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Stratgy advisor for Educational Institutions, Schools, Skills Development companies

My charges vary according to the work profile. But depending on the project I charge a Monthly Retainer fee and a Success fee of 20% of the project value minus the retainer amount. Services Offered: • Baseline and Impact Survey • Social Survey • Market Research • Project Management and Project Administration • Skills Development Project Management Typical deal size is between 20L to 2 crores INR We undertake both short term (6 to 12 months) and mid-term (12 months+) projects. Notable Past Engagements: 1. Name of assignment or Project: Development of Rural Craft & Cultural Hubs Year: 2008 - 2011 Location: West Bengal Client: UNESCO Main project features: Restoring the dignity of, and providing decent income opportunities for Handicraft Artisans through their ancestral traditional knowledge and skills. 2. Name of assignment or Project: Craftsman training Programme Year: 2010 - 11 Location: Odisha Client: State Institute for Development of Arts & Crafts (SIDAC) Main project features: Upgrading the skills of Artisans in Traditional Pattachitra, Terracotta and Applique work of Odisha. 3. Client: West Bengal Scheduled Caste and Scheduled Tribe Development and Finance Corporation (WBSCSTDFC) Year: 2015-16 Location: West Bengal Main project features: Upgrading the skills of Artisans in Traditional Kantha Stitch, Zari and Zardousi, traditional Embroidery of Bengal. 4. Name of assignment or Project: Deen Dayal Upadhyay National Urban Livelihood Mission Year: 2017 - 18 Location: Jharkhand Client: UDHD Jharkhand, Jharkhand Municipal Corporation Main project features: Upgrading the skills of Artisans in Traditional Embroidery, Zari and Zardousi, traditional Madhubani Printing and Embroidery of Jharkhand. 5. Name of assignment or Project: Upgrading the Skills and Training in Traditional Arts/Crafts for Development (USTTAD) Year: 2018 - 19 Location: West Bengal Client: Ministry of Minority Affairs Main project features: Upgrading the skills of Artisans in Traditional Kantha Stitch, Zari and Zardousi, traditional Embroidery of Bengal. 6. Name of assignment or Project: survey on all media, but especially the print medium, conducted by the Indian Readership Survey Council. Year: 2013 - 2014 Location: West Bengal, Bihar, Jharkhand Client: Indian Readership Survey Council 7. Name of assignment or Project: Campus Track - B-Schools & Tech Schools Year: 20014 - 2016 Location: Pan India Client: TCS, Tata Motors, Accenture, HUL, Google, Microsoft, Yahoo, Shell, Intel and many more. Apart from the above mentioned Projects, we have undertaken the following research studies • Customer Satisfaction Studies (also Trade and Employee satisfaction) for Tata Steel (viz., Tata Steelium, Galvano, JUSCO and Tata Main Hospital), Balasore Alloys , Berger, etc.) • Brand Health Tracking studies for Tata Steel (viz., 4 brands : Tata Shaktee, Steelium, Tata Tiscon and Tata Pipes), Lafarge, Berger Paints, COMFED/ Sudha, Exide, etc. • A customized Corporate Image study conducted for Pepsico India with special focus on CSR initiative. Objectives: Understand the corporate image of PepsiCo across key segments, analyze its strengths and weaknesses and recommend an action plan for the future. Additionally, also check whether PepsiCo is viewed as a socially responsible entity, contributing to society and the environment in which it operates? • Communication Check Study for Indian Oil Corporation Ltd – Checking awareness levels (also quality of awareness), before and after the launch of the OGCF campaign. Main objective is to check the awareness level of the general public towards oil conservation activities. AC Nielsen has been winning this competitive bid, for the Eastern and the North-eastern region, for four consecutive years • Product Test in Blind Form for Lafarge Concreto and Duraguard cement (conducted amongst masons). Client: Lafarge India Pvt. Ltd Objectives: Mainly to identify the key attributes that, in a mason’s perception, determine the quality of cement? What is the relative ranking of these attributes? AND How does the mason rate different brands (in blind form) against these attributes?

36 yrs experience

Advisor

Negotiable

35 yrs experience

Startup Mentoring: Proposal, Valuation, & Fundraising Guidance

Engagement Details Format:One-on-one video consultation (Google Meet / Zoom) Duration: 45–60 minutes per session Fees : Rs 11800 per consultation Mode of Delivery: Live discussion with screen-sharing for review of pitch decks, financial models, and valuation workings Pre-Session Requirement: Founders are requested to share their pitch deck, latest financials (provisional or audited), and cap table at least 48 hours prior to the session to enable substantive, prepared feedback Post-Session Deliverable: Written summary of key recommendations and actionable next steps within 3 working days Follow-Up: One round of email clarifications included within 15 days of the session Areas of Advisory Coverage Review and restructuring of investment proposals, blind teasers, and information memoranda Valuation assessment — DCF, comparable company/transaction multiples, and compliance-linked valuations under Rule 11UA of the Income-tax Rules, 1962 read with Section 56(2)(viib) of the Income-tax Act, 1961 Fundraising structuring — equity, CCPS, CCDs, venture debt — with attention to FEMA (Non-Debt Instruments) Rules, 2019 for foreign investment and pricing guidelines thereunder Cap table planning, ESOP pool structuring, and dilution modelling Transaction documentation orientation — term sheets, SHA/SSA key clauses, conditions precedent Regulatory overlay — Companies Act, 2013 (private placement under Section 42, preferential allotment under Section 62), DPIIT startup recognition, and Section 80-IAC / Section 56(2)(viib) angel tax exemption positioning Track Record & Credentials Chartered Accountant with fundraising, and pre-IPO transactions, with active deal flow in NBFCs and financial services Hands-on transaction experience across buy-side and sell-side mandates — including NBFC acquisitions, investment memoranda for companies across defence, mobility, hospitality, and fintech sectors, and blind teaser preparation for listed and unlisted entities Author of published work on Scale-Based Regulation of NBFCs (ICAI NIRC journal) and speaker at ICAI study circle forums on RBI regulatory frameworks Cross-border perspective from prior experience in the US technology sector as an AI Engineer, combining financial rigour with product and technology fluency

30 yrs experience

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