Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Affiliations
Locations
Timeline
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Bhanu Srinivas  Sriramanene

Bhanu Srinivas Sriramanene

Senior Financial Advisor
Dubai

Summary

Strategic and results-driven Senior Financial Advisor with over a decade of experience in international finance, fundraising, mergers & acquisitions (M&A), and corporate expansion. Expertise in structuring capital raises, debt restructuring, and preparing firms for rapid global expansion or acquisition. Adept at working with multinational corporations, private equity firms, and institutional investors to secure funding and execute large-scale transactions. Currently managing financial portfolios exceeding USD 10 billion, with a strong track record in infrastructure, renewable energy, logistics, and healthcare sectors. Passionate about creating risk-free, high-yield investment opportunities and driving business growth on a global scale.

Overview

7
7
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
4
4
Languages

Work History

Co-Founder & Financial Advisor

Next Gen Learn
Italy
01.2023 - Current
  • Developed financial strategies for scaling an international online education platform.
  • Led investment negotiations and capital raising efforts for business expansion.
  • Grew the customer base through targeted outreach and networking events.
  • Developed marketing materials and campaigns to boost brand awareness and customer engagement.
  • Networked with other businesses and customers to increase sales opportunities and contacts.
  • Secured lucrative partnerships by establishing strong relationships with key industry players.
  • Secured partnership deals with key industry players, enhancing company market presence and brand recognition.
  • Drove company growth by identifying and penetrating new market segments.
  • Enhanced investor relations and secured funding by delivering compelling presentations and detailed financial reports.
  • Conducted comprehensive market research to inform product development and competitive positioning strategies.
  • Monitored key business risks and established risk management procedures.
  • Communicated business performance, forecasts and strategies to investors and shareholders.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Delivered strategic investment advice for individual and corporate clients.
  • Led financial planning seminars, attracting potential clients through expert knowledge sharing.
  • Developed comprehensive financial plans for clients to achieve their long-term financial goals, resulting in increased client satisfaction.
  • Streamlined reporting processes, providing clients with clear, actionable insights into their financial status.
  • Enhanced team productivity by sharing best practices in financial advisory techniques.

Executive Board Member - Financial Strategy & Global Expansion Advisor

IoBM
Dubai
01.2022 - Current
  • Structured financial models for procurement contracts valued up to USD 100 million.
  • Assisted firms in securing international partnerships for rapid business expansion.

Senior Financial Consultant

TEO GROUP
London
01.2020 - Current
  • Company Overview: London
  • Spearheaded corporate finance strategies to attract institutional investors and global funding.
  • Designed acquisition-ready financial models to prepare firms for high-value M&A deals.
  • Conducted financial due diligence and valuation analysis to optimize deal structures.
  • London
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Collaborated with clients to develop customized investment portfolios.
  • Researched and evaluated potential investment products for clients.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Advised clients on investments, retirement and estate planning.

Senior Financial Advisor & Director of Finance

BR GROUP
Valletta
01.2019 - Current
  • Led successful fundraising campaigns and secured multi-billion-dollar investments for large-scale infrastructure and corporate expansion projects.
  • Structured debt and equity financing solutions for global firms seeking acquisitions and strategic partnerships.
  • Advised multinational firms on capital structuring and financial readiness for M&A deals.
  • Built strong relationships with 27 fund houses, 45 banks, and private equity firms.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Improved client financial stability by assessing their current financial situation and developing customized plans.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Diversified investment portfolios for enhanced return potential while mitigating risk exposure.
  • Mentored junior advisors to enhance team performance and drive overall success within the firm.
  • Optimized client experience by streamlining the financial planning process, making it more user-friendly and efficient for both advisors and clients.
  • Facilitated new client onboarding process and investment account setup.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.

Associate Director

TRIMON LLC & FUTRAN INDIA
Barcelona
01.2018 - 01.2021
  • Company Overview: SPAIN
  • Managed financial planning and investor relations to support nationwide business growth & Strategic Advisory services.
  • Oversaw business expansion and Joint Venture strategy across multiple locations.
  • SPAIN
  • Developed detailed plans based on broad guidance and direction.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Defined clear targets and objectives and communicated to other team members.

Education

Bachelor of Science - Civil Engineering

Jawaharlal Nehru Tech University
Hyderabad, India
01.2016 - 01.2017

J.D. - Architecture

CADD CENTRE
India
01.2018 - 01.2020

MBA - Masters in Business Administration - Commerce

BUSINESS SCHOOL
Spain
01.2023 - 01.2025

Ph.D. - International Finance & Financial Structures

California Public University
USA
03.2025

Skills

  • Fundraising & Capital Raising

  • Mergers & Acquisitions (M&A)

Debt & Equity Structuring

Financial Modeling & Forecasting

Private Equity & Institutional Investment Strategy

Board Advisory & Policy Alignment

Financial Risk Management

Global Market Expansion Strategy

Certification

International Business Management Institute, Germany, A+, Business & Strategy

Accomplishments

  • Secured multi-billion-dollar funding for infrastructure and corporate expansion projects.
  • Structured financing for a USD 14 billion oil refinery project in Africa.
  • Led a USD 10 billion debt restructuring initiative for an Asian economy.
  • Advised firms on financial readiness for acquisition and global market entry.

Affiliations

  • Master Affiliate Partner for Global Swift & Fiat Payments in UAE, Malta, Italy, Sweden, and Denmark.
  • Member of global investment and corporate finance advisory networks.

Locations

  • Dubai
  • Malta
  • London, UK
  • India
  • Spain, Europe
  • Italy

Timeline

Co-Founder & Financial Advisor

Next Gen Learn
01.2023 - Current

MBA - Masters in Business Administration - Commerce

BUSINESS SCHOOL
01.2023 - 01.2025

Executive Board Member - Financial Strategy & Global Expansion Advisor

IoBM
01.2022 - Current

Senior Financial Consultant

TEO GROUP
01.2020 - Current

Senior Financial Advisor & Director of Finance

BR GROUP
01.2019 - Current

Associate Director

TRIMON LLC & FUTRAN INDIA
01.2018 - 01.2021

J.D. - Architecture

CADD CENTRE
01.2018 - 01.2020

Bachelor of Science - Civil Engineering

Jawaharlal Nehru Tech University
01.2016 - 01.2017

Ph.D. - International Finance & Financial Structures

California Public University
Bhanu Srinivas SriramaneneSenior Financial Advisor