Puneet Bhatia, Managing Partner Puneet is a Chartered Accountant and Company Secretary by qualification and has more than 19 years of experience in M&A advisory, Joint Ventures, Financial and Management Consultancy, Business Transformation advisory and Credit and Risk Management. He has a very vast understanding of the financials, risk assessment and in depth understanding of business dynamics of every Industry.  He understands the Indian markets and businesses across all Industry segments and has a very detailed approach and guidance for each Industry as per their own specific requirement. He is strategically part of Senior Management of companies in Healthcare, Logistics, Pharmaceuticals and Agro- chemical industries as a Finance Controller and Business Advisor.

He believes in continuous learning, Integrity and Commitment as an important pillar for growth and has demonstrated his leadership in reputed forums and organizations. Puneet prior to being one of the founders of Invex Financial Group, he has worked in ICICI Bank and Deutsche Bank. He demonstrated his strong skills in handling large value transactions in Credit and Risk Management divisions of SME and Mortgages.