Aditya Jayant Sawant

• Driving AUM growth by formulating strategies targeted at institutional investors, HNIs, and family offices.
• Leading project management initiatives for the successful launch of new funds.
• Curating and leveraging Hurun list contacts to strengthen HNI and family office outreach.
• Publishing daily newsletters for the institutional team highlighting growth opportunities, funding trends, and stake-sale updates.
• Engaging with central ministries, government PSUs, and charitable trusts to enhance fundraising and sales opportunities.
• Ideating and executing strategies to position and list the company within charitable trusts to widen investor participation.
• Building synergies between sponsors and developing corporate collaborations to enhance business growth.
• Supporting the HNI team in expanding their network by providing curated lead generation support.
• Expanding the client base by acquiring new institutional clients to drive net new business for the team.
• Monitoring and backtracking sales team targets during NFO campaigns to ensure achievement of business objectives.
• Designing dashboards for senior management to track performance and progress against KPIs.
• Creating impactful sales pitches and fund presentations for prospective investors.
• Tracking and analyzing daily huddle rates to align team efforts with overall business targets.
• Performing data modeling and performance analysis of existing funds to generate insights and drive informed decision-making.

• Develop and maintain financial models to support forecasting, budgeting, and long-term planning.
• Conduct variance analysis of actuals vs. budget/forecast and explain key business drivers.
• Prepare monthly/quarterly management reports and dashboards for senior leadership.
• Partner with business units to provide strategic insights and decision support on financial performance.
• Perform revenue and cost analysis to identify trends, risks, and opportunities for margin improvement.
• Support the annual operating plan and rolling forecasts, ensuring alignment with business objectives.
• Create scenario planning and sensitivity analysis for business strategies and investments.
• Track and report KPIs and business metrics to monitor operational and financial health.
• Collaborate with accounting teams to ensure accuracy of financial statements and compliance with policies.
• Assist in board presentations, investor decks, and ad-hoc strategic projects for executives.

• Conducted benchmarking analysis of revenue and cost structures of AMC and wealth management companies in India.
• Performed headcount management analysis to optimize resource allocation and improve efficiency.
• Designed and implemented ERP process manuals, and conducted employee training to ensure smooth adoption.
• Managed ERP system updates and enhancements as per business requirements.
• Led project management initiatives for stakeholders in joint ventures, including creating detailed timelines and tracking deliverables.
• Developed Power BI dashboards to provide senior management with actionable insights and performance overviews.

• Building Pricing models and Predicting future revenues
• Using MIS for Financial Modeling and Cashflow Analysis
• Financial Reporting and Data analysis
• Forecasting future financial performance by analyzing historical data, market trends, and macroeconomic indicators to identify potential growth opportunities and risks

• Gained exposure to various investment banking activities, including advisory services, capital markets, and corporate finance
• Developed proficiency in financial modeling techniques by building and refining complex Excel models to analyze investment opportunities and forecast financial performance

• Assessed and wrote rationale for mutual funds
• Revenue Growth Model development
• Prepared presentations and pitch for HNI investors.
• Suggesting Funds to client based goal planning.

• Participated in market research and data analysis including strategic consulting and problem solving

Load calculation for mobile towers.

Project management