Bhavik Shah

Co-Founder & Partner at Synerbridge Investancy
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Location
Mumbai, IN

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Experience

    • India
    • Investment Banking
    • 1 - 100 Employee
    • Co-Founder & Partner
      • Jan 2019 - Present

      Enabling Small & Medium Enterprises (SMEs) across the globe to scale their businesses Enabling Small & Medium Enterprises (SMEs) across the globe to scale their businesses

    • India
    • Consumer Services
    • 1 - 100 Employee
    • Analyst - Investment Banking
      • Jan 2018 - Jan 2019

      Helped large corporates across industries like Chemicals, Consumer Durables and Infra in raising funds through the capital markets. Successfully led multiple transactions worth over INR 1,500 Cr. Efficiently coordinated with other investment bankers, legal counsel, chartered accountants and other intermediaries on the transaction. Successfully liaised and negotiated with stock exchanges and SEBI on important matters relating to client’s fund-raising transactions. Helped large corporates across industries like Chemicals, Consumer Durables and Infra in raising funds through the capital markets. Successfully led multiple transactions worth over INR 1,500 Cr. Efficiently coordinated with other investment bankers, legal counsel, chartered accountants and other intermediaries on the transaction. Successfully liaised and negotiated with stock exchanges and SEBI on important matters relating to client’s fund-raising transactions.

    • India
    • Accounting
    • 400 - 500 Employee
    • Intern - Audit & Assurance
      • Oct 2014 - Nov 2017

      Led several teams of article assistants under different assignments which enhanced my experience in planning the assignments and guiding my juniors. Participated in audit discussions with the Top Management and was entrusted to work on assignments single-handedly on multiple occasions. Handled some of the major clients of the firm while working under strict regulatory/internal deadlines, and yet produced an efficient outcome, which was highly appreciated by both seniors and the signing… Show more Led several teams of article assistants under different assignments which enhanced my experience in planning the assignments and guiding my juniors. Participated in audit discussions with the Top Management and was entrusted to work on assignments single-handedly on multiple occasions. Handled some of the major clients of the firm while working under strict regulatory/internal deadlines, and yet produced an efficient outcome, which was highly appreciated by both seniors and the signing Partner. Key assignments handled by me included - Statutory audit, Tax audit, Consultancy assignment for 1st-time adoption of IND AS, Transfer Pricing audit and Internal Audit. Show less Led several teams of article assistants under different assignments which enhanced my experience in planning the assignments and guiding my juniors. Participated in audit discussions with the Top Management and was entrusted to work on assignments single-handedly on multiple occasions. Handled some of the major clients of the firm while working under strict regulatory/internal deadlines, and yet produced an efficient outcome, which was highly appreciated by both seniors and the signing… Show more Led several teams of article assistants under different assignments which enhanced my experience in planning the assignments and guiding my juniors. Participated in audit discussions with the Top Management and was entrusted to work on assignments single-handedly on multiple occasions. Handled some of the major clients of the firm while working under strict regulatory/internal deadlines, and yet produced an efficient outcome, which was highly appreciated by both seniors and the signing Partner. Key assignments handled by me included - Statutory audit, Tax audit, Consultancy assignment for 1st-time adoption of IND AS, Transfer Pricing audit and Internal Audit. Show less

Education

  • Patkar-Varde College of Arts, Science, Commerce & Economics
    Master of Commerce, Business/Commerce, General
    2017 - 2019
  • The Institute of Chartered Accountants of India
    Master's degree, CA Final
    2013 - 2017
  • CFA Institute
    CFA Level II Cleared, Finance, General
    2015 - 2016
  • Narsee Monjee College of Commerce and Economics
    Bachelor of Commerce - BCom, Accounting and Finance
    2013 - 2016
  • Narsee Monjee College of Commerce and Economics
    High School, Business/Commerce, General
    2011 - 2013
  • Dr. S. Radhakrishnan Vidyalaya
    1999 - 2011

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