Gautam Bhatia

CEO

Gurugram, Haryana, India21 yrs 7 mos experience

Key Highlights

  • 20+ years of leadership experience in finance.
  • Raised over ₹1,500 crores through various funding sources.
  • Executed a $75 million IPO process successfully.
Stackforce AI infers this person is a Finance Executive with expertise in investment strategy and governance across diverse sectors.

Contact

Skills

Core Skills

Investment EvaluationGovernanceStrategic PlanningFinancial AnalysisBusiness PlanningSales & Marketing StrategyProject ManagementFinancial ReportingFinancial PlanningCost OptimizationFund RaisingCost ControlBudgeting

Other Skills

Wealth StrategyAsset AllocationPortfolio ManagementRisk ManagementCapital AllocationCash Flow ManagementComplianceCustomer NegotiationsAudit ComplianceRevenue AssuranceStrategic Decision MakingBusiness Model DevelopmentStatutory ComplianceForecastingFinancial Modeling

About

CFO & Head of a Single Family Office, responsible for leading investments, governance and long-term wealth strategy across multi-asset portfolios. Oversees asset allocation, portfolio management and periodic realignment to maintain a disciplined and future-ready investment approach. Leads portfolio strategy, risk frameworks, succession planning and capital allocation with a focus on stability, discipline and generational growth. Actively involved with portfolio investee companies across medtech, manufacturing and technology—working closely on strategy, governance, capital allocation, financial discipline and long-term value creation. A Chartered Accountant with 20+ years of leadership experience, having raised ₹1,500+ crores through private equity, venture capital and banks, executed a $75Mn IPO process, and built enterprise-wide systems that strengthen governance and performance. Experience spans investment evaluation, strategic planning, controllership, business transformation, restructuring through mergers and protecting wealth through disciplined decision-making.

Experience

21 yrs 7 mos
Total Experience
1 yr 11 mos
Average Tenure
--
Current Experience

Shyam group

CFO & Head – Single Family Office

Feb 2025Apr 2026 · 1 yr 2 mos · Gurugram, Haryana, India · On-site

  • Lead investments, governance and long-term wealth strategy across diversified multi-asset portfolios.
  • Oversee asset allocation, portfolio management and periodic realignment aligned to risk and return objectives.
  • Drive capital deployment, liquidity planning and wealth preservation strategies.
  • Evaluate public market, private equity, venture capital, real estate and alternative investment opportunities.
  • Actively partner with portfolio companies across medtech, manufacturing and technology on growth, governance and value creation.
  • Review business plans, budgets, MIS, KPIs and funding requirements of investee companies.
  • Establish robust governance, risk management and internal control frameworks across entities.
  • Lead succession planning, trust structures and long-term legacy architecture for generational continuity.
  • Advise principals on strategic decisions, market outlook and capital allocation priorities.
Investment EvaluationGovernanceWealth StrategyAsset AllocationPortfolio ManagementRisk Management+1

Nirvasa digital health clinic

Chief Financial Officer

Feb 2023Feb 2025 · 2 yrs · Gurugram, Haryana, India · On-site

  • Nirvasa is pioneering India's First Multi-Specialty Digital Health Clinic and has revolutionized primary healthcare in India. Established in 2019, Nirvasa is dedicated to making high-quality healthcare services accessible and affordable to millions of people. By leveraging advanced technology, Nirvasa offers a comprehensive end-to-end digital healthcare experience that empowers patients to take charge of their well-being.
  • With over 200 doctors and health experts spanning five specialties and 23 sub-specialties, Nirvasa ensures that each patient receives personalized treatment and ongoing care throughout their healthcare journey. Patients can conveniently access virtual consultations, receive tailored treatment plans, and obtain expert dietary guidance through the platform, all from the comfort of their digital devices.

Mmr group

Chief Financial Officer

Mar 2019Feb 2021 · 1 yr 11 mos · Greater Delhi Area

  • Strategy :
  • Partner with the MD on all operational and strategic areas
  • Provide strategic recommendations to the MD based on financial analysis and projections, cost
  • identification & allocation, and revenue/expense analysis
  • Provide Strategic Leadership by translating organization vision into long term strategic objectives
  • through effective mobilization of finances and optimizing the value chain
  • Business Plan projections and budgeting :
  • Lead and facilitate the preparations and delivery of the annual budget, forecast, long term strategic
  • plan and monthly operating reviews / group reporting
  • Provide the financial and commercial perspective in the development of business strategies and
  • review of financial investment proposals for the expansion of existing businesses and growth of new
  • businesses
  • Cash flow management :
  • Effective treasury management, financial risk management and support fund raising initiatives.
  • Ensure working capital management, Opportunity Document
  • Capex and Financing
  • Optimization of Capex cost through analysis and bench-marking
  • Financial reporting, Statutory and Legal Compliance :
  • Preparation of Investor and Business review presentations & presenting to Board / Audit committee
  • Coordination with internal & external departments, statutory bodies, government departments
  • ensuring registrations and compliance
  • All filling including TDS, GST & other statutory compliances
  • Study legal framework of agreements, participate in negotiation, draw up agreements
Strategic PlanningFinancial AnalysisBudgetingCash Flow ManagementFinancial ReportingCompliance

Desi roots

Founder & CEO

Aug 2017Mar 2019 · 1 yr 7 mos · Noida Area, India

  • Business Development:
  • Responsible for formulating sales & marketing plan for the company.
  • Undertook marketing research, mapping pricing strategy with respect to competition & market.
  • Responsible for formulating & executing strategy for brand building.
  • Business Planning:
  • Managing Overall budgets, formulating Business Plans & forecasts
  • Key Customer discussions to keep healthy margins; Vendor negotiations to keep strict control on
  • costs.
  • Predictive Modelling functions including competitor analysis, industry assessment, product- line wise
  • detailing besides others.
  • Liaising with Financial Advisors, Institutions & Investors:
  • Fund Raising from various sources;
  • Managing Cash Flows.
  • Audit, Compliance & Reporting,
  • Liaising & finalising Annual & Routine Audit with External Auditors
  • Overseeing all Statutory Compliance
  • Managing the complete compliance & reporting requirements.
Sales & Marketing StrategyBusiness PlanningCustomer NegotiationsFund RaisingAudit Compliance

Antara senior living - a max india enterprise

Financial Controller

Feb 2013Aug 2017 · 4 yrs 6 mos · Okhla, Delhi

  • Spearheading Project Management for Flagship project – Responsible for Overall Finance function, Reporting, Controlling Project & Corporate Costs.
  • Key Control areas:
  • o Managing Overall budgets, formulating Business Plans & forecasts
  • o Key Customer discussions to keep healthy margins; Vendor negotiations to keep strict control on costs
  • o Operational Efficiency management for Project site
  • Liaising with Financial Advisors, Institutions & Investors:
  • o Leading the discussions for Loan tie-ups with Banks
  • o Fund Raising basis requirement from various sources; Fund Raising ~USD 63 Million
  • o Managing Cash Flows
  • Audit
  • o Liaising & finalising Annual & Routine Audit with External Auditors
  • Compliance & Reporting
  • o Overseeing all Statutory Compliances
  • o Managing the complete compliance & reporting requirements for bouquet of entities functioning for MAX Antara
  • Strategy & Planning:
  • o Predictive Modelling functions including competitor analysis, historical data analytics, industry assessment, product and service line wise detailing besides others
  • Steering initiatives for Finance Process Improvements; Leading & mentoring the performance of team members and organising trainings for them to increase their efficiency
Project ManagementFinancial ReportingComplianceCash Flow Management

Homeshop18

Head - Business Planning

Apr 2012Feb 2013 · 10 mos · Noida, Uttar Pradesh, India

  • Highlights:
  • Effectively managed the Revenue Assurance & Sales Growth functions entailing:
  • o Sales Enablement: Solution Selling vs. Product Selling, Bundling; Client & Competitor Intelligence
  • o Revenue Control: Revenue Assurance Framework to eliminate leakages resulting in Margin improvement
  • o Identifying potential customers/ deep pockets
  • Key Impact: Break even for TV Sales Business before plan
  • Core team member for confidentially filing with SEC to raise growth capital in IPO. PE fund raised ~USD 30 Million
  • Drove Cost Optimization Initiative by determining appropriate cost base vs. knee jerk cost cutting leading to trimmed costs without impacting efficiency; facilitated Benchmarking by deciding current status & desired place which resulted in cost control & best in class rating
  • Key Impact: Well thought of Cost reduction in identified areas instead of blanket reduction across
  • Partnered the Development & implementation of Financial Planning System, helped in reducing the reporting time by 20 days
  • o Standardization of process & reporting – Best in class
  • o Automating the finalized plan to make it real time on a common online platform
  • Exhibited skills in Strategic Decision Making like conducting:
  • o Cost Benefit Analysis, Project Evaluation and Key Performance Indicators Reporting
  • o Commercial Analysis entailing Delivery Mix, Margin, Standardized Models and Alternative Solutions
  • Assessing financial data & trends, Variance analysis, thereby developing forecasts as well as projecting financial probability of new projects, short & long term investments; understanding trends in costs levels for various heads and determining the standard cost
  • Annual Budgets & Strategic Planning for 5 years; collaborating with functions and businesses and agreement with Business Heads & CFO
Revenue AssuranceCost OptimizationFinancial PlanningStrategic Decision Making

Vnl

DGM - Finance

Jun 2008Apr 2012 · 3 yrs 10 mos

  • Successfully transformed an “R&D” company to “Product” Company and finally transformation into a “Commercial” Company. Established and led the Finance team, set-up the complete finance function.
  • Directed a gamut of functions and activities:
  • Information memorandum, Financial plan, Investor presentation & teaser document. Raised Funds ~ USD 8 Million
  • ERP System implementation
  • Product Pricing, Customer proposal and tendering
  • Business model and coordinating with the Top Management on critical business planning and developing complete model
  • Streamlined various processes related to sales, purchase & requisition, salary and manpower within a very short span of time
  • Sales Growth Support
  • Solution selling: Well-rounded Customer value proposition, making financial sense of the proposition.
  • Commercial proposals for tender submissions, Customer negotiations.
  • Pre-sales financial support for the global sales teams
  • Product pricing & Costing
  • Fund Raising
  • Private Equity – Preparation of Information Memorandum, Business Plan & Financial Model
  • Raised working capital & Term loans
  • Financial Planning & Analysis :
  • ? Formulation of Long term business plan & Strategy for future growth
  • Established & implemented Annual budget process
  • Spearheaded financial planning & analysis, forecasting & Reporting.
  • Implementing ERP system (Microsoft Navision) in the organization
  • Implemented SoPs for the smooth functioning of operations.
Financial PlanningFund RaisingBusiness Model Development

Wns global services

Manager - Finance

Oct 2007Jun 2008 · 8 mos

  • Managed activities related to Financial Planning, Reporting, and Cost Control for BFSI vertical.
  • SOX Compliance and liaised with the SOX auditors (both internal & external) for testing and walkthrough activities
Financial PlanningCost ControlStatutory Compliance

Roots corporation limited,- ginger hotels

Dy. Manager - Finance

Sep 2005Oct 2007 · 2 yrs 1 mo

  • Involved in financial planning & analysis, budgeting & forecasting and funds management.
  • Responsible for finalization of Books of accounts as per Indian GAAPs, handling statutory/Tax, Internal Audits, project audits and managing project closure & capitalization and preparing MIS & management reports.
Financial PlanningBudgetingForecasting

Ibm daksh

Sr.Executive - Finance

Sep 2003Sep 2005 · 2 yrs

  • Deputy Financial Analyst reporting to Unit Financial Controller (Sep03 to Aug 05). An Offshore Service Provider catering to clients from various industries.
  • Responsibilities included
  • Monthly MIS and Variance Analysis
  • Assisting in Preparation of Annual Budget and Rolling forecasts
  • Bank and Inter Unit Reconciliation
  • Monthly Closing of Books of Accounts
  • Statutory Compliance- HLWF, TDS, PF. ESI
  • Finalization of Books of Accounts & Tax audit
  • Coordination and assistance to Statutory and Internal Auditor

T.r.chadha & co

Audit Leader

Jan 2002Jan 2003 · 1 yr

  • Led the audit team in various Statutory, Internal and Tax audits.

Education

The Institute of Chartered Accountants of India

CA — Commerce & Finance

Jan 2002Present

University of Delhi

Bachelor of Commerce (Hons)

Jan 1997Jan 2000

Central Board of Secondary Education

Jan 1997Present

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