MANAGEMENT
Our success is based on professional management team with vast experience in diverse field which gives unique combination of strategic, operational and financial skills.
MAHESH BHAGERIA:
Founder
Mahesh has over four decades of rich and versatile experience in finance, consulting and assurance.
He is highly respected by his peers and is known for his integrity, professionalism and unwavering commitment to delivering results.
Past Work Experience:
- IPO: In early 1990s, Mahesh had his own practice as Category IV Merchant Banker - "Advisors to the Issues" and closed several public issues,
including Nilkamal Limited, Pioneer Embroideries Limited, Ganesh Benzoplast Limited
- Entrepreneur: Started with his own venture in the petrochemical manufacturing space which he later exited to a strategic investor
- PE & Debt Syndication: Closed various PE & Debt Syndication deals - some of the marquee clients include Spykar Jeans, Gini & Jony,
Sunteck Realty, VKG Group, Romell Group, Singapore International School and Bombino Express
Professional Qualification:
Mahesh is a highly esteemed fellow member of The Institute of Chartered Accountants of India (ICAI).He has the distinction of serving as the first
elected Convenor of JB Nagar CPE Study Circle of Western India Regional Council of ICAI, one of the largest and most prestigious Study Circles in India
ANKIT BHAGERIA:
Ankit has over a decade of corporate experience in finance and technology. He is passionate about finance, technology and their intersection
and strives to make a difference in the industry through his work.
Past Work Experience:
-Nykaa: Ankit was leading the corporate finance team for 5+ years and played a key role in the company's growth journey,
from startup phase to a listed company phase. He led various fund raises from UHNIs, Celebrities, PE funds, Crossover Funds & Public Market Funds.
His most iconic accomplishment was working on the INR 5,250 Cr IPO with more than 80x subscription- his specialization included company positioning,
valuation, investor roadshows, anchor book allocation and investor relations. He also closed strategic M&A deals for Nykaa - Dot & Key
(skin care brand), Earth Rhythm (beauty brand) and LBB (content platform)
-Anand Rathi Advisors (Investment Banking): Led the acquisition of Religare Wealth Management division by Anand Rathi Wealth Management
-Bank of America (Investment Banking): Closed deals in the Technology (TMT) space
-Oracle Financial Services Software: As part of the Product team, he built retail tech platform for Citibank
Professional Qualification:
-Ankit holds a degree in Computer Science from Sardar Patel Institute of Technology, Mumbai
-He also pursued MBA in Finance from KJ Somaiya Institute of Management Studies & Research, Mumbai
MANALI BHAGERIA:
Manali has over a decade of rich and versatile experience in Finance, IT and Human Resources. She is known for her debt syndication skills.
Past Work Experience:
-Debt: Manali was part of the acquisition team in Kotak Mahindra Bank and was responsible for generating leads and analysis for
SME Working Capital Loans with a ticket size upto Rs 150 Crs. Prior to this, she was managing the acquisition and portfolio of asset backed loans
at Standard Chartered Bank
-IT: Worked with Tata Consultancy Services catering to European client General Electric - managed their DBMS and generated insights
through complex queries
-HR: Headed the HR vertical of a listed company, Choice International, with 500+ employee - setup the HR function covering
the entire spectrum including talent acquisition, compensation management, appraisal process, payroll processing, organisation culture management.
Appreciated by the MD of the Choice Group
Professional Qualification:
-Manali holds a degree in Bachelors in Science from Mithibai College, Mumbai and is a semi-qualified Chartered Accountant
-She also pursued MBA from United World School of Business, Mumbai
At OPTIMIX we can only say that :
It's privilege to have someone, Who makes things easier for you Transaction Convenience
It's privilege to have someone, Who works dedicatedly towards your profitsDedicated Advisory
It's unlikely to not make the right choice, When you have the privilege of expert adviceExpert's Access