Finance professional with 3+ years of experience across capital markets, investment banking, business valuation, and corporate restructuring. Independently executed 200+ valuation assignments and led Public Issues, Rights Issues, Preferential Allotments, and other merchant banking activities.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Vice President - Investment Banking
Vatsa Capital Venture Private Limited
New Delhi
07.2025 - Current
Conducted meetings with prospective IPO clients to evaluate business models, assess eligibility criteria, and determine IPO readiness.
Conducted legal and financial due diligence, ensured compliance with applicable laws, drafted offer documents, and coordinated with clients, legal advisors, registrars, and regulators including SEBI, BSE, NSE, NSDL, and CDSL.
Led the Investment Banking vertical, overseeing the IB team and managing cross-functional functions including finance, accounts, HR, and overall operational management.
Associate - Investment Banking
Sundae Capital Advisors Private Limited
New Delhi
11.2022 - 06.2025
Conducting business valuations (DCF, transaction multiples, trading multiples, CCM, CTM, NAV etc.) and building advanced financial models for M&A, fundraising, corporate restructuring, and regulatory purposes.
Designed integrated 3-statement models with dynamic drivers, linked schedules, and sensitivity dashboards to evaluate business performance and transaction impact.
Interpreted large financial and operational datasets to identify trends, build assumptions, and convert raw numbers into actionable insights.
Prepared compliance documents, investor presentations, pitch books, and teasers that supported fundraising efforts and capital market transactions.
Managed end-to-end SME IPO processes, including independently preparing IPO prospectuses for two companies, coordinating due diligence, drafting and filing offer documents, responding to exchange queries, and liaising with SEBI, stock exchanges, ROC, and other authorities.
Conducted complex assessments of intangible assets, impairment testing, and purchase price allocation (PPA) in line with accounting standards.
CS Management Trainee - Valuation
Turnaround Corporate Advisors
New Delhi
02.2022 - 09.2022
Assisted in business and equity valuations for startups and SMEs using multiple valuation methods, adhering to regulatory guidelines (Company Law, FEMA, Income Tax).
Conducted ESOP Valuations using Binomial and Black Scholes model, and fair market valuations at the time of ESOP exercise by employees.
Conducted industry peer analysis on financial ratios and price multiples, contributing to benchmarking reports used in client advisory projects.
Supported preparation of detailed valuation reports and regulatory submissions.
CS Management Trainee - Valuation
AlphaValue Consulting
Noida
11.2020 - 09.2021
Built and maintained financial models for 15+ companies across sectors including technology, manufacturing, and services.
Prepared investor materials such as teasers, information memoranda, and financial reports for capital raising and M&A transactions.
Coordinated with global consulting teams from Malaysia, Singapore, Germany, Dubai, UK, and USA to ensure alignment on valuation methodologies and deliverables.
Since AlphaValue Consulting is not a registered entity under ICSI for imparting CS training, the training was formally registered under the Practicing Company Secretary, Ms. Ashima Banodha, an Associate Member of the Institute.
Education
Master of Business Administration (MBA) - Finance
O.P. Jindal Global University
09.2025
Company Secretary - Executive Programme - undefined
Institute of Company Secretaries of India (ICSI)
02.2020
Bachelor of Commerce (B.Com) - undefined
Regional College, Bareilly
03.2020
Intermediate (Class XII) - Science/Commerce/Arts
Air Force Senior Secondary School
03.2016
High School (Class X) - undefined
Kendriya Vidyalaya AFS
03.2014
Skills
Valuation Techniques: DCF
Market Approach (CCM, CTM)
NAV
PPA Allocation
Capital Markets: IPO Management
Direct Listing
Delisting
Takeovers
Regulatory Compliance
Financial Modeling: Integrated Models
Sensitivity Analysis
Swap Ratio
ESOP Valuations
Regulatory Frameworks: SEBI ICDR Regulations
Companies Act
FEMA
Income Tax Act
Stakeholder Engagement: Coordination with Regulatory Bodies
Built fully integrated 3-statement financial models with scenario and sensitivity analysis. Conducted valuations using Market and Income approaches: Trading Comps, Transaction Comps, and DCF.
Timeline
Vice President - Investment Banking
Vatsa Capital Venture Private Limited
07.2025 - Current
Associate - Investment Banking
Sundae Capital Advisors Private Limited
11.2022 - 06.2025
CS Management Trainee - Valuation
Turnaround Corporate Advisors
02.2022 - 09.2022
CS Management Trainee - Valuation
AlphaValue Consulting
11.2020 - 09.2021
Master of Business Administration (MBA) - Finance
O.P. Jindal Global University
Company Secretary - Executive Programme - undefined