Varun Shah

Product - Sourcing & Marketing

• Sourcing of High Yield Bonds, PTCs, MLDs, Unlisted Equities through primary and secondary markets.
• Creating marketing collateral
• Conducting webinars for investor education

Marketing

• Oversee Public Relations for InCred Money
• Manage personal brand of the CEO via regular newsletters and LinkedIn posts
• Executed Marketing campaigns (including Out-of-home marketing & influencer marketing) for new product launches

Co-founded Earthy Route (www.earthyroute.com), a passion project that has developed into a growing slow fashion brand for men. Successfully increased distribution, streamlined processes, managed marketing campaigns, and oversaw website management. The brand continues to thrive without my active involvement.

Investments (Jan'19 to Apr'22)

Managed AUM of ~USD 3 Bn: Managed the portfolio of L&T, subsidiaries, trusts in a dynamic and research oriented manner. Increased the touch-points and relationships and introduced more instruments for investing.

Multiple Instruments: Proficient in investing and trading various instruments including G-Secs, Corporate Bonds, Mutual Funds, Interest rate Swaps, Equity derivatives, Stocks, etc.

Macro Research: Conducted in-depth macro research by monitoring economic indicators and collaborating with strategists, economists, and fund managers.

Retirement Funds: Responsible for managing the PF & Gratuity portfolios of L&T. Implemented active restructuring of the portfolios and met or beat the EPFO rate in all years without taking compromising portfolio quality.

Executive Assistant to EVP, Corporate Finance, Risk and Insurance – (Mar'18 – Dec'18)
Responsible for economic and sectoral updates, business collaboration, and bank engagement. Liaised with Corporate Finance, Risk Management, and Insurance functions to support decision-making.

Knowledge Centre, Corp Finance (Jul'17 – Mar'18)
Responsible for providing strategic sectoral updates & peer company information for L&T's businesses

Hedge Management & Treasury
Managed comprehensive FX hedge strategies for L&T Infotech, including exposure management and hedge accounting.

MIS & Investor Relations:

• Responsible for the preparation of investor presentation & Fact-sheet.
• IT Sector peer comparison.

Gokhale & Sathe is a midsize Chartered Accounting firm that has an established Assurance and Tax Practice. My work included statutory, tax and internal audits of private companies.