Amit Agarwal

Senior finance executive with 20 years of expertise in FP&A, InvIT structuring, valuations, debt restructuring, and investor relations across infrastructure, PE, and capital markets. Proven track record in dynamic financial modelling, long-range planning, and capital optimization, having been part of transactions exceeding INR 90 Bn that unlocked cash flow efficiency, reduced WACC, & enhanced stakeholder value. Recognized for turning around distressed assets, executing large-scale divestments/IPO, & driving governance excellence in line with SEBI, RBI, and other regulatory bodies.

Adept at building high-performing finance teams, implementing automated MIS/reporting frameworks, and influencing board-level decision-making. Trusted advisor to CXOs, lenders, rating agencies, and regulators with a reputation for delivering strategic insights, investor confidence, and sustainable growth.

Assistant Vice President — Strategy, Resolution & Finance - Roadstar Investment Managers Ltd – Investment Manager of Roadstar Infra Investment Trust (InvIT) - Mumbai

(2024-09)

• Led SEBI-compliant InvIT valuation, distributions, and NDCF modeling with full precision and regulatory adherence.
• Partnered with the CEO/CFO on cash-flow optimization, capital planning, and restructuring to strengthen liquidity.
• Evaluated greenfield and brownfield infrastructure projects worth INR 30 Bn, ensuring IRR thresholds and risk parameters.
• Oversaw resolution of 15% of IL&FS Group debt (INR 1 lakh crore) via asset divestments, debt restructuring, & Termination.
• Structured & launched INR 91 Bn InvIT for six distressed road assets & executed INR 45 Bn IPO, setting valuation benchmarks.
• Non-InvIT divestments worth INR 77 Bn & InvIT restructured INR 46 Bn project debt, correcting & improving stability.
• Delivered INR 4,600 Cr InvIT project debt restructuring, reducing weighted average cost of capital by 250 bps.
• Developed annual budgets for an INR 1,200+ Cr P&L & implemented an MIS framework, cutting reporting turnaround times.
• Managed investor relations for InvIT unitholders, achieving 100% on-time quarterly reporting and greater transparency.

Senior Manager – Finance - IL&FS Transportation Networks Limited – Infrastructure & Transport - Mumbai

(2020-07 - 2024-08)

• Engineered advanced financial models and valuations, updating historical data and forecasting with key business drivers.
• Provided input to Legal & Secretarial teams and directed due diligence with consultants and investors for acquisitions.
• Treasury optimization & liquidity management strategies, freeing idle cash & improving capital structure.

Assistant Vice President - Edelweiss Broking Ltd – Alternate Investment Funds (AIF) - Mumbai

(2020-04 - 2020-06)

• Financial management of AIF portfolios spanning Infrastructure, Real Estate, Distress, and Opportunity Funds.
• Oversaw Investors distributions & optimized Fund IRR and Deal IRR in INR & USD for maximum investment returns.
• Transitioned private-equity fund distribution from outsourced to in-house, reducing cycle time and improving accuracy.
• Analyzed LPAs, Contribution Agreements, and regulatory documents to extract critical data.
• Engaged independent valuers for investment valuations & prepared ILPA-format investor reports with exceptions.

Manager – Finance - IL&FS Transportation Networks Limited – Infrastructure & Transport - Mumbai

(2014-11 - 2020-03)

• Directed special projects by defining requirements, priorities, and strict deadlines to meet board and investor goals.
• Executed NAV, Project IRR, DSCR, WACC, ROE, ROCE, EV & Equity value calculations, & trend analyses to guide choices.
• Led financial modeling & valuation of 20+ BOT projects with annual toll/annuity revenues over INR 40 Bn.
• Led Impairment testing of Investments based on financial modeling of 20+ BOT projects of toll/annuity.
• Prepared and reviewed Information Memoranda and reports, delivering actionable variance analyses across scenarios.
• Formulated annual budgets and long-term strategic plans for all units, improving forecast accuracy and allocation.

Manager – Finance - Embros Industries Pvt. Ltd (IBH Group) - Mumbai

(2008-06 - 2014-10)

• Managed full-cycle finance and accounting operations, including finalization of accounts, statutory audits, and taxation.
• Oversaw Overseas Direct Investment (ODI) remittances, foreign exchange forward bookings, and regulatory compliance.
• Built three-statement financial models for acquisition projects, from development through financial closure.
• Prepared project feasibility appraisals and tender costings; administered EPC project accounting and cash-flow tracking.

Audit Operation Head - SDP & Associates Chartered Accountants - Mumbai / Kolkata

(2003-11 - 2008-06)

• Led internal, tax, statutory, & stock audits for diversified corporate and banking clients to ensure accuracy & compliance.
• Evaluated credit applications & performed financial statement analysis to determine borrower creditworthiness for banks.
• Conducted ROC searches, charge verifications, & on-site collateral inspections of inventories & receivables for the corporation.

Chartered Accountant - CA - Institute of Chartered Accountants of India

Cost & Works Accountant Inter - CWA Inter - Institute of Cost Accountants of India

CFA Charterholder - CFA - CFA Institute, USA

Advanced Financial Modeler - Advanced Financial Modelling - Financial Modeling Institute (FMI) Institute, Canada