Perusal Global Team

Our team possesses rich experience in the financial research space and has executed projects across sectors, geographies and served a diverse clientele including corporates, PE/VC funds, asset managers, investment banks, hedge funds, and so on. They have exposure in executing a wide range of research assignments, including equity research, market research, consulting assignments, and corporate content management projects. Our tightly knit and highly motivated team works passionately to meet project deadlines and endeavors to consistently deliver high-quality outputs within committed deadlines while maintaining service level standards. The strength of our team emanates from impressive academics, domain expertise, superior creative talent, and strong capabilities in editing and formatting.

We have an in-house creative team that has immense experience in designing and formatting reports on par with international standards. We have also invested in-house photography equipment for enhancing the visual appeal of corporate content. The writing and editing experience allows us to present complex facts and figures in an interesting manner to completely engage and persuade the reader.

Key People

Shyam AgarwalFounder & CEO

Shyam has over fifteen years of experience in consulting, corporate advisory, business research, and investment research, including extensive exposure to primary research. He has rich consulting experience across industries including food & beverages, education, e-commerce, hospitality, retail & real estate, technology start-ups, alternate energy, infrastructure, and logistics. He has a strong understanding of business fundamentals and hands-on experience in devising business strategies and funding plans, backed by financial analysis and valuation. Shyam has been instrumental in facilitating spadework for raising funds from private equities for several start-ups and growing companies.

Shyam has been responsible for setting up research teams for institutions big & small, migrating processes as well as client servicing & account management. As a founder of Perusal Global, he imparts strategic direction to the board, develops organizational culture, and builds company branding. Having graduated in commerce from Mumbai University, he is a qualified Chartered Accountant with an additional human resources qualification from XLRI Jamshedpur, India.

Stephan HorvathBoard Advisor

Stephan brings with him over 20 years of international C-level experience in working for network agencies and consulting companies. He is adept in combining strategy and innovative technology to drive business in North America, Europe, the Middle East, and Asia.

At Perusal Global, Stephan is an Advisor to the board, strategizing and building the firm’s consulting and research practice. As a founder of Ideations, Stephan advise tech clients and tech funds with business and innovation strategies. He holds a Master’s degree in economics and computer science from the Technical University of Stuttgart, Germany and is a frequent keynote speaker at international conferences.

Ian WilkinsBoard Advisor

Ian has over 30 years of financial services experience and has focused exclusively on the asset management sector since 1998. Based in the UK, Ian is an Advisor to the board of Perusal Global on private and public market asset managers.

Ian is currently a Partner at Lancea LLP and previously held the position of Senior Director in Franklin Templeton’s international division where he spent over 16 years. Ian holds the Investment Management Certificate, Advanced Financial Planning Certificate and completed a bespoke Executive programme at Berkeley Hass School of Business.

Jose Paul MartinBoard Advisor

Jose Paul Martin is a private equity investor & advisor with over 15 years of experience focused on investing in the US, Europe, the Middle East, and Asia across a variety of industries. A former management consultant, he has also assisted investing over USD 300 million and represented investors at the board level as a director, observer, or advisor.

Having studied at Columbia Business School, New York, he is currently running a corporate & strategic advisory firm & setting up a micro venture fund.

Stuart MilsonVice President - Sales

Stuart has over thirteen years of experience in the financial services industry.

Stuart started his career at PwC and later worked in the treasury of a large Australian bank before gaining international experience in London, working at Barclays Capital and Royal Bank of Scotland.

At Perusal Global, he is responsible for developing business across verticals in Australia.

He holds a Master of Commerce (Accounting and Finance) from The University of Sydney.

Sushant GaikwadVice President - Sales

Sushant started his career in investment & market research and has handled over 50 clients from across the globe. After 12 years of rich experience in research & consulting, he shifted to business development and sales strategy role in 2016. Sushant joined Perusal Global in 2018 to lead the sales department and is responsible for client database, business development, and account management.

He holds a Bachelor’s degree in Engineering and an MBA qualification from Mumbai University.

Manish ChowdhuryVice President - Research

Manish has a professional experience of over ten years in business research, investment research, and consulting, with a strong understanding of business fundamentals across sectors and possesses rich exposure to varied research assignments. At Perusal Global, Manish leads buy-side research, corporate content management, and consulting assignments.

In his prior engagement, he has closely worked with global PE funds, hedge funds, brokerage firms, and investment banks. He was also instrumental in setting up numerous financial research engagements from scratch. In the past, he has worked on research deliveries across the gamut of areas, including investment research, business insights, consulting, and broker research. He carries a wide range of experience in managing client relationships and varied stakeholders as well as expertise in managing / growing large cross-cultural teams. He holds a Bachelor’s degree in Engineering and an MBA from Mumbai University.

Nagesh DeshpandeVice President - Research

Nagesh brings with him more than ten years of rich experience in business research, investment research, and consulting, focusing on the Indian, European, and Middle East markets. At Perusal Global, Nagesh is responsible for driving equity research and consulting assignments. He has successfully handled several new assignments and contributed significantly to setting up new deliverables for the client in the past.

In his previous engagement, he has spent about four years leading the dedicated equity research team of analysts for the asset management arm of a leading financial institution in the GCC and was directly responsible for client engagement and deliverables. Prior to this, he has worked on several assignments in various verticals such as business consulting, market insights, strategy building, among others, catering to global PE funds, investment banks, global broking houses, and venture capital firms. He possesses extensive experience in client engagement, team handling & management, and leading projects across sectors and geographies. He holds a Bachelor’s degree in Engineering and an MBA from Mumbai University.

Suraj DubeyAVP - Research

Suraj has a professional experience of more than seven years in investment research, focusing on the US and GCC markets. He brings in strong understanding of business fundamentals across industries and geographies. He has been instrumental in setting up the teams and deliverables for the clients. At Perusal Global, Suraj is responsible for spearheading the investment research assignments for sell-side clients.

In the past, he has actively worked with investment banks, brokerage firms, assets management companies, and corporates. Over the years, he has worked on varied research projects across the gamut of areas, including equity research, business research, deal advisory support, and consulting. He carries a rich experience in client management, team set up and handling, and leading projects across sectors and geographies. He holds a Bachelor’s degree in Commerce and an MBA qualification from Mumbai University.

Research Experience

The team comprises of people with rich experience in the financial research industry. Our talented team is skilled in corporate content, equity research, market research, consulting assignments, etc.

Creative Talent

We have an in-house creative team having immense experience in designing and formatting reports on par with international standards.  We have an in-house photography team and equipment for enhancing the visual appeal of corporate content.

Academics

Our seasoned team members are highly motivated professionals and work passionately to meet project deadlines, seamlessly delivering services to our clients without compromising on quality and services level standards. The majority of the analysts hold MBA, CFA, and CA degrees and have prior experience across several sectors.

Content Development

The writing and editing experience allow us to present complex facts and figures in an interesting manner to completely engage and persuade the reader.