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Amit Mahtani

Amit Mahtani

Investment Research

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  • Timeline

  • About me

    CFA L3 Candidate | CIMA (UK) | PwC | Valuation of Private Equity/Venture Capital Investments | Valuation of Debt Instruments| Investment Banking | Pilot Projects | Visiting Faculty Member

  • Education

    • CFA Institute

      -
      Finance

      CFA Level 3 Candidate

    • The Chartered Institute of Management Accountants

      -
      ACMA, CGMA Management Accounting 66%

      Strategy, Management Accounting & Corporate Finance.

    • Calcutta University

      -
      Bachelor's Degree Corporate Finance, Management Accounting & Financial Accountancy. 66%

      A First Class Commerce Graduate with majors in Finance & Accountancy. • Corporate Finance(87%) • Financial Accountancy(78%) • Management Accountancy (76%)Participated in case studies pertaining to the dairy farming and perfume sector during graduation.

  • Experience

    • Pvt Company

      Nov 2017 - Dec 2021
      Investment Research

      Investment Research

    • NSHM Knowledge Campus

      Aug 2018 - Dec 2022
      Visiting Faculty Member

      Finance & Accountancy

    • WNS

      Jan 2022 - Aug 2023
      Portfolio Manager

      • Investment Banking. • Portfolio Value - $5 Mn. • Led a team of 4 Analysts in the Pilot Project at WNS Global Services Pvt Ltd. • Responsible for Credit Underwriting of Large Corporates listed on NYSE/ NASDAQ. • Portfolio comprised Companies which belonged to varied industries. • Awards & Recognition:League of Champions 2022. League of Champions 2023.

    • Acuity Knowledge Partners

      Sept 2023 - Nov 2024
      Delivery Manager

      • Investment Banking• Sectors: Automobile & allied sectors. • Region: Asia Pacific• Portfolio comprised 60+ companies across Singapore, Tokyo, Sydney, Hong Kong, Shanghai, Seoul, Taipei & Manila. • Companies were listed on various stock exchanges and were given an investment grade Rating (BBB+ & above). • Portfolio companies had a minimum debt exposure of $500mn and above. • Utilization: 150% & above• Team Size: 5 Members

    • PwC

      Dec 2024 - now
      Assistant Manager

      • Valuation of Private Equity/Venture Capital Investments • Valuation of Debt Instruments

  • Licenses & Certifications

    • ACMA CGMA

      CIMA

  • Honors & Awards

    • Awarded to Amit Mahtani
      League of Champions WNS Global Services Pvt Ltd abr. de 2023 League of Champions 2022League of Champions 2023
    • Awarded to Amit Mahtani
      Achievers Club Contest Managing Director & CEO mar. de 2017 Awarded for being one of the top Performers during the period January to March 2017. I was further promoted to the Large & Medium Corporate Vertical within 7 months of joining.
    • Awarded to Amit Mahtani
      President of the Dramatics Club Don Bosco school Park Circus mai. de 2008 I was elected as the President of the Dramatics Club in May 2008 tasked with the primary responsibility of managing a team of 150 students. During my presidency, our school was placed first and second in two Inter School Drama Competitions held in Kolkata in 2008.I have furher anchored 4 Drama Competitions during my tenure as a President. I was also a part of the Organising Committee for the Annual Don Bosco Inter School Festival.