GURPREET S ARORA

Tel: +91-9594961368 Email: gurpreet.arora15@gmail.com DoB: August 15, 1983 Gender: Male

PROLOGUE
▪ Consummate investment professional with a firm belief in fundamental research and value investing coupled with
a passion for stocks and entrepreneurship. Over fifteen years of relevant and cross-cycle experience in the India
capital market. Currently working with Aviva Life Insurance as an independent Equity Fund Manager

▪ High energy initiator with good comprehension of macro-economics, investment options, depository services,
financial markets and accounting. Experience across varied and fast paced BUY-side environments: Corporate
Treasury, Family Office, PMS and Insurance. Looking to enlarge roles & responsibilities in the coming future

▪ Specialties include macro-economic analysis, bottom-up stock picking, thematic research and portfolio
management. Orientation in exploring the confluence of economics, politics and public policy to decipher current
affairs. A hyper-logical thinker with a fine blend of soft skills, EQ and IQ

EXPERIENCE CHRONOLOGY
Aviva Life Insurance Company India Ltd. Sept’ 2019- Till date
DVP- Fund Management
▪ Since November 2021 Co-Fund Manager for the total equity corpus and independent Equity Fund Manager for
three fund categories (Small Hybrids, PSU and Infra.). Also responsible for research on BFSI, Auto & Ancillaries,
Cement, Metals sectors
✓ 89% of the equity & equity-oriented funds in the last one year and 100% of the funds in the last three
years have beaten the benchmark. 31% of the funds in the last one year and 69% in the last three years are
within the top two quartiles. Active returns for small hybrid funds is above benchmark for both one and
three years period and PSU and Infra funds is below benchmark for one year while above for three years

✓ Identified key trends favouring real estate, home loans, unsecured loans, 2W premiumization and metals
cycle

✓ Driven the turnaround in the entire equity corpus in the absence of HoE during Sept-Dec’ 23 period

▪ Author the monthly equity commentary for policyholders. Regular collaboration with marketing and retention
departments and interaction with clients. Participation in IC presentations and periodic compliance. Evaluate the
strategic investments in prospective bancassurance tie-ups

Quest Investment Advisors Pvt. Ltd. Sept’ 2016- Aug’ 2019

Senior Research Analyst
Quest is a discretionary all equity only PMS promoted by ace capital market participants, Mr. Ajay Sheth and Mr. Bharat
Sheth and managed more than $300 mn. The portfolio approach was investing in undiscovered or turnaround stories
presenting sustainable high growth.
Concentration: BFSI, Capital Goods, Infrastructure/Construction, Auto, Oil & Gas and Mid-Caps.
▪ Identification and monitoring of equity investments across sectors; focus on proprietary idea generation along with
building exhaustive financial models. Persistent channel checks and periodic written reviews including SWOT
analysis of portfolio companies
✓ Notable stories identified included turnaround in ICICI bank, Kotak bank, Gujarat Gas, M&M, Voltas
and TNPL while others being Eicher Motors, Nesco, L&T, KNR, MCX, Mahindra Logistics, Petronet
LNG, New India Assurance (Sell) and Va Tech Wabag (Sell)

✓ Delivered sector presentations on BFSI and Paper industry and thematic on introduction of GST

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 ✓ During the tenure, the AUM grew from $100 mn to $400 mn and the fund outperformed the benchmarks
by 170-300 bps across various durations

▪ Led the construction and maintenance of the investment universe using proprietary tools & Bloomberg, portfolio
construction, development of risk management framework and client presentation templates

Siddhesh Capital Market Services Pvt. Ltd, June’ 2011- Aug’ 2016
Investments- Equity
Siddhesh Capital is the family office of Mr. Narotam Sekhsaria, the erstwhile Founder-Promoter & current Chairman-
Emeritus of Ambuja Cements Ltd. The portfolio approach was proactive investing in sustainable high growth stories across
market cap. sizes through a blend of top-down and bottom-up.
Concentration: Banking & Financial Services (BFSI), Capital Goods, Infrastructure/Construction, Power and Mid-Caps.
▪ Member of the core investment team with focus on both Public (Major) & Private (Minor) Equity and contributed
extensively at the high-level investment decision making process. Also mentored a squad of junior analysts

▪ Identification, execution and monitoring of equity investments; focus on proprietary idea generation with building
scrupulous financial models, forecasting cash flows and sensitivity tests. Meaningful contribution to the relatively
short-term opportunistic bets backed by fundamentals
✓ Notable stories identified included Federal bank, DCB bank, Ing Vysya bank, CUB, Bajaj finance,
Manappuram, MoSL, NTPC (sell), Engineers India, Astra Microwave, BEL, Havells, Blue Star, Sanghvi
Movers, Va Tech Wabag, Crompton Greaves (sell) L&T, MCX and Gujarat Pipavav Port amongst others

✓ Authored and presented annual BFSI sector & review reports along with thematic reports on Defence,
Railways, Roads, Life Insurance, Education loans and Gold loans

✓ Concluded many pre-IPO investments and PE deals mainly across Technology, Insurance, P2P, MFI and
SFBs

✓ Since 2013 responsible for co-management of $100mn portfolio piece with the principle which
outperformed the benchmark by 307 bps

Bajaj FinServ Ltd, Mumbai Feb’ 2009- June’ 2011

Research Analyst (Treasury)
Member of the core investment/treasury team working on the investments of the Bajaj group companies: Bajaj Holdings &
Investments, Bajaj Auto and Bajaj FinServ.
Concentration: Capital Goods, Infrastructure/Construction, Power and Mid-Caps
▪ Conducting extensive fundamental research of companies with regular written communication to the IC. IPO
study with detailed both pre-& post-IPO valuations analysis

▪ Activities included building & maintaining company models with projections & valuations, sensitivity tests, peer
comparisons, quarterly documented evaluation of portfolio companies and industry models
✓ Notable stories identified included AIA Engineering, NTPC, NLC, Engineers India, IGL, L&T, Birla
Corp and Gujarat Pipavav Port amongst others

✓ Authored and presented Power and Cement sector reports

✓ Meaningful contribution in designing the equity research process

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IL&FS Investsmart Securities Ltd, Mumbai Sept’ 2007- Jan’ 2009
Associate Research Analyst (Institutional Equity)
Concentration: Infrastructure & Construction and Real Estate
▪ Developed close familiarity with multiple sub-sectors within Infrastructure. Core activities included data mining,
modeling, analysis, projections & valuations, both management & client interface; Pre-IPO reports, Initial coverage
reports and contribution to daily morning reports
✓ Complete coverage of the above sectors and assisted the lead analyst in formal coverage of over 20 stocks

▪ Maintenance research involved writing regular updates on stocks in the form of quarterly earnings previews,
reviews and event-based updates. This also involved creation of a comprehensive industry database

ACADEMIC CREDENTIALS
Government Law College (GLC), Mumbai
Post-Graduate Diploma in Securities Law-PGDSL- 2010

M S Ramaiah Institute of Management (MSRIM), Bangalore

Post Graduate Diploma in Business Management- PGDBM- 2007
Dual Specialization: Finance and Insurance & Banking
▪ Finance club coordinator, banking club head, placement committee member, organized MDPs and community
service at NGO-Jannagraha

University of Lucknow
Bachelor of Commerce Degree- 2005
▪ College Topper in the 1st year and overall 3rd rank holder
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