Amit Rathi

Amit Rathi Email and Phone Number

CA, CS, Data automation & visualization expert passionate about finance analysis. Transforming complex data for strategic insights & informed decisions @ DHRUVA CAPITAL SERVICES LTD
Amit Rathi's Location
Mumbai, Maharashtra, India, India
Amit Rathi's Contact Details

Amit Rathi personal email

About Amit Rathi

I am an independent consultant with over 15 years of experience in finance analysis and industry research, specializing in telecom and cement sectors. I have worked with leading global institutions like Bank of America Merrill Lynch, Citibank, and S&P India, delivering insightful reports, investment ideas, and financial models to clients and stakeholders.Currently, I am part of a financial planning and analysis (FP&A) team, working on automation of MIS, KPI reporting, and other ad hoc reports using Microsoft Power Query, Google Sheets, and Power BI. I am passionate about transforming complex data for strategic insights and informed decisions, leveraging my analytical skills and growth marketing knowledge. My goal is to help businesses and organizations optimize their performance, profitability, and potential.

Amit Rathi's Current Company Details
DHRUVA CAPITAL SERVICES LTD

Dhruva Capital Services Ltd

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CA, CS, Data automation & visualization expert passionate about finance analysis. Transforming complex data for strategic insights & informed decisions
Amit Rathi Work Experience Details
  • Dhruva Capital Services Ltd
    Chief Financial Officer
    Dhruva Capital Services Ltd Oct 2024 - Present
    Kolkata, West Bengal, India
  • Tata Digital
    Independent Consultant
    Tata Digital Dec 2023 - Mar 2024
    Mumbai, Maharashtra, India
    Part of Financial Planning & Analysis (FP&A) team, working on automation of MIS, KPI reporting, other AdHoc reports
  • Annapurna Swadisht Ltd
    Head- Mis, Accounts, Tech
    Annapurna Swadisht Ltd Jun 2022 - Oct 2023
    Kolkata, West Bengal, India
    o Orchestrated updates and executed production data maintenance for 7 manufacturing units, specializing in a diverse range of FMCG products.o Diligently monitored discrepancies and generated insightful MIS reports based on raw data, ensuring data accuracy.o Pioneered automation by seamlessly integrating the system with Google Sheets for fast processing, complemented by seamless integration with Power BI for enhanced reporting.o Seamlessly linked Tally with Power BI, PO tracking, EWaybill tracking, and MISo Oversaw and verified all company bank transactions, delivering dynamic payment insights on Power BI dashboard by categorizing payments based on employees, categories, and vendorso Prepared & using various auto reconciliations spreadsheets like GST reco, Bank reco, Ledger reco to enable faster accounting and complianceso As an integral decision-maker, conducted comprehensive cost-benefit analyses by evaluating in-house production costs versus job work alternatives to determine optimal manufacturing strategies for Noodle, Potato Chips, Soft Drinks launches. Achieved strategic alignment by considering scalability, quality control, and long-term financial implicationso My background as an equity research analyst equipped me with the skills for risk assessment, valuation analysis, and comprehensive financial analysis facilitated to the smooth and successful listing of company on the NSEo Utilized Tally-linked Power BI to compile and present sales data, offering in-depth location-based, category-based, and party-wise information. Analyzing current performance against previous months and target goals o Pivotal role in technology development initiatives like SAP, DMS, HRMS
  • Polymac Thermoformers Ltd
    Active Partner
    Polymac Thermoformers Ltd Oct 2014 - Jul 2021
    Kolkata, West Bengal, India
    Revitalized Unit to Profitability: Analytical Insight & Entrepreneurial Driveo Achieved 5x increase in sales/revenue over a span of 6 years.o As working partner, I handled daily operations, oversaw tasks such as raw material procurement, production scheduling, and dispatch. Implemented effective vendor and client management strategies to ensure profitability, while optimizing cash flow through debtor cycle management.o Expanded market reach by introducing new product categories and redefined our customer profile to enhance profitability.Sharpened profit focuso Swiftly restructured the product mix, maintaining in-house production of profitable items and outsourcing the rest to retain marketo Introduced trading-based new product categories that were shifted to in-house manufacturing for increased profits upon market validation.o Reduced customer dependency by diversifying our customer base, catering to wholesale, retail, and end-user segments.o Significantly improved asset utilizationExpertly managed a diverse workforce
  • Bank Of America Merrill Lynch
    Associate
    Bank Of America Merrill Lynch May 2011 - Apr 2014
    • Demonstrated expertise in covering a wide range of companies:Telecom sector: Bharti, Idea Cellular, Reliance Comm, MTNL, Tata Comm.Cement sector: ACC, Ambuja, UltraTech, Grasim, Shree Cement, India Cements, and ABNL. Passive coverage of ASEAN telecommunications companies.• Produced investment insights and research reports, collaborated with cross-functional teams, diligently constructing and maintaining intricate financial models. Effectively marketed investment perspectives, valuation analyses, and comprehensive proprietary research to institutional investors .Delivered prompt responses to client inquiries and actively contributed to the evaluation of investment opportunities (such as TRUEGIF/Bharti Infratel) and marketing efforts alongside the lead analyst.• Conducted in-depth research and analysis of the telecom and cement industries, including market dynamics, competitive landscape, regulatory changes, and emerging trends
  • Citigroup
    Associates, Asean Telecom
    Citigroup Sep 2010 - May 2011
    • Responsibilities included generating investment ideas and research reports, financial modelling and well-timed delivery of client requests. Active participation in vetting & marketing along with lead analyst.• Coverage companies include SingTel, Starhub, M1, Axiata, Maxis, Digi.com, TM, PLDT, Globe, AIS, DTAC, TRUE, PT Telkom, Indosat & XL-Axiata• Worked on thematic reports Appreciating peso impact on Phil Telcos, Regulatory issues & 3G Auction in Thailand, Dividend stocks vs. growth stocks, Earnings momentum & price changes, company initiation (XLAxiata, PLDT) & vetting (For a leading mobile distributor & retailer). Simultaneously, engaged in regular update & maintenance of financials models & data-bases and entertaining client requests
  • Irevna Research
    Senior Research Analyst
    Irevna Research Jul 2006 - Sep 2010
    Worked as an associate to rated Indian telecom & cement analyst. Work profile includes updating models, preview & review quarterly results, sensitivity analysis for sector related news, maintaining & updating databases, report writing.
  • D.B.Desai & Co.
    Executive
    D.B.Desai & Co. Jun 2005 - Jun 2006
    Worked in corporate advisory division of the company, profile included merger , acquisitions planning for client,

Amit Rathi Skills

Financial Modeling Valuation Equity Research Mergers And Acquisitions Forecasting Analysis Investments Management Telecommunications Investment Banking Project Planning Capital Markets Corporate Finance Equities Financial Analysis Asset Allocation Business Valuation Team Management

Amit Rathi Education Details

  • The Institute Of Chartered Accountants Of India
    The Institute Of Chartered Accountants Of India
    Chartered Accountant
  • Institute Of Company Secretaries Of India
    Institute Of Company Secretaries Of India
    Company Secretary
  • St. Xavier'S College
    Accounting And Finance
  • St Lawrence High School
    St Lawrence High School
    Accounting And Finance

Frequently Asked Questions about Amit Rathi

What company does Amit Rathi work for?

Amit Rathi works for Dhruva Capital Services Ltd

What is Amit Rathi's role at the current company?

Amit Rathi's current role is CA, CS, Data automation & visualization expert passionate about finance analysis. Transforming complex data for strategic insights & informed decisions.

What is Amit Rathi's email address?

Amit Rathi's email address is ca****@****ail.com

What schools did Amit Rathi attend?

Amit Rathi attended The Institute Of Chartered Accountants Of India, Institute Of Company Secretaries Of India, St. Xavier's College, St Lawrence High School.

What skills is Amit Rathi known for?

Amit Rathi has skills like Financial Modeling, Valuation, Equity Research, Mergers And Acquisitions, Forecasting, Analysis, Investments, Management, Telecommunications, Investment Banking, Project Planning, Capital Markets.

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