Bhavin Surti

CEO

Dubai, United Arab Emirates11 yrs experience

Highly Stable

Key Highlights

16+ years in global finance and investment banking
Expert in cross-border transactions and capital structuring
CISI Wealth Certified with a focus on family offices

Stackforce AI infers this person is a Fintech expert specializing in corporate finance and investment strategies.

Contact

Skills

Core Skills

Corporate & Trade FinanceBanking & Finance Strategy

Other Skills

Family OfficesReal EstateProperty LawInvestment Advisory ServicesRisk ManagementPortfolio ConstructionFinancial MarketsWealth & Investment ManagementCFOFinancial AdvisoryTrusted Business PartnerFinanceFinancial AnalysisCorporate Finance

About

Senior Partner at Zaara Overseas, holding CFO and CIO mandates across multiple companies, with 16+ years of experience in global finance, investment banking and corporate advisory. Ex-Citi & Mashreq, CISI Wealth Certified, I work closely with family offices, corporates and high-net-worth individuals to structure capital, execute complex cross-border transactions and build scalable investment platforms across real estate, private equity and global markets. My expertise lies in translating complex financial, regulatory and market environments into clear, executable investment strategies—with a strong focus on Dubai and international capital flows. Education: • Bachelor’s in Business Management • PhD in Economics (in progress) I advise clients on: • Capital structuring & investment strategy • Cross-border deals & offshore structures • Real estate private equity & private credit • Family office & long-term wealth planning Focus: turning complexity into opportunity and capital into lasting value. 📩 Open to strategic discussions with investors, family offices and corporates seeking growth, diversification and institutional-grade execution.

Experience

Zaara overseas

Senior Partner

Jan 2020 – Present · 6 yrs 3 mos · Dubai, UAE · On-site

🚀 Lead international corporate advisory, guiding HNIs, family offices, and entrepreneurs through complex business formation, commodities trading, and private wealth structuring.
📈 Architect and manage fundraising strategies, multi-jurisdiction legal structuring, and banking solutions to secure capital and optimize growth.
🤝 Provide 1:1 business coaching and fractional CFO services to founders, helping them build scalable models, plan for exit, and navigate the Dubai market.
🌐 Build and leverage strategic channel partnerships with top-tier UAE banks and real estate developers to provide clients with exclusive investment access.

Corporate & Trade FinanceBanking & Finance Strategy

Citibank

Senior Manager – Corporate & Wealth Banking

Jan 2015 – Jan 2020 · 5 yrs · Dubai, United Arab Emirates · On-site

Managed a high-value portfolio of HNI and corporate clients, delivering structured solutions across investment, lending, treasury, and wealth management.
Consistently exceeded targets by structuring complex credit and investment deals while ensuring rigorous regulatory and compliance alignment.

Corporate & Trade FinanceBanking & Finance Strategy

Mashreq bank

Manager – Retail & SME Banking

Jan 2009 – Jan 2015 · 6 yrs · Abu Dhabi, UAE · On-site

Led client portfolio growth in the competitive retail and SME banking sectors, focusing on strategic acquisition and long-term retention.
Recognized for leadership excellence after supervising high-performing relationship teams to consistently exceed revenue and service benchmarks.

Corporate & Trade FinanceBanking & Finance Strategy

Education

Mumbai University

Bachelor’s in management studies — Accounting and Finance

Jan 2008 – Present

SYMBIOSIS INTERNATIONAL UNIVERSITY

Master’s in Business & Finance — Accounting and Business/Management

Jan 2014 – Present

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