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Dheeraj Sood - International Finance, Portfolio Diversification, Project Finance, Overseas Direct Investment

CAREER

07/24- Date Advisor to the Board of Directors and Chairman

Shraddha Energy and Infraprojects Pvt. Ltd.

Strategic advisor to the Board of Directors and Chairman at Shraddha Energy and Infraprojects. which is diversified business conglomerate headquartered in Pune, Maharashtra, India, with a reputed presence in varied business sectors like irrigation, wind energy, real estate, agriculture, and sugar.
Advised the company on its overseas expansion (UK & other markets) plans by identifying areas for expansion and executing the entire Overseas Direct Investment (ODI) process.

10/24- Date Advisor to the Board of Directors

Brewholik Pvt Ltd.

Brewholik is a leading manufacturer and distributor of premium alcoholic beverages in India.
Raised debt financing of $1 mn. for its expansion plans.

01/21- Date Founder and CEO, Asquire Global Financial Solutions

Asquire Global Financial Solutions is a leading Independent advisory firm offering clients a powerful combination of personal financial advice and innovative solutions. We offer unparalleled access to diversified, low cost, low risk, innovative financial strategies that offer higher returns than traditional financial products. We construct customizable portfolios that match the investors’ style and risk profile.
The company is also an Insurance Regulatory and Development Authority of India (IRDAI) registered Corporate Agent with registration number CA 0926.

10/18- 12/20 deVERE GROUP

Financial Consultant at the world’s largest independent financial consultancy advising clients on global investments including structured notes, funds, real estate and residency and citizenship abroad programs based on clients’ financial objectives, resources, risk appetite and preferences
Advise clients on UK Pension Transfers and US asset transfers

12/16- 09/18 CERTUS FINANCIAL ADVISORS, NEW DELHI, INDIA

Managing Partner at financial services advisory firm providing Investor Relations, Analytics, and Fund Raising services
Raised Angel Round funding for Bangalore based start up

08/15- 12/16 INOX GROUP, NOIDA, INDIA

Group Head Investor Relations for Inox Group’s 3 listed companies- Gujarat Fluorochemicals, Inox Wind, and Inox Leisure where I executed the group’s IR strategy, global IR program and managed relations with FIIs, Hedge Funds and leading domestic institutional investors
Led the QIP funding and managed private equity deals for group businesses

06/12- 08/15 LANCO INFRATECH LIMITED, GURGAON, INDIA

Head Investor Relations for Lanco Infratech where I led the QIP, IPO and Investor Relations functions. Worked on $250 Mn. QIP of parent company and $300 Mn. IPO of group company.

B&K SECURITIES INDIA PVT. LTD., MUMBAI, INDIA 05/09- 06/12

Assistant Vice President in the International Institutional Equity Sales desk for this Top 4 domestic stock broking house, where I worked closely with the firm’s research analysts and analysed, refined, and communicated investment ideas on Indian equities to Hedge Funds, Pension Funds, and Mutual Fund managers and analysts in the Asia-Pacific region and domestic clients.
Managed and developed Indian equity research institutional sales accounts.

ACADEMIA

1. Jan 2024 IICA Certified Independent Director

2. Nov 2018 The Chartered Institute for Securities & Investment (The CISI) CISI Level 3 Certificate in Wealth & Investment Management ID (601/4579/1) International Certificate in Wealth & Investment Management ID(10573011)

3. Feb 2008 -Apr 2009 London School of Business and Finance, England | MSc. in Investing Banking and Securities (1st Class with Distinction)

4. 2006 Chartered Financial Analyst (CFA) 2000-2003

5. The University of Texas, Austin, Texas, USA Bachelor of Business Administration in Finance , Bachelor of Arts in Economics