Sujay Kotak
Family Office | Investments | New Ventures | M&A | Joint Ventures | Strategic Partnerships
- Role
- Family Office Investments and New Ventures at VARUN BEVERAGES LIMITED
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Sujay Kotak
Finance professional with 20+ years of experience spread across Family Office, Venture Capital and Private Equity, Joint Ventures and Strategic Partnerships, Start-ups and New Ventures, Investment Advisory, Portfolio Management, Financial Planning & Analysis, Business/Strategy Consulting, Investment Banking, M&A and Corporate Finance.Proficient in Ideation/Origination, Analyzing Business Models and Financial Statements, Modelling and Valuations, Risk Assessment, Negotiations and Structuring, Board of Director Presentations, Documentation, Portfolio Monitoring, Exits.Articulate communicator with strong leadership skills, along with the ability in guiding teams in assessing/translating the client/principal’s needs into customized solutions in order to achieve the desired results.
Experience
Family Office Investments and New Ventures
Nov 2023 — Present · Gurugram, IN
RJ Corp is a diverse global conglomerate comprising food & beverages, quick service restaurants, retail, education and healthcare. Its flagship company Varun Beverages is the largest bottler for PepsiCo outside the US and the largest in AMESA. India’s 4th largest food and beverage company by market capitalization.• Comprehensive investment strategy, encompassing asset allocation, diversification and risk management that aligns with the promoter’s objectives• Analyze market data/trends and economic indicators to make informed investment decisions• Sourcing and evaluating investment ideas/deals, managing the investments, portfolio monitoring and exits• Sizeable allocation to direct investment portfolio, largely listed and unlisted equity investments• Closely monitor investment portfolio, regularly review and make adjustments in response to market changes• Identify potential risks in investments and take proactive measures to mitigate them• Regularly report investment performance, including gains, losses and market outlooks• Work closely with tax specialists and legal counsel, to ensure holistic wealth management• Bring a unique blend of expertise in financial markets, personal commitment to the promoter family’s values and a dedicated approach to risk management and wealth creation & preservation while upholding the highest level of confidentiality and integrity in managing sensitive financial information
Education
Government Law College, Mumbai
Post Graduate Diploma, Securities Law
2007 — 2008
University of Mumbai
Bachelor of Engineering, Instrumentation
1999 — 2003
University of Mumbai
Masters in Management Studies, Finance
2004 — 2006
Don Bosco High School - India
High School
1985 — 1997
Skills
- M&a
- Financial Modeling
- Investment Banking
- Valuation
- Corporate Finance
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