Prateek Bhatia

Experience

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  Adroit Financial Services Pvt Ltd

  Nov 2007 - Nov 2009

  Trainee Assistant
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  Bullero Capital Ltd

  Feb 2012 - Mar 2012

  Short Term Project on Banking Industry

  Analysed the banking industry using different factors like capital adequacy, asset quality, management quality,earning quality and liquidity(CAMEL)Detailed Analysis of Banking sector(Ratio Analysis and valuation)1. We evaluated all the listed banks 2. Based our Study on CAMEL approach3. Ranked them on the basis of there ratios. 4. This approach could be used by investor to buy any banking stock for long term.

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  Religare

  Apr 2012 - Jun 2012

  Intern at

  Department & Organization: Equity Research, Religare Securities LimitedTitle: “Evaluation of Statistical Arbitrage Opportunity in Indian Stock Market and a Model Formation”Project Description: Used statistical concepts like regression, correlation and normal distribution to identify trading opportunities; by testing relative valuation of stocks to find overvalued and undervalued stocks.

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  Deloitte Financial Advisory India Private Limited

  Dec 2013 - Sept 2015

  Associate

  Was responsible for building complex business valuation model to value securities (common and preferred) with complex capital structure of venture backed company in development stage till commercial/late stage.Provided valuation opinion/reports to clients to comply with IRC 409A (tax compliance purpose) and ASC 820 (Fair value measurement). Assisted Deloitte Audit as an Internal Fair Value Specialist for market offerings, such as IRC 409A, ASC 350, and ASC 805. Worked on 75+ companies valued by other leading global valuation providers.Performed valuation audit for global private equity funds. Expertise in private equity valuation – equity and debt security investments.Established and strengthened relationships between the onsite team and offshore clients by directly handling end to end projects. Show less

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  Aranca

  Sept 2015 - Nov 2017

  Provided multi-disciplinary valuation advisory services including business valuation of enterprises for transaction advisory, financial reporting, tax compliance, and litigation support purposes.Prepared comprehensive valuation reports and presentations which include valuation analysis, industry overview, and economic overview based on independent analysis and detailed discussions with the management.Established and strengthened relationships between the onsite team and offshore clients by directly handling end to end projects.Managed a team while handling multiple tight deadline projects and have delivered on time with quality output. Worked on client pitch and proposals, while managing client on-boarding process. Valued 50+ high growth companies in various industries such as information technology, financial technology, internet-based businesses, etc. Show less

  • AVP

    Nov 2016 - Nov 2017

  • Senior Research Analyst

    Sept 2015 - Oct 2016
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  KPMG India, Deal Advisory

  Nov 2017 - Mar 2019

  Senior Associate
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  KPMG India

  Mar 2019 - Jul 2022

  • Associate Director/Vice President

    Apr 2021 - Jul 2022

  • AVP

    Mar 2019 - Apr 2021
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  PwC Australia

  Aug 2022 - now

  • Director

    Jul 2024 - now

  • Senior Manager

    Aug 2022 - Aug 2024