Mitul Raval

CEO

Mumbai, Maharashtra, India5 yrs 8 mos experience

Most Likely To Switch

Key Highlights

CEO & Co-Founder of ValuMonk, leading investment strategies.
Expert in guiding startups through critical growth phases.
Proven track record in wealth management and financial planning.

Stackforce AI infers this person is a Wealth Management and Financial Planning expert with a strong background in Deal Advisory.

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Skills

Core Skills

Family Wealth ManagementInvestment StrategyGrowth AdvisoryInvestor RelationsDeal AdvisoryBusiness ValuationTax AuditsAccountingAudit ExcellenceFinancial Insights

Other Skills

Data AnalysisInvestor EducationStrategic PartnershipsPersonal Financial PlanningStart-up Leadership

Experience

5 yrs 8 mos

Total Experience

1 yr 11 mos

Average Tenure

2 yrs 8 mos

Current Experience

Self

Strategic Startup Advisor

Mar 2024 – Present · 2 yrs 3 mos · Mumbai, Maharashtra, India · Hybrid

As a strategic startup advisor, I specialized in guiding companies through critical growth phases, focusing on strengthening investor relations, advancing impactful growth strategies, refining business intelligence systems, and optimizing costs to ensure sustainability and scalability.
I partnered with founders and executive teams to craft resilient, scalable business models equipped for long-term success. I most recently advised a logistics aggregator company based in Mumbai.
Scope of Expertise:
Investor Relations: Cultivated strong communication channels between startups and investors, ensuring consistent, transparent updates on performance and milestones to build trust and alignment on growth objectives.
Growth Advisory: Provided strategic insights and actionable roadmaps for expansion, including competitive positioning and identifying scalable opportunities aligned with the business’s core strengths, ensuring sustainable growth.
Business Intelligence Systems (MIS): Designed and implemented robust MIS frameworks that delivered critical insights, empowering data-driven decision-making and enhancing operational efficiency across the organization.
Cost Optimization: Conducted thorough operational assessments to uncover cost-saving opportunities, implementing lean methodologies that reduced waste and optimized resource allocation, all without compromising quality or value.

Data AnalysisStart-up LeadershipStrategic PartnershipsPersonal Financial PlanningBusiness ValuationGrowth Advisory+1

Valumonk investments

Co-Founder & CEO

Oct 2023 – Present · 2 yrs 8 mos · Mumbai · On-site

ValuMonk is a modern wealth advisory firm helping professionals, CXOs, entrepreneurs, HNIs, family businesses, and couples build long-term wealth through disciplined, research-driven investing.
Our approach combines portfolio management, mutual funds, and bespoke wealth solutions with a strong focus on capital preservation, financial clarity, and long-term compounding.
As Founder & CEO, I lead investment strategy, client advisory, business growth, and brand building at ValuMonk.

Family Wealth ManagementData AnalysisInvestor EducationStrategic PartnershipsPersonal Financial PlanningInvestment Strategy

Deloitte

Deputy Manager

Sep 2021 – Apr 2023 · 1 yr 7 mos · Mumbai

Deal Advisory - Sector Focus: Consumer & D2C

Data AnalysisStrategic PartnershipsBusiness ValuationDeal Advisory

Kpmg india

2 roles

Senior

Promoted

Nov 2019 – Apr 2021 · 1 yr 5 mos · Mumbai Area, India

Deal Advisory - Sector Focus: Consumer

Tax AuditsData AnalysisAccountingBusiness Valuation

Staff Accountant

Sep 2016 – Sep 2019 · 3 yrs · Mumbai Area, India

As a Staff Accountant at KPMG India, I conducted comprehensive audits and provided financial insights across a diverse range of industries such as Chemicals (listed), Paints, IT-enabled services, Manning services, Pharmaceuticals (listed), Logistics, Healthcare, Oil & Gas, and Stationery Manufacturing.
Audit Excellence: Led detailed audits that included revenue analysis, cut-off procedures, treasury, payroll, taxation, and company-level analytical reviews, ensuring compliance and accuracy for high-impact clients.
Process Reviews for IFC Compliance: Conducted in-depth reviews of key financial processes, including Procure to Pay (P2P), Order to Cash (O2C), Fixed Assets, Treasury, and Financial Statement Close Process (FSCP), as part of IFC reporting.
Audit In-Charge Experience: Served as the audit in-charge for statutory and tax audits of clients with turnovers ranging from INR 100 crore to INR 500 crore, managing these assignments independently during my 2nd and 3rd years of articleship.
Recognition for Initiative: Awarded the Kudos Award for my proactive approach, consistently demonstrating a strong commitment to learning and excellence in handling assignments.
Collaborative Client Solutions: Partnered with IT, Tax, and Ind AS implementation teams at KPMG to deliver integrated audit engagements, adding value through a cohesive approach that addressed client needs holistically.
Short-Term Secondment to CFO Advisory: Selected for a secondment to KPMG’s CFO Advisory Department, gaining valuable exposure to strategic financial advisory work and expanding my expertise in high-level financial operations.

Tax AuditsData AnalysisAccountingAudit ExcellenceFinancial Insights