Gautam Bhatia — CEO
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.
Stackforce AI infers this person is a Finance Executive with expertise in investment strategy and governance across diverse sectors.
Location: Gurugram, Haryana, India
Experience: 21 yrs 7 mos
Skills
- Investment Evaluation
- Governance
- Strategic Planning
- Financial Analysis
- Business Planning
- Sales & Marketing Strategy
- Project Management
- Financial Reporting
- Financial Planning
- Cost Optimization
- Fund Raising
- Cost Control
- Budgeting
Career Highlights
- 20+ years of leadership experience in finance.
- Raised over ₹1,500 crores through various funding sources.
- Executed a $75 million IPO process successfully.
Work Experience
Shyam Group
CFO & Head – Single Family Office (1 yr 2 mos)
Nirvasa Digital Health Clinic
Chief Financial Officer (2 yrs)
MMR GROUP
Chief Financial Officer (1 yr 11 mos)
Desi Roots
Founder & CEO (1 yr 7 mos)
Antara Senior Living - A Max India Enterprise
Financial Controller (4 yrs 6 mos)
HomeShop18
Head - Business Planning (10 mos)
VNL
DGM - Finance (3 yrs 10 mos)
WNS Global Services
Manager - Finance (8 mos)
Roots Corporation Limited,- Ginger Hotels
Dy. Manager - Finance (2 yrs 1 mo)
IBM Daksh
Sr.Executive - Finance (2 yrs)
T.R.Chadha & Co
Audit Leader (1 yr)
Education
CA at The Institute of Chartered Accountants of India
Bachelor of Commerce (Hons) at University of Delhi
at Central Board of Secondary Education