Hemant Balyan

Co-Founder

Mumbai, Maharashtra, India15 yrs 4 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Founding partner of a successful investment firm.
Expert in evaluating high-quality businesses.
Proven track record in generating market outperformance.

Stackforce AI infers this person is a Fintech and Investment professional with expertise in public markets and business analysis.

Contact

Skills

Core Skills

Investment StrategyBusiness DevelopmentInvestment AnalysisDeal Closure

Other Skills

Financial ModelingManagement ConsultingBusiness StrategyValuationMarket EntryAnalyticsCompetitive AnalysisCorporate FinanceBusiness AnalysisStrategic ConsultingDue DiligenceMarket ResearchEnergy

About

I am a Founding Partner at YK2 Partners, which is a boutique investment partnership focused solely on the Indian public markets. Our investment strategy is to buy high quality businesses with a margin of safety and hold them for a long duration. Our portfolio is built with deep bottom-up, fundamentals-based research and is benchmark agnostic. We are an experienced team with a long track record of generating outperformance in the Indian markets. We aspire to serve long term oriented, like-minded investor partners who share our enthusiasm for the uniquely attractive India opportunity and are aligned with our way of capturing it. Since 2013, I have been investing in public equities and my fervor for this field has grown stronger. I enjoy evaluating businesses and the teams behind them, especially, delving into why certain business have historically been great and why some of them can continue to do well while others may slip into mediocrity. Outside of professional pursuits, I like to read autobiographies of entrepreneurs and follow the world of cricket.

Experience

15 yrs 4 mos

Total Experience

2 yrs 6 mos

Average Tenure

4 yrs 1 mo

Current Experience

Yk2 partners

Partner

Apr 2022 – Present · 4 yrs 1 mo · Mumbai, Maharashtra, India

www.yk2partners.com

Financial ModelingManagement ConsultingBusiness StrategyValuationMarket EntryAnalytics+8

Altavista capital

Vice President

Oct 2017 – Mar 2022 · 4 yrs 5 mos · India

Trifecta capital

Senior Associate

Jul 2015 – Oct 2017 · 2 yrs 3 mos · Gurgaon, India

Trifecta Capital, India’s first and largest Venture Debt Fund, provides alternative financing to new age businesses across sectors and stages of development. As a founding member, Hemant helped in establishing Trifecta Capital in 2015 and in setting up all the processes. He was responsible for sourcing investment opportunities, conducting business diligence, financial modelling, leading negotiation, documentation and deal closure.
He was promoted to Senior Associate in 12 months.
Focus sector was Consumer Internet. Nine investments including:
1) Urban Clap: India’s leading mobile marketplace for local services, helping customers hire trusted professionals
2) Rivigo: Logistics network providing unparalleled delivery time, while improving the quality of life of truck drivers
3) Pharmeasy: One of the largest pharmacy aggregators in India, connecting patients with pharmacy stores & diagnostics centres
4) Urban Ladder: India’s leading online furniture & home décor company

Financial ModelingDue DiligenceBusiness DevelopmentInvestment AnalysisDeal Closure

Piramal enterprises limited

Manager - CEO's Office

Jul 2014 – Jul 2015 · 1 yr · Mumbai Area, India

Hemant was a member of Mr. Ajay Piramal's (CEO's office) Investment and Strategy team.
The team’s focus was to chart the growth of the Financial Services platform at Piramal Group. His responsibilities included evaluation of organic and inorganic investment opportunities

Clean max energy solutions

Manager, Business Development

Jul 2011 – Apr 2012 · 9 mos · Mumbai

Clean Max Energy Solutions is a clean energy start-up which provided solar and gas based power generation solutions to commercial buildings on build-own-operate (BOO) basis. The firm was funded by Bessemer Venture Partners.
As a founding member, Hemant helped establish the firm in 2011. He was responsible for business development and also explored commercial and financial viability of solar rooftop plants.

Mckinsey & company

Analyst

Jul 2008 – May 2011 · 2 yrs 10 mos · Gurgaon

Hemant was a member of consulting team and worked on two projects (Jan-2010 to Jun-2011): 1) Operations transformation for leading logistics firm; 2) Turnaround of call centers of a global network storage client
He was a member of operations center of competence from Jul-2008 to Dec-2009 and developed optimization tools in the field of supply chain and service operations.

Clips-imag

Summer Engineering Intern

May 2006 – Jul 2006 · 2 mos · Grenoble Area, France

Motion Detection in Video Images
Developed a technique to calculate optimal homography based on least square optimization
To detect motion, found parabolic fit using differences in grey levels of pixels of consecutive images