Knowing the value of an asset and its key determinants is a prerequisite for intelligent decision making in all aspects of business, right from choosing investments for a portfolio to deciding on the appropriate price to pay or receive in a takeover. Such expertise is extremely valuable in finalising investments as well as making financing and dividend choices while running a business. We can make reasonable estimates of value for most assets, and the same fundamental principles determine the values of all types of assets, real as well as financial.
This introduction to Business Valuation offers insights into the valuation process and outlines the role it plays in portfolio management, acquisition analysis and corporate finance. In finance, valuation analysis is required for tax assessment, business analysis, and basic bookkeeping and accounting, among other things.
During the one-day workshop, all sessions will offer highly technical content with workshops catering to all levels of experience. The workshop aims to offer professionals comprehensive knowledge about valuing companies and businesses.
We are looking forward to your participation!
• To understand process of Valuation
• Understanding the difference between Conventional and Unconventional way of funding
• Role of Valuation in different forms of deal transactions
• Valuation Myths and Realities
• Analysis of Business Valuation reports
• CFOs and Finance Controllers
• Country Manager & Managing Director
• Professionals incharge of Investment and M&A
• Investment Bankers
• Corporate Strategy professionals
Rishi Aswani - Director,Portfolio Valuation
Rishi is a director in Valuation Advisory Services group and is based in the Mumbai office. Rishi is responsible for Portfolio Valuations in India.
Rishi has over 13 years of financial advisory experience, both on the consulting and client side. His clients primarily include alternative asset managers, including private equity funds, hedge funds and credit funds both in India and in the U.S and U.K. Rishi specializes in mark-to-market valuations across diverse portfolios of illiquid and privately-held securities including loans, bonds, convertibles, preferred equity, equity, and derivatives under the guidelines of IFRS 13, ASC§820 or the equivalent local GAAP standard.
Rishi returned to Duff & Phelps in 2015 through the firm’s acquisition of American Appraisal. Prior to joining American Appraisal, Rishi provided Apollo Global Management, then a $160bn investment firm, a range of internal advisory services for its Credit funds domiciled in the United States, India and Singapore.
Prior to this stint, Rishi worked with the Avista Houlihan Lokey partnership in India, and Duff & Phelps in the New York office where he advised Board of Directors, CFOs and Controllers on a variety of valuations of businesses and assets for transaction, financial reporting and tax purposes across a broad spectrum of industries.
Rishi is a CFA charter holder and earned his Bachelor’s degree in Finance and International Business from the Leonard N. Stern School of Business, New York University.
Madhavi P -Director,PwC India
Madhavi is a Chartered Accountant with over 18 years of post qualification experience in financial advisory and assurance services.Madhavi has been associated with PwC for over 9 years. She specialises in Value Analysis, review of financial forecasts and other related financial advisory services. She is a PwC trainer for financial advisory services including the Deal Cycle course, covering the deal continuum from indicative bid pricing to due diligence to deal financing.
She passed the Certified Information Systems Auditor (CISA) examination in 2001 and the Certified Public Accountant (CPA) examination, as one of the Top 10 rank holders from the State of Colorado, in 2002.
Darshana Kadakia P -Partner,Grant Thornton India
Darshana Kadakia, ACA, became a part of Grant Thornton to develop and enhance the existing valuation practice of the firm. She brings with her over 20 years of extensive valuation experience including business valuations, valuation of intangibles, Valuation for Financial Reporting Purposes, valuation of Investment Portfolio of Private Equity Funds as well as valuation for transactions. Her experience also encompasses Transaction Support Services including Accounting & Financial Due Diligence, Commercial Due Diligence, Financial Model Validation and Feasibility Studies. Her experience spans across industries such as Engineering, Pharmaceutical, Media & Entertainment, Logistics, FMCG, Retail, IT-ITeS, Auto ancillary, Textiles, Fertilizers, Stock Exchanges, Food Products, Education and Electronics.
Mahek Vikamsey -Partner,BSR And Associates
Mahek is Chartered Accountant by profession with total post-qualification experience of more than 17 years is currently working with BSR and Associates, Chartered Accountants (“BSR”) since 1 June 2013. Mahek is responsible for building Regulatory Valuations like Swap Ratio and Exchange Controlled related Valuations in BSR. Mahek has also worked with KPMG from valuation team from 30 April 2007 to 31 May 2013 and has more than 10 years of experience in conducting valuations.
In past he has worked with Deloitte’s valuation team for a year and with Pravin P. Shah & Associates in the M&A Tax for less than 5 years.