Mridul Rajdeva Mahan

Kaillash K Sharma has joined MUFG India as Director, marking a strategic addition to the firm’s leadership team and reinforcing its focus on governance, regulatory adherence, and compliance excellence in the Indian market. With a distinguished career in compliance and legal leadership within the investment banking sector, Kaillash has previously served as Head of Compliance, Financial Crime, and Company Secretary at Investec, where he spearheaded initiatives to strengthen regulatory frameworks and operational resilience. His appointment is expected to bolster MUFG Securities India’s compliance infrastructure, aligning with its strategic growth plans. Before his current role, Kaillash held senior positions at leading global financial institutions, including Senior Compliance Manager at CLSA, Assistant Vice President – Legal & Compliance at Nomura, and Compliance Officer & Company Secretary at BNP Paribas Corporate & Institutional Banking (CIB). He began his career as Assistant Manager – Compliance at HDFC securities, gaining foundational expertise in financial regulations and securities compliance. With extensive experience across multiple prestigious organizations, Kaillash brings a proven ability to safeguard institutional integrity while supporting business growth within regulatory frameworks. #KaillashKSharma #MUFGSecuritiesIndia #ComplianceLeadership #InvestmentBanking #RegulatoryExcellence #CorporateGovernance #FinancialCrimePrevention #BankingSector #CLSA #Nomura #BNPParibasCIB #HDFCSecurities #cxolanes

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In a recent article from VCCircle , Ankur Jain, CFA, MD, Private Credit Strategies at InCred Alternative Investments, sheds light on how private credit investors can navigate India’s rapidly evolving special situations landscape. He explores how regulatory reforms, capital scarcity, and distressed asset resolution frameworks are converging to create compelling opportunities for investors, particularly in sectors like infrastructure, real estate, and manufacturing. With India’s private credit AUM projected to hit $60–70 billion by 2028, Ankur highlights why this asset class is no longer a niche play but a growing frontier for alpha generation, provided one has the expertise to manage the complexity. 👉 Tap here to read the full article: https://lnkd.in/dpdS_y6V For investment inquiries or to learn more about our private credit strategies, reach out to: [email protected] #PrivateCredit #SpecialSituations #AlternativeInvestments #DistressedAssets #IndiaInvestment #InCredInsights

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💡Navigating the Indian Market: Insights from Anand Gupta This morning, our Lead Portfolio Manager for Indian Equities, Anand Gupta,CFA, joined John Patrick (JP) Ong on CNBC Asia to share his latest views on the Indian market, the impact of H-1B visa policies, and why he sees compelling opportunities in Indian equities. 🔍Market Outlook & Economic Momentum Anand remains constructive on Indian equities, anticipating continued earnings growth and GDP acceleration. He noted that India has delivered 10%+ earnings CAGR and 6%+ GDP growth over the past decade - a trend he expects to continue. Recent policy shifts, including the reversals of risk management and liquidity tightening measures by the Indian government, along with consumption stimulus initiatives like GST reforms and income tax cuts and, are contributing to this positive outlook. 📈Earnings Transmission: What to Expect Anand noted that macro developments, such as GST reforms and GDP upgrades, typically take about six months to influence corporate earnings. He is confident that the market will soon see the benefit from these reforms, with signs of recovery already emerging in the rural economy and various sectors. Recent upgrades from agencies like S&P and OECD also indicate positive impacts on the economy. Anand expects a re-acceleration in corporate earnings within the next two quarters, despite current earnings lagging due to bank net interest margin compression and geopolitical tensions. 🌐H-1B Visa: Limited Long-Term Impact on IT While the H-1B visa issue has drawn attention, Anand believes it poses limited long-term risk to Indian IT. Over the past decade, Indian IT services have reshaped their business model, raising local onshore U.S. hiring from 6% to 18%. Even if H-1B usage were to fall to zero, only about a 5% increase in local hiring would be required, taking the proportion of U.S. locals to around 23%. This adjustment is estimated to have just a ~3% impact on earnings per share. Moreover, with about 70% of IT services still delivered offshore, the sector’s strong offshore base further insulates it from risks tied to local hiring constraints, underscoring its resilience. 💰Valuations: A Rare Opportunity Anand pointed out that the price-to-book ratio of MSCI India relative to MSCI ACWI is near a 15-year low, almost two standard deviations below its long-term average. Furthermore, India's Price-to-Earnings Growth (PEG) ratio is now more aligned with other Asian markets. He believes that current valuations present a compelling opportunity for long-term investment, marking this as one of the most attractive times in recent history. #India #IndianEquities #visa #MarketInsights

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“IPO volumes will continue to witness sequential growth in India”. In a recent interview with Moneycontrol, our India Head of Corporate Coverage and Advisory, Ganeshan Murugaiyan, shared his outlook on domestic capital markets. 1️⃣ He expressed confidence in the strength of the domestic #IPO market 2️⃣ Outbound M&A activity remains robust across #pharma, #IT and industrials 3️⃣ Indian corporates continue to pursue strategic acquisitions aligned with their long-term growth Read the full interview: http://bnpp.io/gIPx50WPoBX

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While HNIs traditionally receive bespoke private banking services, the mass affluent class (₹10–50 lakh income) remains under-served. 💼 YES SECURITIES' Dhiraj Padiyath, Head – Products & Platforms, shares how hyper-personalisation in wealth through new-age tech can bridge this gap. 🌐📊 🔗 Read the full article here: https://lnkd.in/gUGx3XzT Disclaimer: https://bit.ly/3DZqs3K #YESSECURITIES #HyperPersonalisation #WealthManagement #MassAffluentIndia #TechInFinance #WealthWithWisdom

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Piyush Arora has been appointed as Head of Corporate Strategy and Investments at Turbostart, bringing over two decades of experience in strategy, financial advisory, and growth planning. In his new role, he will lead strategic initiatives, oversee investment opportunities, and contribute to strengthening Turbostart’s mission of building a global startup ecosystem.   Before joining Turbostart, Piyush served as Chief Commercial Officer at GUS Global Services India Pvt. Ltd., where he drove strategic business plans, digital transformation, financial planning & analysis, and partnerships with academic institutions. Earlier, he was Senior Director – Business Strategy at GUS Global Services, Edvancer, and Edology India Education, focusing on long-range planning, growth strategy, and cross-functional business operations alignment.   Earlier in his career, Piyush worked at Mazars in India as Partner – Financial Advisory, where he established the M&A practice, and spent over a decade at Deloitte India rising to Director, advising private equity funds and strategic investors on due diligence and deal negotiations. With this appointment, Turbostart reinforces its strategic leadership as it scales investment operations and deepens support to startups. #CeoOutlookGlobal #turbostart #leadershipappointment #corporatestrategy #investments #startupecosystem #strategicleadership #financialadvisory #growthstrategy #venturecapital #businessstrategy #executiveappointment #innovation #entrepreneurship #startups #investmentstrategy #leadershipmove #digitaltransformation #businessgrowth #strategicplanning #globalstartups

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Vinay Jaising, CIO and Head of Equity Advisory at ASK Private Wealth, shares key factors that could support India’s equity market outlook with Mint. He highlights that a recovery in consumption-led earnings and a pickup in private capex, supported by recent rate cuts, could drive the next phase of market momentum. Read the detailed feature here: http://bit.ly/3IPZvI1

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Throughout Kotak Mahindra Bank’s growth journey, Uday Kotak has consistently emphasized institution-building over individual recognition. In his Leading Asia interview, he shares why focusing on principled actions and thoughtful inputs matters more than chasing legacy or short-term metrics. Read his full conversation with McKinsey's Joydeep Sengupta: https://mck.co/4n4rFhi

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RBI approves SMBC’s acquisition of up to 24.99% stake in YES Bank YES BANK has secured RBI’s nod for SMBC’s 24.99% stake purchase, a major step in its turnaround journey since the 2020 rescue led by SBI and other lenders amid mounting bad loans and governance lapses. #RBI #SMBC #YESBank #SMBCDeal #Banking https://lnkd.in/g6wUMjW8

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