Tipu Sultan

Investment Manager – Vice President

• Job Details:Led the valuation and acquisition of a $45m real estate portfolio (hotel, resort and office space). Managed a $120m AUM portfolio for PMS & AIF (real estate focused). Played a key role in financial due diligence and risk assessment for a $5m offshore investment deal (77 key 4 star hotel), preparing comprehensive investment report for internal investment committees. Involved in business operation streamlining, developing business plan and maintaining strong database. Instrumental in leading the successful exit of two investments for AIF fund with a CAGR of 23%, maximizing stakeholder returns and reinforcing the firm’s investment strategy. Collaborated with auditors to execute audits for investment funds, achieving 100% compliance with SEBI and market intermediary regulations.

Investment Analyst

• Job Details:Conducted in-depth market analysis and research on financial, social, and economic trends impacting the mutual fund industry. Led efforts in raising $55m via an NFO, driving investor engagement and enhancing the firm’s asset under management (AUM). Evaluated and compared AMC mutual fund products based on key performance metrics, developing competitor analysis reports and providing analytical insights. Participated in roadshow for UTI AMC IPO and interacted with anchor investor for IPO subscription. Collaborated with product & marketing team for marketing document/material.