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Mehul Chauhan

B/601, Nityanand, Kasturpark, Shimpoli Road


Borivali (West), Mumbai- 400092
Email - mehulchauhan1810@gmail.com
Mobile - +91-9870050029

Summary
Masters in Financial Management with experience in Treasury and Banking products. Handling fund raising activity
and working capital requirement for NBFCs and other corporate and had raised more than 1500 Crs through debt
capital market products.

Work Experience
Kaizen Partners (Assistant Vice-President)

Build relationships with key persons (CFOs/ promoters) in the target segments & build client trust & confidence
Identify and source new Business opportunities in Corporate Sector in Working Capital,
Forex/Treasury, Term Loan, Commercial Banking and various other debt capital market
products.
Business development in segment of SME, MSME and Large Corporate clients for deal
origination, structuring, obtaining credit approvals and implementation of financial solutions
to the specific investors accordingly.
Acquire new client relationships and grow & maintain high quality, profitable and broad
based relationships with existing client base.
Handle activities ranging from identifying clients financial needs, advising, structuring the
deal, preparing the terms and conditions and closing the deal.
Prepare Information Memorandum, Termsheet and other relevant documents on behalf of
clients for taking credit approvals from the financial institution.
Analyze Balance Sheet and Financial Statements and prepare the credit proposal in line with
bank's process of credit approval.
Evaluating credit/risk profile of companies and structuring suitable financial solutions for
them including structured finance, project finance, off -balance sheet finance, acquisition
financing etc.
Meeting and developing relations with merchant bankers, investment bankers, banks credit
and treasuries. Maintain relationship with GMs, DGMs, AGMs, dealers, Trustees, Fund
Managers, banks, fund houses, insurance companies.
Cross-selling products of the bank including treasury solutions, liabilities, Debt capital market
solutions, Working Capital, corporate advisory, investment banking, corporate finance,
knowledge banking, etc

Capital Square Advisors Pvt Ltd (Senior Executive)

Jan 2015- Current

Jun 2013- Jan 2015

Responsible for syndication of debt finance from banks or Financial institutions including
preparation of IM, Financial Modelling & Appraisal with potential lenders and obtaining
sanction of required credit facilities for clients on desired terms & conditions and
documentation
Analysing CMA data, Ratios and balance sheets of company and preparing information
memorandum of company. Preparing financial model for the company.
Meeting and developing relations with merchant bankers, investment bankers, banks credit
and treasuries. Regular Meeting with GMs, DGMs, AGMs, dealers, Trustees, Fund Managers,
banks, fund houses, insurance companies.
Liasoning with credit rating companies for credit rating. Recommend companies to undergo
rating and obtain best rating from the rating agencies.
Dealing in Non-SLR securities with mutual funds & insurance companies fund managers,
bank treasuries according to the requirement.
Understand the fixed income portfolio of mutual funds and insurance companies and
accordingly recommend the fixed income securities with best price in negotiation with other
market participants.

Understanding & analyzing various macroeconomic factors & advising clients in taking their
respective positions which include Banks, Mutual Funds, Insurance Companies. Prepare of
Daily Fixed Income Research reports as well as tracking key events.

Morgan Stanley (Corporate Treasury: - Analyst)

Dec 2011- Mar 2013

Looking after working capital requirement and fund raising activity.


Assess long term and short term financing and analysing the liquidity position. Looking after process of ALM report.
Monitoring daily cash flow and account balances. Ensuring that the business units get funds into the business
account in time for every disbursement. Ensure no funds are lying idle & there is no overdraft in any bank accounts.
Monitor Entity wise availability of fund and ensuring efficient deployment of funds and maximize returns within the
specified risk parameters. Authorize all inflows & outflows recorded in Mutual fund for sale / purchase of securities
& receipt of corporate actions.
Estimation of monthly / quarterly funding requirement of the firm and tabling them to the Asset Liability Committee
(ALCO).
Prepare reports on investment summaries in line with global reporting structure and economic appraisals for
consideration.
Track fixed income market on daily basis and analyze the market for the investment of funds for short or long term
basis. Prepare report on fixed income market to know the market scenario and the volatility.
Extract and scrutinize analytical information from Bloomberg and prepare report for pricing the financial product of
fixed income market. Track the financial instrument traded in the market like CP, CD, Corporate Bonds, and
Treasury Bills etc.
Assisting fixed income, Private Wealth Management, Institutional Equity and Investment banking divisions in the
organisation to support them in their business.
Maintain relationship with rating agencies for the purpose of companies rating for India business and maintain global
parental rating. Looking after the rating process and co-ordinating with credit rating agencies for the purpose of
rating of various financial instruments traded in money market.
Maintain relationships with banks to manage foreign exchange transaction and interest rate exposure. Liaisoning
with banks/FIs/MFs/Corporate for raising resources.
Looking after pricing of India structured notes and tracking global structure notes and their funding levels.

Education
Masters of Science in Financial Management

Sep 2009- Jan 2011

Bachelor of Commerce (MMK College of Commerce)

Jun 2007- Apr 2008

Higher Secondary Certification (BES Junior college of commerce)

Jun 2003- Apr 2005

Secondary School Certification (R C Patel High School)

Jun 2002- Apr 2003

Personal Information
Professional Activities
I had raised funds from Corporate Clients for the Tata Memorial Cancer Organisation on behalf of Morgan Stanley
and participated in the event called Walkthon 2012.

IT Proficiency
Microsoft Excel (Intermediate), MS Access (Basic), Bloomberg, Reuters.

Languages Known
English, Hindi, Marathi, Gujarati, (Fluency in all)

Date of Birth
18th October 1987