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Unveiling the “You” in Your Finance



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Financial predictions can feel like gazing into a murky crystal ball. Will the housing market boom or bust? Is cryptocurrency a goldmine or a ticking time bomb? At Value Square, we ditch the predictions and focus on unveiling your unique financial future.

Unveiling the “You” in Your Finance

Imagine a roadmap, not a crystal ball. That’s how Value Square approaches financial

planning. We don’t offer one-size-fits-all solutions. Instead, we take the time to

understand your financial DNA:

Your Dreams: What are you working towards? Early retirement on a

beach? Leaving a legacy for your family?

Your Risk Tolerance: Are you a thrill-seeker in the market, or do you crave

stability?

Your Values: What matters most to you when making financial

decisions? Security? Sustainability? Impact investing?

Building a Personalized Financial GPS

By understanding your financial DNA, we craft a personalized financial GPS. This isn’t

a rigid plan, but rather a dynamic roadmap that adapts to your changing needs and

life stages. It might include:

Investment Strategies: Tailored to your risk tolerance and goals, exploring a

range of options beyond just stocks and bonds.

Tax Optimization Strategies: Keeping more of your hard-earned money in

your pocket.

Retirement Planning: Building a roadmap to a secure and fulfilling retirement.

Risk Management Solutions: Protecting your financial future from unforeseen

events.

The Value Square Difference: Your Partner, Not Your Fortune Teller

We believe in a collaborative approach. We’ll educate you on financial

concepts, empower you to make informed decisions, and be your trusted partner every

step of the way.

Ready to ditch the crystal ball and unveil your financial future?

Let’s chat! Contact Value Square today for a free consultation. Together, we can build your personalized roadmap to financial success
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Megha Bansal

Compliance Officer

Megha Bansal leverages her in-depth understanding of regulatory compliance to support Value Square Capital Private Limited’s Merchant Banking activities. Her experience ensures seamless adherence to SEBI regulations and stock exchange requirements throughout the deal lifecycle.

Key Strengths for Merchant Banking:

  • Regulatory Expertise: Megha possesses a proven track record of ensuring compliance with complex financial regulations, including SEBI and stock exchange requirements. This is crucial for navigating the intricacies of Merchant Banking transactions like IPOs.
  • Corporate Governance: Her experience in managing corporate governance practices aligns with the high standards expected during IPO processes.
  • Strong Communication: Megha’s experience managing shareholder communications and organizing key meetings translates to effective communication with investors and regulators during Merchant Banking engagements.

Highlights from Prior Roles:

  • As Compliance Officer at Sunshine Capital Limited, Megha directly dealt with SEBI and stock exchange regulations, demonstrating her ability to navigate the complexities relevant to Merchant Banking.

Kamal Ahuja

Senior Vice President

Kamal Ahuja is a seasoned Merchant Banker with over 20 years of experience, currently serving as the Senior Vice President at Value Square Capital Private Limited. He brings a proven track record of success in managing the firm’s merchant banking practice, valuations, and corporate advisory services, ensuring seamless compliance with SEBI and stock exchanges.

Key Strengths in Merchant Banking:

  • IPO Advisory: Kamal possesses extensive expertise in guiding companies through the IPO process, from financial preparation to regulatory navigation.
  • Transaction Expertise: His experience encompasses mergers, acquisitions, and buybacks, advising clients on strategic transactions to achieve their financial goals.
  • Debt Financing: Kamal has a strong background in debt syndication, structuring debt solutions to meet client requirements.
  • Regulatory Compliance: He ensures adherence to SEBI regulations and stock exchange requirements throughout the engagement.

Proven Experience:

  • Kamal’s prior role at MRKS & Associates involved specializing in IPO advisory, highlighting his in-depth understanding of the public offering process.
  • His experience at Indiabulls Securities further strengthens his expertise in deal structuring and navigating complex financial transactions.

Praveen Kaushik

Professional Experience

Praveen is a seasoned financial executive with over 13 years of experience, specializing in Merchant Banking and guiding companies through the complexities of Initial Public Offerings (IPOs). His proven track record demonstrates a consistent ability to unlock value for clients across various sectors.

Key Strengths:

  • IPO Expertise: Praveen possesses extensive knowledge in navigating companies through the IPO process, ensuring a smooth and successful public offering.
  • Merchant Banking Acumen: He leverages his financial expertise and business acumen to advise clients on strategic transactions, mergers, and acquisitions.
  • Cross-functional Leadership: Praveen thrives in leading multi-disciplinary teams, fostering collaboration to achieve optimal outcomes for clients.

Additional Qualifications:

  • Chartered Accountant (CA)
  • Registered Valuer with Insolvency & Bankruptcy Board of India (IBBI)