CHARU DUGGAL
Faridabad
Summary
Looking for an opening in a fast paced, growth-oriented organization to carve out responsible position in fields to utilize existing and hone new skills
Overview
4
4
years of professional experience
1
1
Certification
Work History
Investment Banking Associate
PricewaterhouseCoopers (PwC)
01.2024 - Current
- Overseeing M&A from initial contact to finalization of the transaction
- Undertaking valuation analysis/preparation of business models using various valuation methods – comparable companies, precedents, DCF
- Assisting clients/front ending in buy side/sell side M&A negotiations on valuation, DD findings and matters requiring attention from definitive agreements perspective
- Preparation of marketing collaterals – term sheets/non-binding offers, teasers, information memorandums, pitch decks
- Rendering M&A advisory services to Indian and Overseas corporates related to strategic initiatives, joint ventures, acquisitions, buyouts, fund raise – taking care of entire M&A lifecycle involving deal origination, execution and closure
- Advising clients on various strategic initiatives like scouting suitable buyers, investors (strategic & financial), targets
- Identifying potential buyers/targets, reaching out to PE funds, promoters, CEOs, MDs, strategy heads, undertaking discussions with them to understand their growth and strategic initiatives and conversion into opportunities/ mandates for PwC
Investment Banking Associate
Acuity Knowledge Partners
04.2022 - 01.2024
- Preparing advanced financial and valuation models
- Managing delivery & execution of projects including Memo, WACC analysis, ownership analysis etc
- Valuation analysis through income method and relative valuation analysis
- Supporting clients on financial modelling assignments and develop results driven strategies, including critical industry or market analyses, opportunity assessments through in depth primary and secondary research
- Supporting clients on multiple industries and preparing pitchbooks, company focused discussion documents, strip profiles, trading comps, precedent transaction comps, studying and analysing different business & financial models in a particular industry
- Exporting and analysing data from Factset, CapIQ, Bamsec
Valuation Analyst
Knowcraft Analytics
05.2021 - 02.2022
- Advanced financial and valuation modelling skills constructing models using various approaches such as Discounted Cash Flow method (DCF), risk adjusted Net Present Value method, Guideline Public Company method, and Guideline Transaction Method and allocating values by Black Scholes Option Pricing Method(OPM), Probability-Weighted Expected Return Method, and Current Value Method (CVM)
- Valued companies in the early to late stages of development in the healthcare and life science and information technology industry
- Provided end-to-end valuation services including business valuation of enterprises, management advisory, private equity portfolio valuation, gift and estate tax valuation, financial reporting and tax compliance
Education
CA Final -
The Institute of Chartered Accountants of India
CA-IPC -
The Institute of Chartered Accountants of India
Bachelor of Management Studies -
College of Vocational Studies, Delhi University
Higher secondary -
Delhi Public School, Faridabad -CBSE
Senior secondary -
Delhi Public School, Faridabad -CBSE
Skills
- Valuation techniques
- Microsoft Excel
- Microsoft PowerPoint
- Industry analysis
- Financial statement analysis
Certification
- NCFM – Mutual Funds Advanced Module Course, 76%
- NCFM – Equity Derivatives Beginner’s Module, 96%
- NISM - Investment Advisor Level 1, 62.25%
- NISM - Research Analyst Series XV, 82.25%
- A2 level diploma in French Language
Languages
English
Hindi
French
Extra-Curricular Activities
Participated in various inter-school and inter-college competitions, like 'The Great debate' organized by British High commission, just a minute, 'Empezar'-Indian Business Summit, dance competitions, extempore competitions Member of the various societies of college like debating society, marketing society and volunteered for Balakalakar, Delhi Food Walks Keen interest in charitable activities and tree plantation drives
Achievements And Awards
- Awarded a scholar medal, scholarship for the excellent academic record and a proficiency across all the sections of class XI(Commerce)
- Scholar Badge holder for consecutive four years (class IX-XII) and won award for meritorious leadership as the Prefect of the school
Positions Of Responsibility
Manager, AIESEC, Maintained and researched many lead which helped companies to help raise traineeships, Learnt about contracting requirements as well as work-visa permits for working professional foreigner coming to India
Timeline
Investment Banking Associate
PricewaterhouseCoopers (PwC)
01.2024 - Current
Investment Banking Associate
Acuity Knowledge Partners
04.2022 - 01.2024
Valuation Analyst
Knowcraft Analytics
05.2021 - 02.2022
CA-IPC -
The Institute of Chartered Accountants of India
Bachelor of Management Studies -
College of Vocational Studies, Delhi University
Higher secondary -
Delhi Public School, Faridabad -CBSE
Senior secondary -
Delhi Public School, Faridabad -CBSE
CA Final -
The Institute of Chartered Accountants of India
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