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CA Kalyan Jagnani

Achiever's Success Story

CA Kalyan Jagnani: a personality that holds professional mastery

After accomplishing his academic education, Mr. Kalyan Jagnani began his career with Bharat Petroleum Corporation Limited (BPCL) and was responsible for the overall Profitability for their Lubricant business for eastern region. He has also pursued Situational Leadership, an Executive Education Program, from IIM Ahmedabad.

He joined CRISIL in Jan 2006 and played key roles in the organization. Kalyan joined CRISIL as a Manager and was elevated as Director in 2010. He worked with CRISIL until May 2014. Mr. Jagnani was responsible business growth and he handled various Global Investment Bank who were marquee clients of CRISIL. He also headed the SME Ratings business for CRISIL during the fag end of his stint there. He then headed the research business of Sutherland Global Services Private Limited from May 2014 till June 2016 and played a key role for the business growth.

CA Kalyan Jagnani, Co-founder and Director at KNEX Solutions which is a boutique investment banking firm, delivers optimal financing solutions to their valued clients and plays a partner’s role in their growth journey. He helps clients in unlocking the value of the business by arranging debt / equity and enable them with right financial solutions. He has worked through the complete evolution journey of Corporates, right from budding start-ups to established businesses where he has been able to provide differentiated services due to his expertise across sectors and acute financial acumen skills. His team consists of credible professionals with expertise in Research, Credit analysis, and Financial Solutions.

Mr. Jagnani offers customized financial solutions driven by his expertise knowledge of banking & finance and input from various seasoned bankers. He provides a wide array of financial advisory services that consists Syndication of Loans, Private Equity placement, Advisory Services, Stressed account resolution, Turnaround of companies going through a downturn, Credit Rating advisory services, and other allied activities.

With his vast experience in the field of corporate finance and understanding of various businesses, he is able to come-up with a well thought-out and insightful strategy and design solutions for his clients. Mr. Jagnani feels elated to have been able to support his clients in managing their overall Finance. The exercise initiates from formulating the financial and operational budget to monthly performance monitoring, and ensuring the business is able to achieve its financial target. The exercise includes performance analysis of each function of the business and derive insights from analytics for the decision-making purpose.

He is also an active partner with R G Agarwala & Co., Chartered Accountants firm. R G Agarwala & Co. which is one of the most reputed Chartered Accountants firm established in 1970, specializing in Auditing and Taxation. His firm works closely with multiple esteemed financial institutions including State Bank of India, ICICI Bank, Punjab National Bank, Axis Bank, Union Bank of India, Indian Overseas Bank, Yes Bank, Bank of Baroda, SIDBI, Mudra, and many more.

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Bank Name: Kotak Mahindra Bank
Branch: Mayur Vihar-I, Delhi -110091

IFSC CODE :  KKBK0000203
MICR No.: 110485046


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