Punit Agarwal

About Punit Agarwal

Experienced and accomplished VP with 14 years of expertise in Alternatives Fund…

Experience

1. Vice President

   Morgan Stanley

   Jun 2024 — Present · Mumbai, IN

   Lead financial reporting and operations for Infrastructure funds across India and global markets.• Collaborate with business units, legal, tax, accounting policy, and corporate accounting to review LPAs, PPMs, and fund structures for new launches.• Manage relationships with fund administrators and auditors, ensuring compliance with service-level agreements.• Designing and implementing deal and distribution mechanics across jurisdictions, optimizing funding flows and credit line repayment.• Review internal committee memorandums and Investor presentations for India funds.• Review capital calls, distributions, carried interest waterfall calculations and sign off on financial statements.• Driving stakeholder alignment with tax/legal advisors, bankers, custodians, and corporate secretarial teams to ensure timely and effective closures.• Developing FX and hedging strategies with banking partners to mitigate currency risk on cross-border transactions.• Support investment teams in investor reporting and fund track record presentations like valuation materials.• Review and approve various regulatory filings, including Form PF, ADV, SLT, SHCA, AIFMD, GST, Income Tax and SEBI.

Education

• SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

  Postgraduate Degree

• Certified Public Accountant (CPA)

  Certification

• Darrang College Tezpur Assam

  High school

• Delhi University

  Bachelor of Commerce - BCom

• The Institute of Chartered Accountants of India

  CA PCC