About Us
Vision
To inspire business houses in India to constantly grow and strive for excellence by being their strategic and financial partner throughout the life cycle of a company. This can be achieved on the basis of trust, sound knowledge and integrity.
Mission
To become a one-stop destination to fulfil all the financial requirements of Business houses in the country by providing best inclass Investment Banking services in a highly customer centric manner.
Strategy
The successful investment with diversification, active management,risk management, research-driven, long-term focus
Our Team
CA Samir Mehta
Founder and Managing Partner
He is a fellow member of the Institute of Chartered Accountants of India. The firm was established by a first-generation professional entrepreneur with key experience in Investment banking and project consulting/business advisory.
He has a wealth of experience supporting some of the largest and most complex stock exchanges.
He advises clients on business-critical and reputational situations, with extensive experience in complex cross-border M&A transactions, crises, capital markets, and international profile-raising matters.
Over 15 yrs. in Investment Banking & Capital Markets exposure: Work areas: Client coverage, deal origination, execution, and transaction closure.
Deal Origination and Execution of Capital Market Transactions. Actively involved in IPOs, QIPs, Buy-back, and Delisting mandates.
Mr. Pankaj Desai
Partner
He is a veteran in the industry. He has been part in structuring many large corporates in the publically listed space. His experience of over 40 years in the Industry gives the definitive edge to the Company. He has been the back bone of the Company.
His executional skills has helped many large corporate achieve their definitive goals. He has been part of many complex M & A buyout transactions across Industries.
Mrs. Sneha Mehta
Partner
She has completed MBA specializing in Finance. She is responsible for the formation and spearheading of a dedicated team of professionals for identifying opportunities and developing the marketing strategy for investment banking product offering. She also undertakes research for identifying undervalued stocks in order to provide value investing for our PMS clients since 10+ years
Ashma Patrekar
Digital Marketing Associate
Having completed an MBA specializing in Marketing and an extensive Digital Marketing course for her kitty, she is skilled at creating internet marketing strategies specializing in flyers and other corporate communications. Her rich and wide experience in the online marketing field helps to promote the company effectively to current and potential clients. She also approaches promising companies for funding requirements. Being a Marketing specialist, she researches and identifies new business opportunities, she uses her skills to pitch companies that exhibit promising future growth. She identifies companies that have possibilities to grow.
Bhavna Saini
Business Development Manager
She is a Commerce graduate specializing in Computer Science. She contributes to business growth by procuring new clients, especially for IPOs. Her research skills and effective pitching skills help reach new prospects through direct marketing. Word of- mouth and collaboration and researching new opportunities that come up in new and existing markets.
Rachana Acharya
Research Associate and Content Creator
She holds a Management Degree specializing in Finance. Being a Research Associate, she uses her analytical skills to analyze current and potential companies that exhibit a promising future for strategic alliance and collaboration with the company. Identifying key companies that show a future growth possibility and evaluating how the gap can be bridged through the partnership is what she brings across the table. Her impeccable oral and written verbal skills enable effective and purposeful communications with the top management of companies. Moreover, her originative, creative streak helps in crafting appropriate stories for the company