For more than 40 years, our experts have been enabling entreprenuers manage and grow their wealth.
Walter has been instrumental in the formation and growth of the group since its inception. He has used his intensive network and excellent rapport with banks, institutions, governmental and semi-governmental organizations to successfully plan and execute a diverse range of projects in India and overseas. Over the last four decades, he has advised corporates on business incubation, planning and funding besides hand-holding several organizations throughout their journey including planning business exits.
An eminent speaker on subjects such as project finance, banking, funding, & management consultancy, he shares his knowledge and experience at various seminars conducted by professional bodies across India. He also contributes to the WIRC referencer by way of an article on financial parameters. Due to his rapport with clients developed over the years and his prompt & efficient professional service, he has been able to retain clients for the group for over three decades.
He is also a trustee in ‘Muskaan Sharing Smiles’, an NGO set up for the educational benefits of underprivileged children.
Sunil has extensive industry experience covering segments such as Textile, Technology, and Banking. His key strengths include a comprehensive analysis of various business issues and providing innovative solutions. He is involved in serving some of the key clientele for banking solutions, both domestic and international. He capitalized on his knowledge in the field of merchant banking and brings to the table more than 3 decades of experience in capital structuring matters to render valuable solutions. He believes in delivering creative and out-of-the-box solutions for clients.
Ashok heads the company’s Direct Tax Practice and Consultancy in Domestic and International tax matters. He capitalized on his knowledge in the field of direct taxation and foreign investment and has more than 3 decades of experience in search and seizure matters. He renders valuable consultancy services in Domestic and International Taxation for the organization and is adept at solving complex taxation issues for clients.
Diana joined the Group in 2017, having changed her profile from Banking to Consulting. She was a seasoned banker, having spent over 25 years in a MNC bank. Her profile in banking mainly encompassed Risk Management, Credit Risk and Operational Risk. She also has experience in other support areas related to banking covering Governance, Project Management and Business Continuity Management. She is currently involved in banking and succession planning advisory.
Chintan heads the Transaction Advisory and Corporate Law practices besides overviewing Audit and Tax compliance for the organization’s clientele. He has led Due Diligence, audits of listed companies, handled IPO certifications, etc. Besides being a qualified CA, he holds rank at all levels in the CMA examination. He has sound technical knowledge of International GAAPs, Corporate Law, FEMA & Direct tax laws.
Ramakant is a Lawyer, Chartered Accountant & Company Secretary and is presently the managing partner of Sterling Associates, a law firm specializing in capital markets. Ramakant has carved out a niche in the areas of capital markets, securities laws, taxation, regulatory compliance, and financial law advisory. He was a part of JM Morgan Stanley Pvt. Ltd. for 14 years where he was heading the Legal and Compliance Cell of the investment banking division with a specific focus on deal structuring, public issues, setting up of mutual funds, regulatory compliance, and transaction support.
Garvit qualified in 2016, has gained considerable experience since then in Corporate Advisory. He has experience in rendering external CFO services, Debt Syndication, Management Consultancy, and other Corporate Advisory services, for the MSME sector. He heads a team rendering external CFO services for clients.
Uttam is a Company Secretary & a Law / Commerce graduate. He has experience of 25 years in Corporate Law, Listing matters and advises clients on regular compliances under Companies Act. He also advises clients on M&A transactions, internal restructuring in Client Groups, NCLT matters and conducts legal diligence.
Uttam is also on the committee of certain educational institutions.
Deepak has completed his internship with the Group and since then he’s been a prime resource for Debt Syndication & Banking Consortiums. He is equipped with the information and strategies that a financial advisor needs to succeed in an increasingly complex environment. Apart from assisting clients in financing decisions, he has been instrumental in several deals of business acquisition for clients. He heads a team rendering external CFO services for clients.
Venkat joined the Group as a Consultant - Brand, Print and Social Media. He manages the brand, print production, design and social media service requirements for clients. Venkat has over 30 years of experience with a leading financial institution managing brand, corporate communication and social media functions. He was responsible for managing a diverse range of activities like formulating and driving the branding strategy and internal/external communications, social media campaigns (LinkedIn, Twitter, Facebook), Intranet portal, website set-up and management across businesses. His area of expertise includes design, print production of internal and external publications (Newsletter, Corporate Brochures, Annual Reports, Calendars, HR documents), corporate films, organizing AGMs & conference and managing corporate social media promotions on LinkedIn, Twitter, Facebook, etc. Various print products like annual reports, calendars & corporate films produced/managed by Venkat have been acclaimed and received top awards from locally renowned industry bodies.
Having gained hands-on experience over the years and a long-standing association/ relationship with leading design, print production, social media houses and studio setups, have enabled him to manage assignments diligently even at short notices.
Satish manages the UAE business of the Group and supports clients in gaining a foothold in the region. He has served in MNCs for over 25 years in the areas of Supply Chain, Area Management, Marketing & Customer Service. On this wealth of experience in the Middle-East & Africa region, he started his consulting firm in 2011, providing services in the aforementioned fields, as well as Project Management.