This document contains the resume of Bhuvan Aggarwal which details his work experience, education qualifications, and personal details. He has over 10 years of experience in debt syndication and corporate advisory. Currently he works as the Manager of Debt Syndication at Mata Securities India Pvt. Ltd. handling client relations, financial modeling, and loan processing. Previously he has worked with Quest Profin Advisor Pvt. Ltd. and Citibank N.A. in similar roles. He holds a B.Com degree and is a qualified Chartered Accountant with additional qualifications in office automation and management skills.
This document contains the resume of Bhuvan Aggarwal which details his work experience, education qualifications, and personal details. He has over 10 years of experience in debt syndication and corporate advisory. Currently he works as the Manager of Debt Syndication at Mata Securities India Pvt. Ltd. handling client relations, financial modeling, and loan processing. Previously he has worked with Quest Profin Advisor Pvt. Ltd. and Citibank N.A. in similar roles. He holds a B.Com degree and is a qualified Chartered Accountant with additional qualifications in office automation and management skills.
This document contains the resume of Bhuvan Aggarwal which details his work experience, education qualifications, and personal details. He has over 10 years of experience in debt syndication and corporate advisory. Currently he works as the Manager of Debt Syndication at Mata Securities India Pvt. Ltd. handling client relations, financial modeling, and loan processing. Previously he has worked with Quest Profin Advisor Pvt. Ltd. and Citibank N.A. in similar roles. He holds a B.Com degree and is a qualified Chartered Accountant with additional qualifications in office automation and management skills.
This document contains the resume of Bhuvan Aggarwal which details his work experience, education qualifications, and personal details. He has over 10 years of experience in debt syndication and corporate advisory. Currently he works as the Manager of Debt Syndication at Mata Securities India Pvt. Ltd. handling client relations, financial modeling, and loan processing. Previously he has worked with Quest Profin Advisor Pvt. Ltd. and Citibank N.A. in similar roles. He holds a B.Com degree and is a qualified Chartered Accountant with additional qualifications in office automation and management skills.
Residence: 022 22911756 Cell: 98333 88429 Email: bhuvanagg@rediffmail.com Work Experience Mata Securities India Pvt. Ltd. August 2009 Till date Position Manager Debt Syndication Developing strong relations across various Banks/NBFCs/Other FIs Preparation of Financial Model and Project Report for the assigned project Preparation of CMA data/ Projections which are to be submitted with the Banks for arrangement of Term Loan & Working Capital Facility Interacting with the clients as well as Bank officials for timely processing of the Loan/ Project Finance proposal Assisting the Company in pre-disbursement formalities to avail the loan from the Banks
Quest Profin Advisor Pvt. Ltd. November 2007 August 2009 Position Asst. Manager - Corporate Advisory Debt Syndication Preparation of Financial Model and Project Report for the assigned project Preparation of CMA data/ Projections which are to be submitted with the Banks for arrangement of Term Loan & Working Capital Facility Interacting with the clients as well as Bank officials for timely processing of the Loan/ Project Finance proposal Assisting the Company in pre-disbursement formalities to avail the loan from the Banks Corporate Advisory Preparation of Valuations, scheme of Amalgamation, Valuation/Swap Ratio Report for Companies planning to do Amalgamation Analyzing, structuring and developing financing options based on the capitalization strategy/fund requirements of the Company Preparation of detailed Financial Model, Investor Memorandum, Investor Presentation, etc. Identification and selection of suitable investors who fit the Companys growth strategy Organizing and conducting investor meetings, responding to the queries raised by investors
Citibank N.A., Corporate & Investment Bank August 2005 July 2006 Position Industrial Trainee (Business Development Unit)
Obligor Analysis Credit Analysis of prospect companies, assessment of industries and business sectors Detailed Credit Appraisal of corporate clients, which includes analysing their key strengths and weaknesses and making future projections, simulation of financial statements in light of various constraints, qualitative analysis of operating and financial performance Business Analysis in terms of Profitability & Growth Evaluation of companies based on Annual and Interim financials Industry Analysis Analysis of various industries pertaining to industry characteristics and trends, a comparative evaluation of major players, their positioning, strengths and prospects Industry covered- Auto Components, Cables, Rice, Chemicals (Caustic Soda), Textiles, Shipyard, Colour Picture Tubes Managerial Activities Tracking and analyzing database of over 700 prospect companies Monthly and quarterly updating and reporting of prospecting activities IT Skills Acquired Working knowledge of CMIE database (Prowess)
Kailash Chand Jain & Co., Chartered Accountants August 2003 July 2005 Position Article Clerk
Conducted several Concurrent audits, Statutory audits, Internal audits and Tax audits: Concurrent Audit of State Bank of India, Corporate Accounts Group Branch, Ballard Estate, Mumbai Concurrent Audit of State Bank of India, Commercial Branch, Fort, Mumbai Statutory Audit of Central Bank of India, SEEPZ Branch, Mumbai Statutory Audit of Export Credit Guarantee Corporation, Project Finance Branch, Bandra- Kurla Complex, Mumbai Internal Audit of Himachal Pradesh Horticultural Produce Marketing & Processing Corporation Ltd., Mumbai Internal Audit of Kisan Mouldings Ltd., Mumbai
Educational Qualifications Degree University/ Board Year Percentage CA (PE-II) ICAI 2005 52.17% B.Com Mumbai 2005 74.50% CA (Foundation) ICAI 2003 54.75% H.S.C. CBSE 2001 63.25% S.S.C. CBSE 1999 81.00%
Additional Qualifications Certificate course in Office Automation from IAICE, Delhi
Certificate course on General Management and Communications Skills conducted by ICAI
Certificate Course on MS Excel Level 2 from Pragati Software Pvt. Ltd., Mumbai
Extra-Curricular Activities Attended workshops on Personality Development by Mr. Madhukar A. Parlekar
Coordinating cultural events in the college
Active Participation in debates, sports and other events
Achievements Stood 1st in the First year of Bachelor of Commerce degree in College
Stood 3rd in the Second year of Bachelor of Commerce degree in College
Stood 3rd in the Final Year of Bachelor of Commerce degree in College
Personal Details DATE OF BIRTH: 6 th December 1983 SEX: Male MARITAL STATUS: Single LANGUAGES KNOWN: English, Hindi, and Punjabi HOBBIES: Surfing net, Cricket, Meeting new people