Where Trust Meets Finance: Your Reliable Corporate Partners for Resource Mobilization
The firm is an esteemed investment boutique headquartered in Mumbai, registered with SEBI as a PCG Equity Broking/PMS (Portfolio Management Service) and a Category – I Merchant Banker. The firm's primary focus is the Indian markets, supported by seasoned experts within the Indian capital market arena. As members of NSE, BSE, NSE (F&O), and CDSL (Depository Participant), the firm possesses comprehensive market access and credibility. Distinguished as the preferred and exclusive corporate advisors for prominent business entities, the firm specializes in providing expert guidance on corporate structuring, structured financing, and a range of resource-raising options.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
SEEKING ALPHA
Large Cap
Rahul Pawar
Head – IT
His extensive career spans over twenty-four years within financial sector companies. In his role, he is entrusted with the development of IT infrastructure and the seamless management of day-to-day operations pertaining to Information Technology, Network, and Connectivity.
Sanjay Soni
Head – Finance
Sanjay contributes over 20 years of valuable experience in Finance & Accounts, enriching the team with a wealth of knowledge and expertise in this domain.
Sharad Mestry
Head – Operations
Sharad arrives with an extensive 27-year background in stock market back office operations. He holds responsibility for overseeing the entirety of Depository Participant Services, leveraging his wealth of experience to ensure efficient and effective operations within this domain.
Ankur Sharma
VP – Investment Banking
Ankur brings over nine years of experience in Equity Capital Markets, Valuations, and allied Merchant Banking Services, showcasing proficiency in navigating the complexities of Issue Management. With a robust track record, he has successfully managed diverse capital market transactions, encompassing IPOs, and QIPs, accumulating a cumulative size exceeding INR 2,000+ Crs.
Rajesh Mody
Has been in the Capital Markets since 1990, having a vast and varied experience in the Stock Markets. Has been in Derivatives markets since its inception on NSE and trained over 250+ people as successful traders in Options Market besides acting as a Team leader and Mentor for them. Apart from his experience in Business development and team management, his Forte is devising Options Strategies and hardcore Risk Management. Currently Heading our Algo Desk at Newberry.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Lukka Vasunath
Research Analyst
PGDM in Securities Market (NISM)
Engineering degree from St. Peter's Engineering College. PGDM in Securities Market from National Institute of Securities Markets (NISM), Mumbai.
Suraj Saraogi
BoardPromoter Director
LLB, CTE, BBA
Suraj enriches New Berry with decades of experience in financial services, beginning humbly as an Associate with the Confederation of Indian Industries (C.I.I.) and ascending to notable achievements in Capital Market and Investment Banking. Throughout his career, Suraj has been acknowledged for his ingenuity in crafting innovative solutions for the clientele, cementing his reputation as a forward-thinking professional in the field.
Sangeet Lakkar
BoardExecutive Director
CFA, ACA, ACS
Sangeet, an All India Rank Holder Chartered Accountant & Company Secretary, boasts a decade of experience in various domains allied to Finance and Risk management. Among his 17 years in Capital Markets, he holds a Charter from the International CFA program by the CFA Institute (United States).
Amit Rungta
BoardDirector – Corporate
Amit contributes over 12 years of expertise in Finance and Risk Management to New Berry. In his role, he spearheads operations and oversees internal controls, ensuring streamlined and effective functioning within the organization.
Karan Saraogi
BoardVP Operations
Karan Saraogi, educated at the University of Southern California in Econ/Math and Industrial Engineering, and a CFA Level 3 candidate. His background includes serving as a technological lead, where he developed a platform managing over 500 employees and 18,000 cars at Everest Fleet. Currently focused on creating proprietary algorithmic strategies, Karan adds a valuable technological perspective to Newberry's endeavors.
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