Anil Bhambhani
Profile § Enjoys long work days and cherishes capital Markets
§ In depth knowledge of Equity Valuation, Portfolio Construction and Corporate Finance
§ Excellent leadership
Overview Anil Bhambhani has overall nine years’ experience in the Investments and Corporate Finance. Anil holds C.A. (CPA equivalent) and C.W.A. (CMA equivalent) degrees from Institute of Chartered Accountants of India and Institute of Cost and Works Accountants of India respectively. Currently he renders consultancy since November, 2002
Professional Experience
From November – 2002
Rendering consultancy in the field of
§ Wealth Management and Solutions
o Thorough knowledge of Equity Research, various sectors and Mutual Funds.
o Expertise in quantitative and qualitative analysis viz. standard deviation, beta, alpha, sharpe ratio, R-square, Tracking error and info ratio.
May, 2002 To October 2002 Vivro Financial Services Pvt. Ltd. India ([login to view URL])
M/s Vivro Financial services Pvt. Ltd; SEBI Registered Category I Merchant Banker has been rendering Project consultancy, Financial services, Merchant banking and corporate planning services for the last 20 years.
Sr. Manager - Finance
The work area comprises of
§ Analysis of debt structure of the company and restructuring of existing debt by way of reschedulement/ swapping of rupee term loan into either foreign currency loan or rupee term loan to reduce of existing rate of interest.
§ Valuation of Business.
§ Analysis of financial statements and determination of the nature and quantum of the funds requirements considering relevant aspects.
§ Preparation of Project Report comprising of various business models like projections, break-even calculations, DSCR, cash flow, fund flow, NPV, IRR, Payback period and CMA data.
§ Liaison with Financial Institutions and Banks i.e. Export Import Bank of India, ICICI, IDBI, State Bank of India.
§ Active participation in Business Development
Jan, 1995 – April, 200 Agrawal Manish & Associates India
Chartered Accountants
Ahmedabad.
Head - Corporate Finance Division.
§ Arranged Finance to the tune of approximately Rs. 100.00 Crores from Gujarat Industrial Investment Corporation Ltd. (GIIC), Gujarat State Financial Corporation (GSFC), both state industrial development corporations and Banks for various clientele.
The work area comprised of
§ Analysis of financial statements and determination of the nature and quantum of the funds requirements considering relevant aspects.
§ Preparation of Project Report comprising of various business models like projections, break-even calculations, DSCR, cash flow, fund flow, NPV, IRR, Payback period and CMA data.
§ Preparation of restructuring proposals - reschedulement of loans.
§ Liaison with Financial Institutions viz. GIIC, SIDBI, GSFC, and Banks.
§ Compliance of all legal formalities viz. Registered/Equitable Mortgage, Hypothecation, Personal/Corporate Guarantee, Agreements and Undertakings etc.
§ Compliance of disbursement procedures to avail the loan.
§ Active participation in Business Development
In-charge of Audit, I. Tax & ROC work.
§ Have thorough knowledge of Accounting standards, I. Tax Act, 1961, Companies Act, 1956, Central Excise Act, 1944.
Sound knowledge of
§ Computer applications like Microsoft Windows, DOS, Word Star, Qpro, and Tally etc.
1991 - 94 Babubhai Patel & Co. India
Chartered Accountants
Ahmedabad.
Article Clerk as per ICAI Regulations
§ Successfully handled the assignments of Audit work of reputed companies and Banks.
§ Acquired the knowledge of taxation as well as ROC work.
Education 1997 Institute of Cost and Works India
Accountants of India
§ Grad. C.W. A.
1998 Institute of Chartered India
Accountants of India
§ C.A.
1991 Gujarat University India
§ Bachelor of Commerce
KRAs § Planning and systematic work execution.
§ Perfect orientation towards performance
§ Have strong analytical, managerial capabilities
§ Good Motivation and leadership skills
§ Excellent communication skills
§ Can mould the abilities according to the needs of the organization
Languages Fluent in English, Hindi, Gujarati and Sindhi
Interests and activities Reading, Sports, Music, Traveling
Personal Details
Date of Birth
Gender
Marital Status
20th December 1969
Male
Married having 1 baby girl
Spouse: [login to view URL], A.C.A.
Investment Advisor
Regd. Independent Advisor with AMFI