Roopal Bajaj

Experience

• 

  Luthra and Luthra Law Offices India

  Mar 2014 - Feb 2017

  Article Assistant

  Representing clients before assessing authorities, appellate authorities (ITAT & CIT (A)), High Court:• Preparing appeals, submissions and executive summaries for the hearings• Drafting responses to show cause notices and arguments through extensive research • Preparing supportive documents to be submitted at Tribunal and High Court • Executing transfer pricing (TP) assignments involving preparation of Form 3CEB and TP study• Drafting DRP (Dispute Resolution Panel) applications• Assisting clients on structuring of transactions Show less

• 

  EY

  Sept 2017 - Dec 2021

  Assisting and advising clients on corporate restructuring, buy-side/ sell-side advisory on M&A deals, succession planning, family governance advisory, joint venture structuring and tax due diligence.• Succession and estate planning – Designing trust structures for multiple Indian promoter families. Providing end to end implementation assistance for setting up of trust structure, conceptualization of wills and family charter• Advising family offices on family protocol and governance structure• Business reorganization for listed as well as privately held companies• Conceptualization of alternate structures for transactions• Pre-IPO structuring • Review of financial modelling and transaction documents• Conducting buy-side and sell-side due diligence Show less

  • Senior Consultant

    Oct 2019 - Dec 2021

  • Consultant

    Sept 2017 - Sept 2019
• 

  Singhania & Co. (S&Co.)

  Feb 2022 - now

  PCP Leader

  Responsible for setting up and leading the private client and investment funds practice of the firm focusing on:• Estate planning - Conceptualization and preparation of Will(s), designing and implementing Indian and offshore trust structures• Holding structure advisory/ asset structuring - Designing alternative investment holding structures efficient from tax and regulatory perspective• Corporate structuring to meet objectives such as cash repatriation, investor introduction, legal entity rationalization, simplification of group structure etc.• Structuring and setting up of AIFs – Angel Funds, VC Funds, Category II and III AIFs• Advising start-ups on various facets of funding, investor relations, designing ESOP plans, CFO services etc.• Personal tax advisory and regulatory compliances• Cross border tax and regulatory advisory involving inter-play between domestic and international laws Show less