Summary
Overview
Work History
Education
Skills
Timeline
Key Achievements
Key Achievements
Generic
Mohit Bajaj

Mohit Bajaj

Chartered Accountant

Summary

Seasoned Chief Financial Officer focused on helping companies accomplish missions and drive growth. Expansion-minded professional versed in navigating complex financial challenges.


Market-driven Chief Financial Officer adept at coordinating executive financial activity and capitalizing on market opportunities. Decisive leader and forward-thinking manager with excellent attention to detail and a hardworking mentality. Ready to apply 20 years of progressive experience to new position with long-term potential.

Overview

18
18
years of professional experience

Work History

Chief Financial Officer & Company Secretary

Vahdam Teas Pvt Ltd
New Delhi
08.2020 - 03.2021

Company Profile: VAHDAM® is India's largest, digitally native, award-winning, global wellness brand shipping India's finest teas & superfoods to 2 million customers across 130 countries under a home-grown, sustainable brand. It's Funded by the IIFL Private Equity, Fireside Ventures and Six Sense Ventures. The MANKIND Group and other celebrities are the key investors in the company. The Company is having wholly owned subsidiary in Delaware, USA.

Key Achievement:

Handled the Debt Funds Raise of Rs 90 Crores

Internal Restructuring of the US Subsidiary

Initiated the Implementation of SAP in Company

Independently Handled the Series D Funds Raise of Rs 174 Crore

Established standard System , Process and Control in the organization

Established Corporate Governance Structure in the Organization.

Handled Direct & Indirect Tax Related Issues in the organization

Done the structured Finance Deal for Raising USD 20 MN in the US Subsidiary.

Developing and implementing Financial Controls & Processes, Strategic Decision making and Change Management.

Chief Financial Officer

LendingKart Finance Ltd
New Delhi
12.2019 - 08.2020

Company Profile: Lendingkart Finance Limited, is a non-deposit taking NBFC, providing SME lending in India. Lendingkart is a fin-tech startup in the working capital space. The Company has developed technology tools based on big data analysis which facilitates lenders to evaluate borrower's creditworthiness and provides other related services. The Company is backed by Fullerton Financial Holdings, Bertelsmann India Investments, Sistema Asia Fund, Alteria Capital, and India Quotient access credit easily. The Company uses technology and analytics tools, analyzing thousands of data points from various data sources to assess the creditworthiness

of small businesses rapidly and accurately.

Role Summary: CFO for the NBFC arm of the Lendingkart and Member of Core Executive Management

team responsible for strategic business planning & decisions. Responsible for Business Planning &

Forecasting, Costing, Budgeting, Corporate Finance, M&A, Deal Negotiations & Structuring, Treasury,

JV Structuring & Management, Controllership, Core Accounting, Finalization of Accounts, Audit,

Direct & In-direct Tax, Corporate MIS, Banking Relations, Fund Raising, Compliance. Handled the

Emergency Series D Funds raise of Rs 319 Crores during the Covid Period

Group Chief Financial Officer & Company Secretary

MediaGuru Consultants Pvt Ltd
Noida
10.2013 - 12.2019


Company Profile : Media Guru Consultants Pvt Ltd is a leading Multinational Company engaged in large scale digitization and digital archiving solutions, content processing & advanced media asset management for media companies, broadcasters and institutions around the world. The Company has established leadership position in Media Consulting, System Integration and Digitization. The Company has operations globally through its wholly owned subsidiaries in Singapore, Dubai, Qatar and South Africa. The company is also in process of setting up footprints in America and Europe

The group has ventured in the E- Commerce Space by setting up the Online Wedding Market Place by name of Seven Promises.com.

Role Summary : Member of Core Executive Management team responsible for strategic business planning & decisions. Responsible for recruitment, training and performance of entire finance & accounts team in India, Dubai, Qatar & Singapore. Set up financial & control infrastructure for areas including but not limited to Business Planning & Forecasting, Costing, Budgeting, Corporate Finance, M&A, Deal Negotiations & Structuring, Treasury, JV Structuring & Management, Controllership, Core Accounting, Finalization of Accounts, Audit, Direct & In-direct Tax, Corporate MIS, Banking Relations, Fund Raising, Compliance.

Involved in the setting up and strategic initiatives of the Ecommerce website (www.sevenpromises.com). Actively involved in the supply chain, treasury & banking, funds raising, Corporate Governance including member of board of directors, chief of Audit committee, investment committee, secretarial functions, investor relations, management reporting and business planning, monetizing of businesses and divesting businesses.

Implemented the System, Process and the control in the organization. Implemented Various ERP Software's in the organization

Head – Finance (CFO) & Company Secretary

Religare Macquarie Wealth Management Ltd
Neew Delhi
08.2011 - 10.2013

Company Profile : Religare Macquarie Wealth Management Ltd is a joint venture between Religare Group, one of the largest Financial Services Group and the Macquarie Australia's Largest Bank

Role Summary : Directed the entire finance & accounts team encompassing Strategic Business Planning& Forecasting, Costing, Budgeting, Corporate Finance, M&A, Deal Negotiations & Structuring, Treasury, Business Operations, Business Decision Analysis & Support to Senior Management, Structuring &JV Management, Controllership, Core Accounting, Finalization of Accounts, Audit, Direct & In Direct Tax, Devising & Driving Corporate MIS, Investor Relations , Bank Relations, Fund Raising, Compliance, System Implementation & Migration, Exchange Related and Secretarial matters. Involved in the JV management and instrumental in acquisition of the Macquarie Stake in the JV by the Religare Group

Sr. Finance Manager & Company Secretary

Fullerton Securities & Wealth Advisors Ltd APR 2
New Delhi
04.2008 - 08.2011

Company Profile : Fullerton Securities & Wealth Advisors Limited is wholly owned subsidiary of Temasek Holding (Government of Singapore Private Equity Investment Arm)

Role Summary: Led Central Finance team responsible for set up of systems & process for securities & wealth business, Accounting, statutory compliance, Controllership, Corporate Finance, Costing, Treasury, Capital & Revenue Budgeting, Forecasting, Variance Analysis & Solutions, Fund Management, Bank Relationships, Conducting Due diligence, Tax matters handling, MIS & Investor Relations. Also Headed the entire Secretarial practice for the organization. Implemented the System, Process and the control in the organization. Implemented Oracle in the organization

Regional Finance Manager & Company Secretary – Asi

M/s. Actis Global Services Ltd (Formerly Known as CDS Partners
New Delhi
10.2006 - 03.2008

Company Profile : Actis Capital is a leading UK based private equity player having presence over the Globe & having fund of US $ 3.3 Bn under management

Role Summary: Responsible for Accounting and Corporate Finance for the Asia Pacific Region for the Organization. Instrumental in the Migration of Accounting from entire Asia Pacific Region to India. Was part of core team for evaluation, due diligence and structuring of investments in India. Responsible for the STPI compliances and the Accounting & Regulatory Compliances of the Investee Companies. Also handled Tax matters, MIS & Investor Relations besides the entire Secretarial practice.

Assistant Manager – Corporate Finance & Company Se

SRL Ranbaxy Ltd & M/s Fortis Healthcare Ltd
New Delhi
03.2004 - 09.2006

Company Profile : SRL Ranbaxy Ltd. is Ranbaxy Group Company engaged in Pathology laboratories & Health Care Services. Fortis Healthcare was a part of Ranbaxy Group engaged in the Multispecialty chain of Hospitals

Role Summary: Handled the Accounting & Finance Function for the Organization. Major responsibilities included Core Accounting, Finalization of Accounts, Controllership, Bank Relationships, Fund raising through various instruments, Group Structuring, Conducting Due Diligence & Strategic Negotiations and structuring for Acquisition of various hospitals and integration with Healthcare Business of the group. Played Critical role in acquisition of Escorts Heart Institute, Pre IPO placement of Fortis Health care and IPO of Fortis Healthcare Ltd.

Deputy Manager & Company Secretary

Dixon Technologies (India ) Ltd
New Delhi
09.2002 - 02.2004

Company Profile : Dixon is a leading Electronics Manufacturing Services (EMS) provider for Consumer Electronics and appliances for the Domestic (India) and International markets

Role Summary: Responsible for the day to accounting and Finance Controllership function of the Manufacturing unit. Handled Audits, Treasury, Taxation and compliance function of the organization. Also was the company secretary of the company

Education

Chartered Accountancy (CA) -

The Institute of Chartered Accountant of India
New Delhi
05.2002 - 06.2002

Company Secretary (CS) -

Institute of Company Secretaries of India (ICSI)
New Delhi
06.2002 - 06.2002

LL. B -

Modern College of Law
Delhi NCR
04.2001 -

MBA -

Symbiosis
Pune
04.2001 -

B.Com -

Delhi University (DU)
New Delhi
04.2001 -

M.Com -

Annamalai University
Chennai
04.2001 -

Skills

Business Planning, Forecasting

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Timeline

Chief Financial Officer & Company Secretary

Vahdam Teas Pvt Ltd
08.2020 - 03.2021

Chief Financial Officer

LendingKart Finance Ltd
12.2019 - 08.2020

Group Chief Financial Officer & Company Secretary

MediaGuru Consultants Pvt Ltd
10.2013 - 12.2019

Head – Finance (CFO) & Company Secretary

Religare Macquarie Wealth Management Ltd
08.2011 - 10.2013

Sr. Finance Manager & Company Secretary

Fullerton Securities & Wealth Advisors Ltd APR 2
04.2008 - 08.2011

Regional Finance Manager & Company Secretary – Asi

M/s. Actis Global Services Ltd (Formerly Known as CDS Partners
10.2006 - 03.2008

Assistant Manager – Corporate Finance & Company Se

SRL Ranbaxy Ltd & M/s Fortis Healthcare Ltd
03.2004 - 09.2006

Deputy Manager & Company Secretary

Dixon Technologies (India ) Ltd
09.2002 - 02.2004

Company Secretary (CS) -

Institute of Company Secretaries of India (ICSI)
06.2002 - 06.2002

Chartered Accountancy (CA) -

The Institute of Chartered Accountant of India
05.2002 - 06.2002

LL. B -

Modern College of Law
04.2001 -

MBA -

Symbiosis
04.2001 -

B.Com -

Delhi University (DU)
04.2001 -

M.Com -

Annamalai University
04.2001 -

Key Achievements

Planned and successfully implemented Restructuring and Merger of HealthCare Division of Ranbaxy under the umbrella of Fortis Healthcare and Acquisition of Escorts Heart Institute by Fortis Healthcare

Key member of the team involved in Pre-IPO placement of Fortis Healthcare Limited and IPO of Fortis Healthcare Limited.

Setting up of the Middle East (UAE), Qatar & Singapore Business for the Media Guru Consultants with special focus on Business Finance, Fund Planning & raising, Controllership, Global Compliances, Domestic & International Taxation, Treasury, Risk Management, Strategic Initiatives, and Legal and Secretarial work. Successfully raised funds, established Financial Controls and set up and integrated the Team.

Setting up E-Commerce Company Seven Promises.com

Instrumental in Planning and Setting up of Wealth Management Business of Temasek Holdings (Singapore) in India

Involved in the stake sale of Macquarie (Australia) in their Wealth Management Business to Religare as part of the JV Restructuring

Part of core team which evaluated and structured various investments by ACTIS PE in India

Handled debt fund raising of INR 115 Crore for VAHDAM Teas.

Handled the Emergency Funds Raising ( Series D ) of INR 319 Crores during the Covid times

Handled the Due Diligence and Series D Funds raising of INR 174 Crores for the VAHDAM Teas.

Key Achievements

Planned and successfully implemented Restructuring and Merger of HealthCare Division of Ranbaxy under the umbrella of Fortis Healthcare and Acquisition of Escorts Heart Institute by Fortis Healthcare

Key member of the team involved in Pre-IPO placement of Fortis Healthcare Limited and IPO of Fortis Healthcare Limited.

Setting up of the Middle East (UAE), Qatar & Singapore Business for the Media Guru Consultants with special focus on Business Finance, Fund Planning & raising, Controllership, Global Compliances, Domestic & International Taxation, Treasury, Risk Management, Strategic Initiatives, and Legal and Secretarial work. Successfully raised funds, established Financial Controls and set up and integrated the Team.

Setting up E-Commerce Company Seven Promises.com

Instrumental in Planning and Setting up of Wealth Management Business of Temasek Holdings (Singapore) in India

Involved in the stake sale of Macquarie (Australia) in their Wealth Management Business to Religare as part of the JV Restructuring

Part of core team which evaluated and structured various investments by ACTIS PE in India

Handled debt fund raising of INR 115 Crore for VAHDAM Teas.

Handled the Emergency Funds Raising ( Series D ) of INR 319 Crores during the Covid times

Handled the Due Diligence and Series D Funds raising of INR 174 Crores for the VAHDAM Teas.

Mohit BajajChartered Accountant