Experience

Bagaria & Company

• India
• Investment Banking
• 1 - 100 Employee

• Partner

  • Apr 2019 - Present

  Bagaria & Co, established in 1985, is a niche professional firm. Through dedicated teams, we offer tailored services in Assurance, Tax, Finance and Transaction advisory. Our management philosophy is to render customized, specialized and innovative services coupled with high quality, reliability, creativity and accuracy.With our deep understanding of the sectors and extensive network across the ecosystem, we aspire to help our clients achieve their goals. I am part of the Transaction Advisory / Corporate Advisory team of Bagaria & Co. We at Bagaria & Co have provided management services to promoters/managers of small & medium enterprises for many years now. We have advised on cost optimization, banking and credit facilities, debt syndication, company turnaround, liaising with various govt officials etc. We have also successfully assisted companies raise equity funding from leading private equity firms in India. Show less



Pepper Advantage

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Co-Founder

  • Nov 2019 - Present



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• • Oct 2018 - Mar 2019

  - Advised overseas Private Equity funds on investing USD 50m+ in India by selecting preferred route and instrument.- Led a team of 3 in a due diligence assignment identifying issues of ~USD 5m resulting into indemnity protection.

• • Mar 2016 - Oct 2018

  - Advised on 30+ transactions including Private Equity investments, Internal Group Reorganization, Strategic Acquisition and Project Management from tax and regulatory perspective. − Advised on implications and compliance from India regulatory and tax standpoint, collaborated with overseas EY offices from 4 different countries for one of the biggest acquisition (~USD 70 billion) in the media sector. − Advised on internal group reorganization of one of the biggest international business houses (total market cap ~USD 400 billion) involving 5 listed entities spread across 3 sectors.- Awarded ‘Spotlight’ award out of ~100 tax Consultants for being an ‘Ace Collaborator’ for exceptional team work.- Conducted Tax Due Diligence on 20+ companies across 5+ sectors resulting into valuation adjustment or seller providing indemnification in the transaction documents.- Prepared presentations depicting EY Transaction Tax Team growth (vis a vis the market) including key performance indices for top management enabling them to make informed decisions. Show less



Bagaria & Company

• India
• Investment Banking
• 1 - 100 Employee

• Investment Banking Associate

  • Dec 2014 - Feb 2016

  - Conceived and implemented the idea of incorporating an Alternate Investment Fund (AIF) - Involved in start to end process of incorporating the AIF including drafting of Investment Management Agreement and Private Placement Memorandum. - Part of a 5 member team that raised ~USD 3m funds for the AIF. ▪ Part of the 4 member team that assisted a major Private Equity fund invest ~USD 10m into an Indian company. ▪ Prepared 6 projected financial statements and financial models to ascertain fund requirements for companies. ▪ Prepared information memorandum to present to prospective investors. Show less



Lodha & Co.

• Financial Services
• 300 - 400 Employee

• Audit Intern

  • Aug 2011 - Nov 2014

  - Worked on 20+ Audit assignments across 7+ industries independently with minimal seniors’ support. - Framed Management letter points which when incorporated helped the client by increasing efficiency of by ~20%. - Mentored and coached 5+ junior interns. - Worked on 20+ Audit assignments across 7+ industries independently with minimal seniors’ support. - Framed Management letter points which when incorporated helped the client by increasing efficiency of by ~20%. - Mentored and coached 5+ junior interns.