Walt Capital Advisors
…unlocking value
Finance . Business . Markets
About Walt Capital
Committed to Client Success as Trusted Advisor
 Pre-eminent Focussed Business & Financial Advisory Services organization
 Leadership Team with rich experience of working as Senior Management at Large & SME Corporates
(Birla’s, Jindal’s, JK’s, Honda etc.), Foreign & Domestic Banks/ NBFCs (Bank of America, IDBI, ITC
Classic Fin) and Global Consulting Giants (Deloitte, KPMG etc.)
 Multi-industry & Multi-disciplinary Successful Result-oriented Pragmatic Team
 Efficiently amplified by Unequivocal Network Strength
 Service Verticals – Corporate Advisory and Personal ALM Advisory
 Corporate Advisory Services – Financial Advisory, Business Advisory and Markets Risk Advisory
 Personal ALM Advisory Services – Comprehensive Personal/Family Assets & Liabilities Management
(ALM)
 Global Presence – Offices in India and Canada & North America
The core of Walt Capital….
Our vision is to position ourselves as an integrated trusted personal advisor
to the key management of clients we serve. We drive ourselves to be
committed to the growth of our constituents in their marketplace. We aim
to be the number one reputable partner of first choice. This means driving
our team to progressively and consistently challenge their best in terms of
reliability, efficiency, effectiveness and responsiveness.
We respect the trust imposed in us
We are committed to our constituents
We lead by example
We work and achieve as a team
We are passionate about everything we do
We act with integrity, professionalism, and accountability
Our strategy is to deliver tangible results desired by our clients
through our team, who translate their depth and breadth of global
and local business & financial knowledge & expertise into
implementable results by leveraging our unparalleled market reach.
…it’s
vision
…it’s
strategy
…it’s Values
Walt Capital
Corporate Advisory – Service Suite
• Debt Advisory
• Equity Advisory
• Inorganic Advisory
(Mergers &
Acquisitions/ JVs/
Strategic Alliances/
Divestitures)
• Treasury/ Cash Flow/
Wealth Management
• Growth Strategy
• Shareholder Value
Creation
• Cross-border Strategy
• Restructuring Strategy
• Go-to Market Strategy
• Operations
Management
• Cost Reduction
• Working Capital
Management
• Project Management
• Foreign Exchange Risk
Advisory
• Interest Rate Risk
Advisory
Financial Advisory Business Advisory Markets Risk
Advisory
Walt Capital
Personal Assets & Liabilities Management (ALM) Advisory - Service Suite
(customized for Corporate Promoters/Owners & Senior Corporate Executives)
• Equity Shares
• Mutual Funds Eq &
Debt
• Bank/ NBFC Deposits
• Corporate Deposits
• Insurance Products
• Structured Products
• Currency &
Commodities
• Real Estate – Primary
& Secondary
• Tax Saving Investments
• Home Loans
• Loans against Property
• Loan against Shares
• Gold Loan
• Personal Loans
• Auto Loans
• Commercial Loans
• Equipment Finance
• Promoter Funding
• Tax Saving Planning
• Periodic Tax
Compliance
• Tax Return Filing
• Representation to Tax
authorities
• Statutory & Regulatory
Filings
Assets/ Wealth
Advisory
Liabilities/ Debt
Advisory
Tax & Compliance
Advisory
Walt Capital
Consolidated Team Experience
Financial
Advisory
• INR 20 billion+ Mergers & Acquisitions advised
• INR 50 billion+ Equity arranged
• INR 110 billion+ Debt Syndication
• INR 5 billion+ ADR/ GDRs/ AIMs Listing managed
• INR 5 billion+ Assets/ Wealth Managed
Business
Advisory
• INR 15 billion+ Business Restructuring & Turnarounds advised
• INR 25 billion+ New Market Creation & Penetration advised
Markets
Risk
Advisory
• USD 10 billion+ Foreign Exchange, Interest Rates, Price Hedges Structured &
Executed
Walt Capital
Unique Network Strength
Walt
Capital
FIs, FIIs,
Banks,
NBFCs
Industry
(CxOs)
Mutual
Funds
Real
Estate
PE /
VC/ QI
Credit
Rating
Legal
Research
Media
Stock
Exch.
&
Brokers
Central
/State
Ministry
&
Govt.
Walt Capital
Leadership Team
• Satya Narain, Chairman
Satya (56 years) is the Chairman of Walt Capital and
guides its execution teams. He is a qualified and seasoned
business/ industry and finance professional with over 30
years of corporate industry experience at CxO levels with
large & emerging domestic and global corporations, like
Birla’s, JKs, Honda, and Jindal's. He has rich experience
in multi-disciplinary areas with wide range of industries
like energy, infrastructure, construction & real estate,
telecom, IT, industrial products, automobiles, metals,
consumer products, and logistics. He has worked across
the breadth and depth of domestic & global business and
finance, including but not limited to funds mobilization,
financial management, business strategy, corporate
restructuring, business health appraisals & revival.
• Anup Gupta, MD & CEO
Anup (42 years) is the Managing Director & CEO of
Walt Capital and leads its execution teams. He is a highly
qualified and mature banking, finance, markets and
consulting professional with over 20 years of
comprehensive banking, financial services & consulting
experience of working at senior levels at Bank of
America, IDBI, Deloitte, and ITC Classic Finance Ltd.
He has a rich multi-facet hands-on experience in areas
like Global Markets, Corporate & Investment Banking,
Project Finance, Structured Finance, Treasury, Currency
& Rates risk management, Merchant Banking and
business & financial strategy consulting. He has worked
as a service provider to large number of corporate
clients across client segments & industries.
Why Walt Capital…
Our Leadership Team Direct
hands-on involvement.
Deliver Tangible Results
Long-term Partner in your
Success & Failure
Grow with you & not at your
expense
Trusted Personal Advisor
Unequivocal Market Place
Network Strength
Unique Blend of Industry,
Financial Services & Consulting
Experience
Exceptional Professional
Customer Service
Tangible,
Professional &
Personal
Walt Capital Advisors Private Ltd.
– Coordinates…
• India
Corporate Office:
S-48, Greater Kailash 1, Adjacent Nehru Place,
New Delhi 110048 (India)
Email: contact@waltcapital.com
Tel: +91-11-6597 0200
• Canada & North America
International Office:
4 Fleming Crescent,
Toronto, Ontario M4G2A8 (Canada)
Email: global@waltcapital.com
Tel: +1 647 203 3601
This material has been prepared by Walt Capital Advisors Private Limited (“Walt Capital”), on a specific request from you and contains
confidential information. The information contained in this material is intended solely for you, thereby any disclosure, copy or further distribution
of this material or the contents thereof may be unlawful and is strictly prohibited. This material is just for discussion purposes and does not
constitute a binding agreement, which has to be executed separately.
Copyright 2015 Walt Capital Advisors
Satya Narain (Chairman): +91 99711 43330
Anup Gupta (MD & CEO): +91 98112 10495

Walt Capital Profile-May15

  • 1.
    Walt Capital Advisors …unlockingvalue Finance . Business . Markets
  • 2.
    About Walt Capital Committedto Client Success as Trusted Advisor  Pre-eminent Focussed Business & Financial Advisory Services organization  Leadership Team with rich experience of working as Senior Management at Large & SME Corporates (Birla’s, Jindal’s, JK’s, Honda etc.), Foreign & Domestic Banks/ NBFCs (Bank of America, IDBI, ITC Classic Fin) and Global Consulting Giants (Deloitte, KPMG etc.)  Multi-industry & Multi-disciplinary Successful Result-oriented Pragmatic Team  Efficiently amplified by Unequivocal Network Strength  Service Verticals – Corporate Advisory and Personal ALM Advisory  Corporate Advisory Services – Financial Advisory, Business Advisory and Markets Risk Advisory  Personal ALM Advisory Services – Comprehensive Personal/Family Assets & Liabilities Management (ALM)  Global Presence – Offices in India and Canada & North America
  • 3.
    The core ofWalt Capital…. Our vision is to position ourselves as an integrated trusted personal advisor to the key management of clients we serve. We drive ourselves to be committed to the growth of our constituents in their marketplace. We aim to be the number one reputable partner of first choice. This means driving our team to progressively and consistently challenge their best in terms of reliability, efficiency, effectiveness and responsiveness. We respect the trust imposed in us We are committed to our constituents We lead by example We work and achieve as a team We are passionate about everything we do We act with integrity, professionalism, and accountability Our strategy is to deliver tangible results desired by our clients through our team, who translate their depth and breadth of global and local business & financial knowledge & expertise into implementable results by leveraging our unparalleled market reach. …it’s vision …it’s strategy …it’s Values
  • 4.
    Walt Capital Corporate Advisory– Service Suite • Debt Advisory • Equity Advisory • Inorganic Advisory (Mergers & Acquisitions/ JVs/ Strategic Alliances/ Divestitures) • Treasury/ Cash Flow/ Wealth Management • Growth Strategy • Shareholder Value Creation • Cross-border Strategy • Restructuring Strategy • Go-to Market Strategy • Operations Management • Cost Reduction • Working Capital Management • Project Management • Foreign Exchange Risk Advisory • Interest Rate Risk Advisory Financial Advisory Business Advisory Markets Risk Advisory
  • 5.
    Walt Capital Personal Assets& Liabilities Management (ALM) Advisory - Service Suite (customized for Corporate Promoters/Owners & Senior Corporate Executives) • Equity Shares • Mutual Funds Eq & Debt • Bank/ NBFC Deposits • Corporate Deposits • Insurance Products • Structured Products • Currency & Commodities • Real Estate – Primary & Secondary • Tax Saving Investments • Home Loans • Loans against Property • Loan against Shares • Gold Loan • Personal Loans • Auto Loans • Commercial Loans • Equipment Finance • Promoter Funding • Tax Saving Planning • Periodic Tax Compliance • Tax Return Filing • Representation to Tax authorities • Statutory & Regulatory Filings Assets/ Wealth Advisory Liabilities/ Debt Advisory Tax & Compliance Advisory
  • 6.
    Walt Capital Consolidated TeamExperience Financial Advisory • INR 20 billion+ Mergers & Acquisitions advised • INR 50 billion+ Equity arranged • INR 110 billion+ Debt Syndication • INR 5 billion+ ADR/ GDRs/ AIMs Listing managed • INR 5 billion+ Assets/ Wealth Managed Business Advisory • INR 15 billion+ Business Restructuring & Turnarounds advised • INR 25 billion+ New Market Creation & Penetration advised Markets Risk Advisory • USD 10 billion+ Foreign Exchange, Interest Rates, Price Hedges Structured & Executed
  • 7.
    Walt Capital Unique NetworkStrength Walt Capital FIs, FIIs, Banks, NBFCs Industry (CxOs) Mutual Funds Real Estate PE / VC/ QI Credit Rating Legal Research Media Stock Exch. & Brokers Central /State Ministry & Govt.
  • 8.
    Walt Capital Leadership Team •Satya Narain, Chairman Satya (56 years) is the Chairman of Walt Capital and guides its execution teams. He is a qualified and seasoned business/ industry and finance professional with over 30 years of corporate industry experience at CxO levels with large & emerging domestic and global corporations, like Birla’s, JKs, Honda, and Jindal's. He has rich experience in multi-disciplinary areas with wide range of industries like energy, infrastructure, construction & real estate, telecom, IT, industrial products, automobiles, metals, consumer products, and logistics. He has worked across the breadth and depth of domestic & global business and finance, including but not limited to funds mobilization, financial management, business strategy, corporate restructuring, business health appraisals & revival. • Anup Gupta, MD & CEO Anup (42 years) is the Managing Director & CEO of Walt Capital and leads its execution teams. He is a highly qualified and mature banking, finance, markets and consulting professional with over 20 years of comprehensive banking, financial services & consulting experience of working at senior levels at Bank of America, IDBI, Deloitte, and ITC Classic Finance Ltd. He has a rich multi-facet hands-on experience in areas like Global Markets, Corporate & Investment Banking, Project Finance, Structured Finance, Treasury, Currency & Rates risk management, Merchant Banking and business & financial strategy consulting. He has worked as a service provider to large number of corporate clients across client segments & industries.
  • 9.
    Why Walt Capital… OurLeadership Team Direct hands-on involvement. Deliver Tangible Results Long-term Partner in your Success & Failure Grow with you & not at your expense Trusted Personal Advisor Unequivocal Market Place Network Strength Unique Blend of Industry, Financial Services & Consulting Experience Exceptional Professional Customer Service Tangible, Professional & Personal
  • 10.
    Walt Capital AdvisorsPrivate Ltd. – Coordinates… • India Corporate Office: S-48, Greater Kailash 1, Adjacent Nehru Place, New Delhi 110048 (India) Email: contact@waltcapital.com Tel: +91-11-6597 0200 • Canada & North America International Office: 4 Fleming Crescent, Toronto, Ontario M4G2A8 (Canada) Email: global@waltcapital.com Tel: +1 647 203 3601 This material has been prepared by Walt Capital Advisors Private Limited (“Walt Capital”), on a specific request from you and contains confidential information. The information contained in this material is intended solely for you, thereby any disclosure, copy or further distribution of this material or the contents thereof may be unlawful and is strictly prohibited. This material is just for discussion purposes and does not constitute a binding agreement, which has to be executed separately. Copyright 2015 Walt Capital Advisors Satya Narain (Chairman): +91 99711 43330 Anup Gupta (MD & CEO): +91 98112 10495