Our Team

We

Professional and Experienced Financial Consultants​

Executive board

Managing Partner

Kunal Kapoor

A qualified CFA from CFA Institute (USA), Kunal holds a Chartered Accountancy background and is a Delhi University graduate.

He has a rich experience in Equity Research and proprietary trading of stocks with specialisation in fundamental & Technical Analysis.

He acts in the advisory board of various investment consultancies in Delhi-NCR with a breadth of experience in wealth management.

He has also served as an auditor in the Statutory Audit team of renowned CA firms of New Delhi & delivered high quality audit and assurance services to top public sector banks(PNB,OBC & others) & big listed corporates.

He is also a passionate sportsman with National achievements in Table Tennis and Hockey.

Managing Partner

Dhawal Pant​

A Private Equity professional with core competencies in Valuation advisory, Dhawal had been a part of the Private Equity practice of the Data and Information behemoth IHS Markit in Gurgaon.

He is a CFA from CFA Institute, USA & a qualified Chartered Accountant. He is an expert in financial modelling, equity & debt valuations, and Fundamental Analysis. He’s a Delhi University commerce graduate as well.

He has as a rich experience in Statutory Audit of various listed business houses from S.S. Kothari Mehta & Co., a top ranked Chartered Accountancy firm in India.

He’s a trained vocalist from Gandharva Mahavidyalaya, New Delhi and is a lead vocalist in HigherGround, an experimental music project.

Advisory Board

Legal & Compliance Head​

Jatin Kapoor​

A qualified lawyer and Company Secretary, Jatin holds a post graduation diploma in corporate & legal management. With expertise in Corporate Law, he has a diverse experience in Corporate Advisory, Transaction advisory, Insolvency & Bankruptcy Law as well as Company Litigation.

He is a member of Bar Council of India and represents his clients in High Courts and Supreme Court of India.

He has served Fortune 500 companies in various legal matters.

He is also a professional cricketer and he has represented India in Lawyers cricket world cup held in Sri Lanka. He has also represented Delhi in various national championships.

Taxation Head​

Abhishek Sood​

Abhishek is a qualified Chartered Accountant from ICAI.

He is a corporate taxation expert and has worked with Big4 firms as a part of taxation advisory practice in KPMG. He has also worked with globally renowned firm BDO and K.C. Khanna, a New Delhi based CA firm since 1942.

He also has a statutory audit & internal audit experience of numerous years & has lead a team of auditors on assignment of top PSU banks (PNB, Canara Bank etc.) & listed companies of India.

Business Head, Risk Management & Corporate Advisory

Avinash Rajput

Avinash is a Process Risk Assessment specialist who also holds a Chartered Accountancy Background and is a Delhi University graduate.

He has rich experience working in internal auditing, Business Process Improvement, and startup consultancy.

He has a working experience of almost 7 years in risk assurance & has worked with top tier consulting firms of India . He has delivered various business consultancy services to top notch global Corporate houses including General Electric, Baker Hughes, Harley Davidson, Aricent Technologies etc. and leading domestic listed companies like Hero Motocorp, Sterling Tools Ltd, Eicher Motor's Royal Enfield etc.

He is also a Certified Market Professional from the National Stock exchange of India from the age of 19 with experience in Indian Capital Markets & Mutual Funds Advisory.

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