Vidhi Patel

Vidhi Patel is a highly experienced financial professional currently serving as a Senior Financial Analyst at Pantomath Capital Advisors Private Limited since September 2023. Previously, Vidhi held the position of Vice President - Business Valuation & Consulting at KAPSO, where tenure dates back to September 2019. Additional roles include Consultant at Beyond Venture Partners and FinGurus, as well as Senior Analyst - Financial Modelling and Valuation at Qubit Capital. Vidhi began a career at KAPSO as a Financial Analyst and also functions as an Associate Partner at Venture Care. Educational qualifications include a CFA from the CFA Institute and a Bachelor of Commerce from Veer Narmad South Gujarat University, along with a robust academic background from major schools in Surat.

Location

Mumbai, India

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Capwise Financial Services Private Limited

Capwise Financial Services Pvt. Ltd. (CFPL) is a financial services company catering to companies across all segments and all sectors in India. We offer customized financial advisory services and best finance strategy for the company’s growth. . We offer full fledge/boutique investment banking services to our clients which include debt syndication, private equity, advisory, M&A, debt capital markets, distressed asset advisory, marketplace for lending (FinBII) and NBFC . Our in-depth understanding and knowledge of the lending space in India enables us to provide innovative solutions and derive maximum value for our clients. Our sound understanding of the Indian regulatory framework results in fast deal closures. This makes us one of the growing financial investment advisors in India. We have successfully built a reputation in debt syndication of project finance, structured financing transactions, senior and subordinate debt financing. Our Investment Banking and Debt Syndication includes: - Project Finance - Structured Transaction - Working Capital Debt - Restructuring & One Time Settlement - Fund Raising for NBFCs for Onward Lending - Real Estate & Infra Loans - Bond Placement (NCDs, ECB & Masala Bond) - Trade Finance Our network of lenders includes banks (public, private, and foreign), NBFCs, mutual funds, private wealth aggregators, insurance companies, pension funds, foreign portfolio investors, development finance institutions, etc. Capwise Finance Private Limited is a Non- Deposit taking Non-Banking Financial Company registered with the Reserve Bank of India since June 2022. It is a newly formed and licensed NBFC and is currently catering to the Corporates/ startups in need of term loans for their working capital requirements. It aims to increase its portfolio to unsecured business loans, personal loans, supply chain finance, MSME/SME lending, and project finance in the years yet to come.


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Headquarters

Mumbai, India

Employees

11-50

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