Leadership

A seasoned financial services professional and entrepreneur with 25+ years of experience across investment banking, capital markets, fundraising and corporate advisory. He has served as a Founder, Promoter and Board Member across multiple financial ventures.

His expertise encompasses fundraising, investment banking, public markets, financial restructuring, private placements, debt syndication, IPO funding & wealth management.

A Master’s in Management Professional with specialisation in Finance & International Business; CFA (Chapter-1) – ICFAI.

He advises corporates, promoters, entrepreneurs and investors on strategic capital solutions, restructuring, IPOs, valuations, investments, M&A and complex financial transactions.

Areas of expertise

• Capital raising
• Investment banking
• Capital markets
• Financial restructuring
• Private placements
• Debt syndication
• IPO funding
• Wealth management
• M&A
• Valuations

Mr. Gupta is a seasoned Chartered Accountant with extensive experience in corporate strategy, financial reporting, restructuring and transaction advisory. He has advised promoter-led and mid-market businesses on balance-sheet restructuring, debt structuring, fund management and financial strategy, while holding senior finance leadership roles across manufacturing, trading and services.

He focuses on corporate strategy, transaction structuring, financial governance and compliance oversight, including taxation, regulatory filings and internal financial controls. He works closely with the transaction and capital-raising teams on mandate evaluation, structuring and execution, supporting clients in achieving commercially sound and compliant financial outcomes.

Areas of expertise

• Chartered Accountant
• Corporate strategy
• Financial reporting
• Restructuring
• Transaction advisory
• Debt structuring
• Fund management
• Compliance & taxation
• Financial governance

Mrs. Neeru Gupta is an accomplished professional with 15+ years of experience across IT, education, training and organisational development. She holds postgraduate qualifications in M.Sc. and MCA and is UGC-NET qualified.

She has held professional roles with reputed organisations including ICFAI University, JIMS Management Institute, NDMC, and National Centre for Agricultural Economics & Policy Research and Aptara Corporation & USA Universities.

She contributes to strategy, organisation development, restructuring and corporate communications, supporting the firm’s institutional growth and strategic initiatives.

Areas of expertise

• Strategic advisory
• Organisation development
• Corporate communications
• Restructuring
• Training
• Management education

Mr. Bhandari leads Corporate Transaction Advisory, advising promoters, family-owned businesses and growth-stage companies on M&A, joint ventures and capital-raising transactions.

His experience spans corporate strategy, business development and post-transaction integration, with a strong focus on business transformation, professionalization and scalable growth. He works closely with businesses to strengthen operations, pursue new market opportunities and position them for institutional investment and strategic transactions.

Areas of expertise

• Corporate transaction advisory
• M&A
• Capital raising
• Joint ventures
• Post-transaction integration
• Business transformation
• Scalable growth

Mr. Gupta leads Digital Strategy and Information Architecture, bringing 15+ years of experience in digital campaigns, technology and client solutions across SMEs and multinational organisations.

A BE in Electronics & Telecommunication, he has contributed to professional curriculum development with the Institute of Electronics and Telecommunication Engineers, New Delhi. He is looking at the technical services, turnkey power-generation projects and IT infrastructure, server security and troubleshooting sectors and companies.

Areas of expertise

• Digital strategy
• Information architecture
• Technology
• Digital campaigns
• IT infrastructure
• Server security