Sagar Lalwani
Associate @Finavenue Growth Fund
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WORK HISTORY
Associate @Finavenue Growth Fund
Mumbai, IN
EDUCATION
Poddar International College, Jaipur
Bachelor of Commerce - BCom, Business/Commerce, General
Financial planning standards board ltd
CFP, Finance and Financial Management Services
ABOUT SAGAR LALWANI
Finance professional with ~4 years of experience across venture capital, equity research, corporate finance, and financial planning. Skilled in evaluating startups, managing client portfolios, and delivering investment strategies that balance growth with risk.Core ExpertiseStartup evaluation and investment thesis preparation (300+ startups assessed, 40+ theses prepared)Portfolio management and financial planning (₹25 Cr+ AUM managed across 150+ clients)Valuation techniques: DCF, comparables, transaction multiplesFundraising, due diligence, and investor engagement (₹40 Cr+ raised across 25+ startups)CredentialsCFA Level II ClearedCertified Financial Planner (CFP)I am passionate about combining analytical rigor with practical insights to help investors, businesses, and individuals achieve their financial objectives.Let’s connect to share ideas, explore opportunities, and build meaningful collaborations in the world of finance.
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