Open to opportunities · Investment Banking · Capital Markets

Finance, engineered for decisions.

Investment banking & capital markets professional across IPO advisory, Pre-IPO consulting and debt capital markets. MSc Finance (Durham), B.Com (Hons) NMIMS, CFA Level I cleared. I value companies, structure issues and put capital to work.

Naman Gupta
CFA Level ICleared Jan 2026
₹100+ CrCapital mobilised
IPO Advisory◆Pre-IPO Consulting◆Debt Capital Markets◆DCF Valuation◆Bloomberg◆CapitalIQ◆Python◆Power BI◆SQL◆IPO Advisory◆Pre-IPO Consulting◆Debt Capital Markets◆DCF Valuation◆Bloomberg◆CapitalIQ◆Python◆Power BI◆SQL◆
About

Deals, not decks.

I work where capital meets companies: screening SME IPO candidates, valuing businesses with DCF, comparable multiples and asset-based approaches, and placing debt with institutions and Provident Fund Trusts.

Alongside the deal work I carry a technical stack – Bloomberg, CapitalIQ, Python, SQL, Power BI – so the numbers are fast, auditable and decision-ready. Credentials: MSc Finance, Durham University and CFA Level I cleared.

₹100+ Cr

Mobilised via bond & treasury placements

30+

Provident Fund Trusts empanelled

15+

SME IPO candidates screened

Level I

CFA – cleared 13 Jan 2026

Toolkit & credentials

What I bring to your desk.

Valuation & Deals

DCFComparable multiplesAsset-based valuationSwap-ratio modelsInvestment memos

Tools & Data

BloombergCapitalIQWRDSPythonRStudioSQLTableauPower BIeViewsAdvanced Excel

Capital Markets

IPO / Pre-IPOBond issuanceTreasury placementsCredit analysisDue diligence

CFA Level I

Cleared on 13 January 2026.

MSc Finance · Durham

2023–24. Risk Management, Portfolio Management, Derivatives, Security Analysis, Behavioural Finance.

B.Com (Hons) · NMIMS

2019–22, Mumbai. Corporate Finance, Financial Modelling, Banking & Insurance, Audit.

Experience

Track record.

JAN 2026 – PRESENT

Executive, Growth Office

Choice Consultancy (Choice Group) · New Delhi
  • Screened 15+ SME IPO candidates (₹50–500 Cr market cap) and recommended against proceeding where warranted – reasoning endorsed by senior management.
  • Advising a ₹500 Cr high-tension cable manufacturer on Pre-IPO positioning during a capacity-expansion phase.
  • Built the Wealth/Debt Capital Markets vertical from inception: 30+ PF Trusts empanelled, 20+ corporates engaged on treasury placements, ₹100+ Cr mobilised.
  • In active talks to arrange a state-level entity's bond issuance (name under NDA); supporting a strategic partnership with India Post Payments Bank.
OCT – DEC 2025

IPO Advisory

Independent · Noida
  • Assessed public-market readiness of a ₹22 Cr-revenue firm in a reverse-merger mandate; derived a ₹100 Cr valuation using Multiples, DCF and asset-based approaches.
  • Built investment memos and swap-ratio models; coordinated due diligence with SEBI Category III merchant bankers.
FEB – DEC 2025

Investment Analyst

Varrenyam Consultants · Gurugram
  • Evaluated ₹100 Cr funding proposals; benchmarked profitability, leverage and interest cover to assess creditworthiness.
  • Steel client (₹405 Cr revenue): advised on a ₹50 Cr working-capital line. Real-estate firm (₹190 Cr projected): recommended a ₹40 Cr line against project inventory.
JUL 2022 – AUG 2023

Accounts Analyst

Skynetiks Technologies · Delhi
  • Forecast monthly and annual revenue; ran account reconciliations; analysed data from 5,000+ entities to sharpen outreach.
MAY – JUN 2021

Intern

Delhi Cargo Service Centre · New Delhi
  • Analysed the credit book, assisted balance-sheet reconciliations and MIS reporting for management.
Selected work

Proof, not promises.

IRB Infrastructure

DCF Valuation & Pitch Deck

Pitch deck and full valuation model for IRB Infrastructure using the Discounted Cash Flow method.

VALUATION · DCF · INFRASTRUCTUREView valuation & deck ↗
Au

Is Gold a Good Hedge?

A research report testing whether gold hedges against stock market risk across different economies.

RESEARCH · HEDGING · MACRORead the report ↗

Pitch Deck: IndiGo

Investor pitch deck for India's leading low-cost airline – connecting people, connecting possibilities.

EQUITY PITCH · AVIATIONView pitch deck ↗
Milestones

Two countries. Two degrees.

Durham graduation
Durham, UKMSc Finance graduation
NMIMS graduation
2023 · Mumbai, IndiaB.Com (Hons), NMIMS
Durham University
Durham UniversityBusiness School
Contact

Got a seat that needs
sharper numbers?

Let's connect and explore how my expertise can benefit your team or project.