Hire the Best Investment Bankers
in India

Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.

I am a Chartered Accountant and Investment Banker with over 20 years of global experience. • Expertise in Financial Modeling, Corporate finance strategies, Enterprise valuation, Capital Budgeting, • Mergers & Acquisitions advisory • High Expertise with Advanced Excel • MIS, Budgeting & Forecasting, periodic business analysis • In-depth understanding of IFRS, US GAAP, IAS • Experience of working as CFO for strategic growth and compliance management • Structuring debt and equity deals across USA, UK, Middle East, Singapore & India

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.

✅ Chartered Financial Analyst (CFA) | Valuation Expert | Financial Modeling | Pitch Decks | M&A Advisory I’m a Chartered Financial Analyst (CFA) with 7+ years of experience in valuation, financial modeling, and investor reporting. I’ve led 100+ valuation projects across industries like SaaS, tech, e-commerce, manufacturing, logistics, and services. I regularly support PE/VC firms with fundraising, exits, and portfolio monitoring, and bring deep familiarity with key valuation and accounting standards: -SSVS No. 1, USPAP, ASC 820, ASC 350, IRC 409A, IFRS 13, PPA (US GAAP & IFRS) -Tools: Capital IQ, DealStats, IBISWorld, Kroll, PitchBook, BVR 🔧 Core Services ✔ Business Valuations 409A, estate/gift, M&A, litigation, SBA, tax—using DCF, market comps, and asset-based approaches ✔ Intangible Asset Valuations Trademarks, tech, customer lists—for PPA, tax, or transactions (e.g., Relief-from-Royalty, MEEM) ✔ ESOP Valuations Black-Scholes, Binomial, and Monte Carlo modeling for IRS compliance ✔ Financial Modeling 3-statement models, projections, sensitivity/scenario analysis ✔ Investor Materials Pitch decks, financial updates, KPI dashboards for VC/fundraising rounds ✔ Fractional CFO Support Cash flow, reporting, board decks, and budget planning ✔ Model Review & Data Screening Validation of model logic, pulling multiples and comps from trusted databases If you're looking for a responsive, detail-driven partner to support your valuation or finance project, I’d love to connect.

Objective To mentor startup entrepreneurs developing strategies, delivering on business plans To help business leaders optimize resources, realize synergies, gain market share, enter, develop new products/ services, bench mark internal processes, increase shareholder wealth, To lead a team of skilled personnel providing support to organizations in all aspects of Finance, Investing, Auditing, Statutory compliance, Tax filing, Banking and other IT Enabled Financial Services Services Ability Business analysis evaluating cross border business/ investment opportunities Proven track record in setting up new ventures, establishing new clients, client relationship management, delivering outsourced projects & achieving results in diverse business lines. Experience 32 years in Banking, Stock Broking, Wealth Management, Equity research, Forex Management, Risk Management, IPOs, Loan Placements, Off Shoring, Software Development & Information Technology Enabled Services, Management consultancy Skills & Exposure in Book keeping, General Banking, Investment & Merchant Banking, Forex Management, Derivatives, Credit, Project Appraisal, Rehabilitation, Equity Research, Stock Trading, Portfolio Management, Stock Broking, Onsite Software Consultant Management, Software Design & Development, Parcel mapping, 2 D Drafting & Digitization, Back Office Support Services, Taxation, FEMA,Secretarial & Statutory Compliance, Costing, International Bids / Request For Proposals in GIS. Software knowledge Good Dbase III & IV, Foxpro 2.6, Visual Foxpro 6, Visual Basic 6, MS Access, Crystal Reports, Auto CAD 2002, AutoCAD Map 5, MS Office, MS Project 1998 Working MapInfo, MapX, ArcView, ER Mapper, Vertical Mapper, MicroStation, Auto digitization Software, Adobe PhotoShop 6,Oracle, C++, C, Lisp, MS Windows 9x, NT & 2000, Networking, Browsers- Accounting Packages QuickBooksPro (including Payroll, Order/ Inventory Modules), QuickBooks, Unilink (Writeup*32, GL*32), Creative Solution Accounting (Write-up Solution, Payroll Solution, Trial Balance Solution), Tally, NISE, Bancs 2000, Lacerte, Turbo Tax

When founders, PE firms, consulting firms, CFOs, and boutique investment banks need high-quality financial analysis, they work directly with me. I'm a Chartered Accountant (CA) and CFA Charterholder with over 5 years of investment banking experience at Citi and Keynote Financial Services, along with 1.5 years of Financial Due Diligence experience at Grant Thornton. Throughout my career, I have worked on financial modeling, valuations, transaction advisory, due diligence, fundraising, and strategic finance engagements across multiple industries. I lead client engagements and remain actively involved in the analysis and delivery of every project. Depending on the scope and timeline, I am also supported by my firm, Vista Analytics, a team of experienced analysts and associates that allows me to scale efficiently and meet demanding deadlines without compromising quality. 📦 Areas of Expertise: 🔢 Financial Modelling — 3-statement models, LBO, M&A/merger models, SaaS metrics, VC/hedge fund models, AI sector models 📊 Business Valuation — DCF, comparable company analysis, precedent transactions, 409A valuations, Purchase Price Allocation (PPA), Fairness Opinions 📈 Pitch Decks & CIMs — Investor decks, teasers, Confidential Information Memorandums built to raise capital 🔍 Investment & Due Diligence — Equity research, credit research, financial due diligence, industry analysis 📋 Business & Financial Plans — Pro forma statements, cash flow projections, market & competitor analysis 🤝 Transaction Advisory — Deal structuring, credit reports, credit enhancement, closing assistance 🏢 Why Clients Work with me: ✅ Direct access to an experienced finance professional with investment banking and transaction advisory experience. Institutional-quality work with the flexibility and responsiveness of an independent consultant. ✅ Cost advantage — Access investment banking-grade output at India-based pricing. Typically 50–70% more cost-effective than equivalent Western talent. ✅ Ability to scale through Vista Analytics when larger projects or ongoing support are required. ✅ Demo-first approach — For retainer clients, we're happy to complete a paid trial assignment before you commit long term.