Advisory Consultant
Akmah Global Advisors
Total years of experience :26 years, 3 Months
Design and plan HNI client & Corporates specific financial goals and its execution.
• Manage overall investment portfolio structure for clients
• Orient clients on the appropriate Investment channels and guides thru decision process
• Develop a customized investment strategy based on respective risk profiling
• Direct with the evaluation and execution of M&A transactions
• Planning Family assets and cross-holding structure resolution
• Advising on the Funding structure, investment policy, asset allocation, and portfolio construction, based on desired objectives and risk tolerance,
• Provide specific target structured portfolio in relation to Family’s viewpoints and outlook.
• Advice on deals, M&A’s, leveraged buyout, and debt& equity financing
Spearheaded finance company-wide, establishing new strategic direction for project financing and accounting division, leading financial turnaround including capex planning & project funding, and establishing & building strong accounting team on way.
• Improved processes and procedures resulting in information and data-sharing
• Updated all operational criteria for the company post undertaking complete process review
• Conducting in-depth reviews of financial circumstances, current position and future aims
• Designed and implemented Financial Strategies in line with the corporate vision
• Designed and developed new business model embedded with sales analytics and development
• Support process of management and corporate decision-making, ensuring the organization is able to maximize its short, medium and long-term profitability and enhance shareholder returns
• Liaised with all executive heads and integrated implementation of the company’s strategic and operational plans
Interacted with the Board/Investment Committee for Investment, Strategy, allocation and policy issues whereas on day-to-day basis coordinate execution with the CEO.
• Managing team of 10 professional, contributing over 95% of the company’s income.
• Designed Annual Investment strategy & Asset Allocation matrix which played key role in diversifying investment/revenue and positioning company with multi activities through support of strategic investments in line with corporate long term plan & vision
• Identified investment opportunities based on market, analysis and set criteria within Oman, GCC Region & India.
• Established and maintained a strong relationship with major investment banks, Pension Funds, HNW & Family offices, financial institutions and brokerage houses.
Key Contributions:
• Structured and Managed Sharia Compliant GCC Equity Fund, TANMIA GCC Diversified Fund, TANMIA PE Fund aggregating to US$ 82m+
• Successful placement of Real Estate SPV in Oman (The Al Mouj Fund) for Omani pension funds and SGRF.
• Structured & Successfully placed US Buyout Private Equity SPV in the Sultanate with the association of Carlyle Partners for Omani Investors, US$ 20m+
• Established as FII in India for taking exposure towards rising Indian opportunities.
• Headed IT Project for new customized integrated application for Investment & Mutual Fund accounting & Client servicing
• Frequent interaction with SGRF & Omani Pension Fund for devising the investment review & Performance methodology benchmarks
Key accomplishments;
• Arranged commercial facilities from local banks and financial institutions.
• Preserved cash by creating a competitive compensation plan for employees by developing company-wide stock option plan.
• Launched parameters and system for all commercial and accounting transactions.
Responsibilities:
• Re-engineered company, covering both financial and legal aspects including feasibility studies, recommending optimal capital structure and business plan.
• Introduced infrastructure for maintenance of accounting records and effective Management information reports.
• Participated in group investment strategies and portfolio plan for US$ 250m+.
• Formulated business plan & investment theme for newly licensed group Brokerage Company.
• Set-up research division with operating guidelines and procedures.
• Capital investments and project management of several group corporate finance projects.