Saket Mehrotra

CEO

India12 yrs 7 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in identifying market inflection points.
  • 5,000+ daily newsletter readers.
  • Strong background in Indian equities and fixed income.
Stackforce AI infers this person is a Finance expert with a focus on investment strategy and market analysis.

Contact

Skills

Core Skills

InvestmentsFinancial Analysis

Other Skills

Market ResearchValue InvestingBudgetingTreasury ManagementAccountingMicrosoft ExcelMarketing StrategyStart-upsCorporate FinanceBusiness StrategyCompetitive AnalysisPowerPointLeadershipPublic SpeakingPresentation Skills

About

I've been wrong about markets. Publicly. And that's exactly why 5,000 people read my newsletter every day. For 16 years I've tracked Indian equities, fixed income, and REITs — first at ITC then at PMI, now working in a family office. I got good at spotting sector inflection points before the crowd did. Hotels before the travel boom. Piramal Pharma before the demerger. Music Streaming when it was not even covered by the sell - side, the 8th Pay Commission consumption play that most analysts haven't modelled yet and a lot more. Every morning at 8am I publish Beta to Alpha — a Substack where I break down one idea in depth. No fluff, no 47-point frameworks. Just the thesis, the data, and the risk. 5,000+ readers. Growing daily. What I write about: → Indian consumption & discretionary → Fixed income & credit → REITs & real assets → Family office & wealth management If you're a serious investor in Indian markets, follow me here or on Substack (link below). Currently: Running a webinar on the Growth Titans of Q3 on 15th March, the flagship quarterly webinar of Beta to Alpha readers. Register here: https://pages.razorpay.com/pl_SGQnu7SAhpcXuI/view

Experience

12 yrs 7 mos
Total Experience
2 yrs 7 mos
Average Tenure
5 yrs 7 mos
Current Experience

Tusk investments

Senior Associate - Equities

Nov 2020Present · 5 yrs 5 mos · Kolkata, West Bengal, India · Hybrid

  • As the first external hire, I shape our investment strategy by applying a private equity mindset to public markets, prioritising value-conscious opportunities with strong growth accelerators. Leveraging deep expertise in equities, I drive portfolio performance through rigorous analysis, disciplined risk management, and innovative strategies to maximize long-term value creation.
  • Since 2020, we have made bold bets in sectors covering Music Streaming, Capital Goods, FMCG, Healthcare, Water Recycling, Financials, Hospitality and Asset Management Companies.
  • Tusk Investments is one of East India's largest family offices with an AUM of USD 150 mn+
Financial AnalysisMarket ResearchInvestmentsValue Investing

Beta to alpha

Chief Curator

Sep 2020Present · 5 yrs 7 mos · India

  • A newsletter around finance, investing and biases read by 4,000+ members from around the globe

Investing.com

Contributing Writer

Jun 2020Aug 2021 · 1 yr 2 mos

  • Investing.com is the world's most viewed website when it comes to Finance and Investing. I contribute articles on various companies from time to time.

Philip morris international

Budget Analyst

Jun 2020Nov 2020 · 5 mos · New Delhi, Delhi, India

  • Preparation and analysis of the annual budget to ensure adherence to targets set by the regional headquarters
  • Formulation of an ROI framework to evaluate the increase in commercial spends w.r.t. incremental sales
  • Liasoning with the global shared services team to align smooth operations w.r.t. Treasury and other functions
BudgetingFinancial Analysis

Moneycontrol.com

Contributing Writer

May 2020Jul 2021 · 1 yr 2 mos

  • Moneycontrol.com is India's premier website for everything related to finance and investing. I contribute articles around dos and don't in financial markets.

Itc limited

Assistant Manager - Finance & Treasury

May 2017Jun 2020 · 3 yrs 1 mo · Gurgaon, India

  • Divisional Forex and Treasury Function - Hotels Division
  • Assisting operating hotels with fund flows
  • Daily reconciliation of inflows and outflows
  • Taking forward covers for foreign currency to hedge exchange fluctuation risks
  • Analysing Tax Positions with respect to foreign entities to control costs for the company in terms of lower tax outflow
  • Implementation and monitoring of process to ensure savings in compliance costs of INR 12 Lakhs annually
  • Liaising with banks on an ongoing basis to effectively manage banking services, negotiate costs
  • Strengthening governance norms by executing value limits for all the hotels for bank signatories and monitoring it on an ongoing basis
  • Assisting in applying for SEIS scrips under the Foreign Trade Policy 2015-2020
  • Liaising with Trade Bodies such as HAI, FHRAI for providing key budget proposals to Ministry of Finance
Financial AnalysisTreasury Management

Pedagoge

Associate

Dec 2015Aug 2016 · 8 mos · Kolkata Area, India

  • Pedagoge is a NASSCOM 10,000 start-up company which helps in connecting private tutors for various academic and non - academic activities throughout the city of Kolkata. The stint was quite interesting as I was able to wear multiple hats (across Finance, Marketing, Operations, Human Resources and Business Development) and work in a start-up atmosphere among a team of really talented and dedicated people. Some of the roles and responsibilities included
  • Preparing the initial structure of the company blog along with formulating guidelines and editorial policies
  • Assisting the Business Development Team with getting more registrations from coaches and generating leads for the same
  • Preparing a go to market strategy and help the team in trying and testing different options and versions of the plans
  • Being a part of the Marketing team and assisting in formulating both online and offline marketing strategies including print, digital, social media and cinema
  • Coordinating between the design and finance team to get the marketing collateral ready for various events in and around the city to promote the brand
  • Assisting the Human Resources Team with budgeting manpower requirements, shortlisting candidates and conducting interviews
  • Direct reporting to the CEO on various planned and non - planned tasks and action plans

Itc limited

Corporate Finance - (Strategic Planning) Trainee

Sep 2014Sep 2015 · 1 yr · Kolkata, West Bengal, India

  • Competition Analysis - Analysis of Quarterly and Annual Financial Statements, providing updates and insights on competition news, restructuring activities, shareholding pattern movement etc. assisting the Corporate Planning function to plan for their respective business divisions
  • Areas involving International Taxation, Transfer Pricing related to restructuring activities proposed to be undertaken by the Company; checking of excel templates related to feasibility analysis of ITC’s upcoming hotel projects, brand valuation of proposed acquisitions in order to assist the concerned manager.
  • Assisted in preparation of appreciation note for ITC’s entry into new category, “Coffee” involving evaluation of business plan
  • Preparation of Daily and Weekly share price reports of Domestic and International competitors of ITC Ltd. for senior management
  • Preparation of detailed Company profiles covering detailed aspects related to financial, operational and non – financial parameters for study by the divisional managers and senior management for deeper understanding of competitors and evaluation of acquisition opportunities.
  • Preparation of ad-hoc summary and research reports related to accounting standards, tax provisions, Companies Act
  • Checking of annual accounts of some Subsidiaries and Joint Venture companies of ITC Ltd. during closing period

Statement

Chief Executive Officer

Jan 2013Sep 2014 · 1 yr 8 mos · Kolkata Area, India

  • This was my first stint at entrepreneurship. Having read 'How I Braved Anu Aunty and co-founded a million dollar company' was the exact book that triggered me to give a shot at entrepreneurship. STATEMENT was about ready-made T-Shirts with a unique USP of not repeating the same piece or same design again. This posed another set of challenges where you literally had a new SKU every day. This stint single-handedly taught me practically about P2P cycle, vendor management, delivery partner reliability, a cash collection cycle, working capital management - all from first-hand experience. Starting with a seed capital of USD 170, STATEMENT did a lifetime sales of USD 3,000 an 18x return on seed capital.
  • STATEMENT did not have a website and relied on a referral model to build a loyal 1,000+ customer base in a Facebook Group. This group was also instrumental in piloting the P2P model of ensuring negligible default rates while undertaking 'Cash After Delivery'.
  • STATEMENT was also used as a case study for my final semester project presentation. The dissertation is attached for your reference. (This secured a score of 98/100 - highest in the batch of 2011-14 in St. Xavier's College, Kolkata)
Financial AnalysisAccounting

Kapoor mehrotra and associates

Articled and Audit Assistant

Sep 2012Sep 2014 · 2 yrs · Kolkata Area, India

  • Key Assignments (Internal, Statutory and Tax Audit) involved clients engaged in manufacturing of chemicals, trading of Furniture, Real Estate, Banking, transportation, oil marketing and transportation, trading of wastepaper etc.
  • Conducting audit independently by visiting the entity, understanding its business environment, structure and controls and highlighting areas of risk to the audit manager and the business entity after detailed checking of accounts, Internal control system, accounting methods & procedures followed by clients
  • Checking the applicability of various Accounting Standards & Provisions of Companies Act
  • Conducting assessment of Individual entities from preparation of accounts to filing of tax returns
  • Drafting submissions for hearing fixed before the CIT(A) and ITAT for various assessment years on varied issues
  • Conducting ROC Compliance related filing work – Form 20B, 23AC and 23ACA

Aiesec

Team Member

Jun 2011Dec 2012 · 1 yr 6 mos · Kolkata, West Bengal, India

  • Team Member - OGIP (Outgoing Exchange, Global Internship Program)
  • National Strategy Conference 2012 - Delegate of the Kolkata contingent
  • Established in the year 1948, AIESEC is the world's largest student-run organisation present in over 107 countries with over 50,000 active members and 8,00,000 Alumni. Focused on providing a platform for youth leadership development, AIESEC offers young people the opportunity to participate in international internships, experience leadership and participate in a global learning environment.

Education

The Institute of Chartered Accountants of India

Chartered Accountant

Jan 2011Jan 2016

Indian Institute of Management Ahmedabad

Functional Excellence Series — Finance

Jan 2019Jan 2019

St. Xavier's College (Autonomous), Kolkata

B.Com (Hons.) — Marketing

Jan 2011Jan 2014

The Institute of Company Secretaries of India

Company Secretary

Jan 2011Jan 2015

Bharatiya Vidya Bhavan, Kolkata

A.I.S.S.C.E.

Jan 1998Jan 2011

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