribution, mortgage, organisation, risk management, rural markets, insurance; etc. (2/4)…
| 18
Strategic diligence Developing a Growth
strategy
Implementing
processes Defining Business
Strategy
Assessing corporate credit card market &
airline industry spends across India, China,
Hong Kong, Malaysia & Singapore
Rural Market Study
Involving Evaluation of
Equipment Financing
Models with Banks
Competition Review
for Technology
Identifying potential
investee companies in
the Indian security
broking market
Shaping policies in
healthcare insurance
and financing
Strategic Alignment
for Growth in
Financial Services
Some of our other experience includes work for mid market enterprises, retail customers and in the areas of operations, wealth management, benchmarking, distribution, mortgage, organisation, risk management, rural markets, insurance; etc. (3/4)…
| 19
We were in Partnership
for Citigold Customer
Business Advisory
Services
Defining financing
options for village level
entrepreneurs and rural
channel partners'
Carlyle
Bid Support to World’s Second Largest
Automotive Leasing
Companies to Partner
with the Largest Vehicle
Manufacturer in India
Accelerating Growth in
India Confidential Confidential
Market attractiveness
and competitive
landscape for the UAE
SMB accounting software
market
An overview of leading
global banks Alliances
in US, Germany, France
and Poland
Some of our other experience includes work for mid market enterprises, retail customers and in the areas of operations, wealth management, benchmarking, distribution, mortgage, organisation, risk management, rural markets, insurance; etc. (4/4)
Market Due Diligence
| 20
~45 business intensive locations
• Delhi
• Ahmedabad
• Mumbai
• Jaipur
• Kolkata
• Pune
• Bangalore
• Coimbatore
• Hyderabad
• Nagpur
• Gurgaon
• Surat
• Chandigarh
• Indore
• Baroda
• Chennai
• Nashik
• Ludhiana
• Jalandhar
• Lucknow
• Trivandrum
• Mysore
• Jodhpur
• Kochi
• Vizag
• Sangrur
• Ganganagar
• Kota
• Belgaum
• Bellary
• Sitapur
• Lakhimpur Kheri
• East Godavari
• Guntur
• Rajkot
• Panipat
• Kanpur
• Kolhapur
• Madurai
• Agra
• Jamnagar
• Salem
• Vapi
• Aurangabad
• Moradabad
• Udaipur
• Bhopal
• Ahmednagar
• Jamshedpur
Hyderabad Vizag
Chandigarh
Delhi
Bangalore
Chennai
Trivandrum
Mumbai
Jaipur
Kolkata
Pune
Ahmedabad Baroda
Gurgaon
Mysore
Kochi
Indore
Nagpur
Ludhiana
Jodhpur
Coimbatore
Lucknow
Surat Nashik
Jalandhar
Rajkot
Panipat
Kanpur
Kolhapur
Madurai
Agra
Jamnagar
Salem
Vapi Aurangabad
Moradabad
Udaipur
Bhopal
Ahmednagar
Jamshedpur
Sungrar
Ganganagar
Kota
Belgaum
Bellary
Sitapur
Lakhaimpur Kheri
East Godavari
Guntur
Our financial services knowledgebase covers an access to ~6000 respondents in ~120 industry segments across ~45 key locations in India which also include ~1000 respondents in retail banking space, built over several engagements for our financial services clients
| 21
AGENDA
1
2
3
Introduction
Financial Services Experience
-Case Examples
Financial Services Leadership Team
| 22
Client Situation
Client has been present in India for a significant time, but lacked unified vision and had a deficit of
understanding of the Indian market. Therefore client engaged UC to help in aligning the strategic
focus in India, including revised strategic view of the market for their Corporate Banking business
and strategic view on potential entry into the retail banking space
Client Benefits
In term of factoring and leasing, client got clarity on market opportunity in term of market size,
growth, competitive intensity, business model, mode of entry and capability required. The client
could realign its focus in terms key industries, key customer segments and the products which
could be targeted to them for all their corporate banking products
Accelerating
Growth in India for
a French
multinational bank
already present in
India
1
Client Situation
Client was pitching to Maruti to enter into a long term partnership with them for operating lease of Maruti cars
They engaged UC to help create an effective pitch document for bidding to Maruti for a long term partnership with Client for car leasing
Client Benefits
Through continuous discussion with the management and UC analysis, the pitch document was able to effectively communicate:
− Corporate Profile of Client India and Global − Market Landscape of Auto Operating lease in India − Client’s strengths and execution capabilities − Proposed Business Model − Key Target Customer Segments
Bid Support to
World’s Second Largest Automotive
Leasing Companies
to Partner with the
Largest Vehicle
Manufacturer in
India
2
Case Examples
| 23
Client Situation
Our client was a leading MNC bank in India, offering a wide range of SME banking products and
services in the market. The Client wanted to identify non-traditional (unlike textiles, pharma, etc) top
SME sectors, identify needs, products and services used by SMEs in these sectors, study
competitors offerings to those sectors and determine a strategy to dominate those sectors.
Client Benefits
Client was able to identify a new set of 5 SME sectors which had nascent potential but were under-
penetrated by the bank and defined strategy to penetrate these sectors
Developing growth
strategy for a
leading global bank
to identify and
dominate top 5
non-traditional SME
sectors
3
Client Situation
The client was a US based financial major who wanted to evaluate an entry into India in the
insurance, AMC & PMS space and wanted to assess the varied distribution models that could be
adopted for a potential entry.
Client Benefits
A clearly articulated entry strategy with key targets, milestones and penetration timeframe was in
place and competitive landscape along with profile of key domestic and international players were
mapped.
Assisting a U.S
based financial
major wanted to
enter the Indian
insurance, asset
and portfolio
management space
4
Case Examples
| 24
Client Situation
The client was one of the leading wealth management, capital markets and advisory companies in
India; it served as a strategic advisor to corporations, governments, institutions and individuals. The
top management wanted UC to assist them improve their customer experience by redesigning all
their customer reporting, thus making it more informative and user friendly
Client Benefits
Recommendations on alterations in the content and presentation of monthly statements along with
modification to existing special reports as well as identification of additional reports that could be
generated for clients. Also, identified performance data that was desired by different customer
segments.
Improving the
customer
experience by re-
designing its key
customer
interaction points
for a leading NBFC
company
5
Client Situation
The client wanted to invest in companies operating in securities market in India.
Top Management wanted to examine the possible ownership of the expanded equity capital of the
company with a significant investment.
Client Benefits
Detailed industry landscape of the Indian security broking market including selection of few
companies as investment targets.
Identifying potential
investee
companies in the
Indian security
broking market for
a global multi-
lateral agency
6
Case Examples
| 25
Client Situation
The client was a professionally managed bank with a globally experienced management team. They
intended to expand their presence in the priority banking space catering to the Mass Affluent Class (MAC)
segment
Client Benefits
Customer analysis for each segment and city, wallet size for outlined products and services, market and
competitor analysis and a perspective on differentiation opportunities and/ or points of parity
Assessing the
needs of its prime
target customer
segmented as
“Mass Affluent Class” for a leading
bank
7
Client Situation
The client was an India's foremost player in the electronic bill presentment and payment industry. They
were largely executing electronic payments through the electronic clearing services (ECS) offered by the
RBI. The client was interested in entering the F&A outsourcing domain as a service provider due to
synergies with existing business lines. Top Management requested UC to assist them in defining entry
strategy in F&A outsourcing.
Client Benefits
Clearly articulated opportunities in the F&A outsourcing space along with a capability building agenda.
Defining entry
strategy for an
electronic bill
presentment and
payment company
in finance and
accounts
outsourcing space
8
Case Examples
| 26
Client Situation
The client was a large multinational bank. They planned to offer banking products and services to Small and
Medium Enterprises (SMEs). Top management wanted to understand the market with respect to target
manufacturing and services sectors, no. of SMEs in target sectors, geographic clusters of SMEs, preferred
banking products & services, market size for preferred banking products & services targeted at SMEs, key
competitors, channels of distribution and strategic initiatives to counter competitors.
Client Benefits
Arrived at a future earning scenario based on the competitive landscape, operational and management
capabilities of the firm, customer and franchisee acquisition strategy, and the likely trend going ahead in the
various asset classes. Go/no go decision was based on the returns achievable based on scenarios in an
optimistic equity market and a flat equity market.
Entry strategy for
the business
financial services
division of a
multinational bank
in India
9
Client Situation
Our client was a multinational banking group’s India office and was in the process of evaluating opportunities
for entry in the Business Process Outsourcing (BPO) space in the country. The client sought to understand
the opportunities available for equity participation by the group as well as assess the scope of providing
banking services to companies in the industry. The Group was also looking to extend the outsourcing
capabilities of one of its subsidiaries to external clients as a new business opportunity. As part of this
exercise, the group was desirous of presenting a case for entry in this space to its Board of Directors
Client Benefits
A clearly articulated business case on the basis of which the bank expanded the scope of its BPO operations in
India.
Evaluating
opportunities for
entry in the BPO
space for a
multinational bank
10
Case Examples
| 27
Client Situation
The client was a leading private sector bank with established corporate banking and retail banking divisions.
Also they had well established branch network across the country. The client intended to explore whether the
SMEs across the various industry verticals was an addressable opportunity for the bank. Given that it was a
late entrant in this space, Top Management thus requested UC to address a number of strategic questions
like feasibility of entry, products and services to be offered, regions to be targeted, industries to be focused,
market potential for various products/ services and credit model to be deployed. Client Benefits
Defined a business plan and developed comprehensive set of strategic initiatives supported by an
implementation plan
A leading private
sector bank was
considering an
entry into the SME
market
11
Client Situation
The client was a large multinational bank in India and was looking to expand it’s branch network. However,
prior to establishing additional branches, Top Management at the bank was interested in benchmarking
distribution models of three leading banks in the country. The parameters required for benchmarking and
comparison included understanding of corporate organization structure, retail product distribution set up
and branch dynamics.
Client Benefits
A gap assessment based on the benchmarking exercise formed the basis of a capability building
agenda
Benchmarking
distribution models
for a large
multinational bank
in India
12
Case Examples
| 28
Client Situation
The client was one of the leading foreign banks in India. The top management in India was in the
process of reviewing its businesses, products and customer segments to identify new drivers of growth.
As part of the initiatives, top management wished to examine the garment exports industry to determine
the credit profile that included definition of parameters for credit profile assessment, development of
benchmarks across select countries to ascertain the competitiveness of Indian companies across the
parameters. UC was engaged to develop a framework for assessing credit profiles of companies.
Client Benefits
A comprehensive and granular credit profile for lending to the garment exports industry
Defining a
framework to
assess credit
profiles of players
in the garment
exports industry for
a leading foreign
bank in India
13
Client Situation
The client was second largest mutual fund house in India. The company had 6000 channel partners in India
and was faced with the challenge of finding, winning and keeping them, on a continual basis. The company
felt the imperative to provide it customers with innovative products and superior customer service with short
turnaround times. The company intended to professionalise their operations with an emphasis on sales and
distribution process. Top Management at the asset management company discussed the need to
standardise and document sales and distribution process, define functionality requirements for sales and
distribution process and necessary documents to support current information systems Client Benefits
Redesigned customer facing processes with significantly reduced turnaround time
Designing sales
and distribution
processes for an
asset management
company
14
Case Examples
| 29
Client Situation
The client was one of the largest business conglomerates in India. They wanted to enter the wholesale
credit business by offering financial products to mid-corporate customers, through creation of a non-
banking financial company (NBFC). Client required validation of the entire concept, strategy and the
value proposition of the wholesale-focused NBFC business plan.
Client Benefits
In-depth assessment and opportunity sizing for mid corporates in wholesale/lending with focus on capital market
products, term/corporate loan and supply chain financing was conducted. A comprehensive business plan was
developed which formed the basis of clients’s entry strategy in NBFC business. Ground up approach was used
to estimate business scalability which included location wise asset built up across the product portfolio. Detailed
financials including P&L, Cash flows and B/S with implication on leverage and ROE for the next 6 years were
projected. Identified alternative models in the area of infrastructure finance and retail finance.
Validating business
plan for NBFC -
Wholesale credit
and Capital market
products
15
Client Situation
The client was one of the largest private equity players wanted to evaluate the Indian brokerage market
and understand competitiveness of Indian brokerage players against foreign brokerages, especially in the
institutional segment. Client required validation on various elements of their business model including
brokerage & treasury, capital market financing and wealth management services.
Client Benefits
Prepared a comprehensive market model for brokerage services with assessment of revenue pool
across various segments. Defined competitiveness of brokerage players in capital market financing
products, LAP and wealth management services and developed realistic estimates of scalability of
these businesses.
Market assessment
of Indian brokerage
services
16
Case Examples
| 30
Client Situation
The client was one of India’s largest international banks having a combined customer base of 2.1
million in retail banking and over 1,000 top corporate relationships . In light of the exponential
growth expected in rural financing and given the client’s strong commitment to Indian market, top
management was evaluating entry in semi urban and rural markets.
Client Benefits
Understanding of competitive environment with insights on business model elements – product
portfolio, customer segments, alliance partners, distribution channel, technology platform.
Estimated market opportunity and identified key rural markets based on credit potential. Identified
locations to conduct pilot, and prepared a detailed implementation plan.
Assessing market
potential and
business model of
banks in rural India
17
Case Examples
| 31
AGENDA
1
2
3
Introduction
Financial Services Experience
Financial Services Leadership Team
| 32
Samir Sathe
Samir is a Senior Director & New Delhi Office Head at Universal Consulting India Pvt Ltd. He has been with the firm for 18 years and has significant experience in the manufacturing and service sector. He heads our New Delhi office and financial services practice. He has executed over 250 cases of which more than 150 have been in the areas of strategy and operations.
He has advised clients in the Financial Services, Life Sciences, Private Equity, Automotive, Retail Goods Industry, Industrial Equipments, Rural, Non – Profit organizations, Middle East, etc.
Some of his Financial Services sector assignments include: - Bid Support to World’s Second Largest Automotive Leasing Companies to Partner with the
Largest Vehicle Manufacturer in India - Accelerating Growth in India for a French multinational banking and financial services company - A study on the asset management for a business consulting firm - Entry Strategy for providing Banking Financial Services to SMEs - Preparing a presentation for the Compliance Division - A Business Strategy for Fee Based Business - Preparation of a Wealth Management Report on NRIs - Implementing processes for an Asset Management Company - Entry Strategy for providing Banking Financial Services to Small and Medium Enterprises - Market Assessment of Consumer Finance in India - Defining Credit Profile of Garment Exporters - Entry Strategy into Asset Management and Insurance Industry in India - Strategic Diligence of a Broking Company - Developing Insights into Key Focus SME Sectors for an MNC Bank - Validating business loan product configuration and MSMEs for an NBFC - SME Market Studies in the UAE - Developing Intelligence on Retail and SMEs in Bangladesh - Strategic review for an electronic bill payment and presentation player - A process review for a asset management company
Samir is graduate in Bachelors of Commerce from Mumbai University. He also attended the “Leading Professional Service Firms” program at the Harvard Business School in Boston.
Samir Sathe, Senior Director & New Delhi Office Head
| 33
Shankar Rajesh
Shankar is a Senior Director & Mumbai Office Head has been with the firm for 19 years and has significant experience in the manufacturing and service sector
He has executed over 300 cases of which more than 100 have been in the areas of strategy and operations. He has advised clients in Pharmaceuticals, Biotech, Healthcare, Financial Services, Agrochemicals, Telecommunications and Paper manufacturing.
Some of his Financial Services sector assignments include:
– A Process Review - Facilities Management Division of a large MNC Bank in India
– An SME Entry Strategy for a large MNC Bank in India
– Skill Sets and Competencies identification for Key Business Processes at Sharepro Services
– Presentation for Investors of a large MNC Bank
– A Survey Usage of IT by Competitor Banks
– Updating the report on Technology Usage in Competing Banks
– A process review and technology blueprint for a portfolio management firm
– A process review for a asset management company
– Knowledge Management review for a leading investment bank in India
– Assessing risk management and compliance framework for a large MNC bank in India
– BPO assessment for a large MNC bank
– Process review and implementation for a captive entity for a leading brokerage house in the US
– Strategic review for an electronic bill payment and presentation player
After graduating as a Bachelor of Commerce from Mumbai University, he secured a Diploma in Computer Science. He also attended the “Leading Professional Service Firms” program at the Harvard Business School in Boston.
Shankar Rajesh, Senior Director & Mumbai Office Head
| 34
Abhay Havaldar
Former Managing Director, General Atlantic
Masters in Management - London Business School
BE - University of Bombay, Mumbai
Roopa Purushothaman
Managing Director and Head of Research, Everstone Capital Advisors
Bachelor’s degree in Ethics, Politics and Economics - Yale University
Master’s degree in Development Studies - London School of Economics
Abhijit Joshi
Founder, Veritas Legal
Solicitor - Bombay Incorporated Law Society
Solicitor - England & Wales
Sunil Aggarwal
Partner, Surya Corporation
BS in Business Administration - California State University, Long Beach
Carlton Pereira
Co-Founder, Tano Capital
Former Managing Director & Partner, Corporate Finance, KPMG India
CA - Institute of Chartered Accountants of India
Sunil Gautam
Founder, HANMER MSL
CA - Institute of Chartered Accountants of India
Dominic Miles
Partner, L.E.K. Consulting
MA – Economics, Cambridge University
Master of Business Administration, INSEAD
Sunil Lulla
Chairman & Managing Director, GREY Group, India
Former Managing Director & CEO, Times Now, ET Now
MMS - SP Jain Institute of Management & Research, Mumbai
Jagdeep Parsram
Founder & Director, Pentagram Integrated Communications Pvt Ltd
Brand and Marketing Consultant
BS - Physics and Mathematics, University of Bombay
Sunil Patel
Chief Executive Officer, SPC
MBA – The Wharton School, University of Pennsylvania, USA
MS - Electronics, State University of New York, Stony Brook, USA
Advisory Board
[email protected] www.universalconsulting.com
Fax +91 22 66222111
Mumbai
Vaswani Chambers-C,1st Floor 264-265 Dr Annie Besant Road
Worli, Mumbai 400030 India
Tel +91 22 66222100
Chennai
112 DBS House 31-A Cathedral Garden Road
Nungambakkam Chennai 600034, India Tel +91 44 32571208
Bangalore
217 DBS House 26 Cunningham Road
Bangalore 560052 India Tel +91 80 4040 7217
New Delhi
516/523, Level5 JMD Regent Square,
M.G. Road Gurgaon 122002, India
Tel +91 124 44711677