RESIDENTIAL ADDRESS

E-10, DDA MIG, Flats Prasad Nagar

Karol Bagh, New Delhi-5
Contact 9811264821, 08800497888
E-mail: amitbaggaus@gmail.com
OFFICIAL ADDRESS
314, Vikas Surya Shopping Mall,
Manglam Place Sector 3, Rohini

Dr. Amit Bagga (PhD, FCA, AICWA, M.Com)

OBJECTIVE

In an endeavor to realize the goals and expectation, both in professional and

personal premises by means of learning and evaluating self performance at every
new avenue explored and every new challenge encountered in the field of finance.

CURRENT STATUS

 Trainer, Consultant & Auditor on Financial & Taxation matters.

 Working as Senior Partner in a CA firm and having a work experience of more
than 21 years.
 Guest/Visiting faculty at various Management Institutions last more than 18
years.
 Presently associated with MFC (Delhi University), HUDCO, IIFT, FORE
SCHOOL, MDI Gurgaon as Visiting Faculty.

PROFESSIONAL QUALIFICATIONS

 THE INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA.

Qualified as Chartered Accountant in May 1998

 THE INSTITUTE OF COST AND WORKS ACCOUNTANTS OF INDIA.

Qualified as Cost Accountant in December 1995

 ACADEMIC BACKGROUND
Ph.D. IN COMMERCE
Doctor of Philosophy in Commerce from C.C.S. University April 2007

 MASTER OF COMMERCE
Master of Commerce from University of Delhi, India, May, 2000

 BACHELOR OF COMMERCE
Bachelor of Commerce (Hons.) from Sri Venkateshwara College,
University of Delhi, India. May, 1992. Division Ist
PROFESSIONAL PROFILE ROLE & RESPONSIBILITIES

 Portfolio Advisory Services, Investment Consulting and Research Services.

 Actively involved in Derivative Strategies, Equity Valuations & Technical
Analysis.
 Company profiling: company overview, Financial summary, WACC Analysis,
EV Multiples, DCF Analysis, Comparable Analysis, Precedent Transactions
Analysis, Accretion &Dilution Analysis
 Overall monitoring and control of finance, accounts & taxation.
 Consultancy and Advisory Services on Forex and Treasury Management
 Actively involved in financial / project analysis, forecasting and financial
management.
 Ensuring compliance with Indian corporate laws, tax laws (direct & indirect) and
other allied acts.
 Filing of annual returns / statutory forms /withholding taxation/corporate
taxation including advance tax including assessments and appeal proceedings
with various statutory bodies. Tax audit report.

PAST TEACHING EXPERIENCE

Guest lecturers on the following subjects in various Management Institutes,

Professional Institutes and having an experience of more than 18 years.

 Tax planning (Direct and Indirect) at IIFT.

 Legal Aspect INMANTEC
 CFA.(AIMR) All Levels
 Financial Risk Management- MDI Gurgaon.
 Mgt Accounting, Security analysis & portfolio management at Fore School.
 Derivatives &Risk Management at MFC.
 Forex Management, NIILM Mathura Road.
 Technical Analysis IIFT.
 Risk management HUDCO, Lodhi Road.
 Financial Planning at C F P.
 Merger & acquisition at Amity Business School, Noida.
 Management of Financial Services at NIILM, Mathura Raod.
 Capital Markets & Money Markets at Mansukh Securities.
 Research Guide for various Projects undertaken by PGDBM students in the
areas of Valuation of IPO’s, Derivatives, Fundamental Analysis, Venture Capital,
Securitization deals etc.

MDP, WORKSHOP & CORPORATE CONSULTANCY PROVIDED AT

 Akon International (U.S.A. Inc.)

 Ennexco Engineering Pvt. Ltd.
 Pepsico., Gurgaon.
 Britannia industries ltd., Delhi.
 Herbalife , Delhi & Hyderabad
 Mansukh securities Pvt. Ltd.
 Wah ji Wah
 Union Bank of India
 Canara Bank
 Central Bank of India
 Allahabad Bank
 Workshop on Risk Management & Wealth Management conducted at BOA
 Workshop on Valuations at Bajaj Capitals workshop on Financial Planning
conducted at Herbal life, Hyderabad
 MDP conducted at National Institute of Financial Management
 MDP conducted at HUDCO
 MDP at Mansukh Securities Pvt. Ltd.

RESEARCH PAPER & PUBLICATIONS

 Research paper Titled “Role of Sharpe’s Index Model in Constructing Optimal
Portfolio with NSE S&P CNX, presented at IIM Bangalore ,Tenth AIMS
International Conference on Management January 6-9 ,2013.
 Economic Value added “ was presented in International Conference on 5 TH Jan 2013
Organized by Symbiosis Nodia
 Research paper Titled “Study of IPO Wealth Creators or Destroyers: An
Indian Perspective was published at International Conference and Business
Management in University of Wollongong Dubai.

 Research paper Titled “Developing Derivative Strategies based on Technical

Analysis was presented & published at Guru Nanak Institute of management
in National Conference on Global Economic Scenario Threats & Opportunities
for Corporate World
 Research paper Titled “Greek Premonition: A Story of Crisis” was presented &
published in national Case study competition held at Bharti Vidhya Peeth
 Paper presented at Bharti Vidhya Peeth University Title (IPO evaluation a
reality check) awarded with 2nd Prize all over India.
 Research Paper on Micro Finance Institutions presented at National conference
conducted by JIMS.
 Articles on Financial Derivatives – Financial Journal” Need The Dough”.
Article on Cost Accounting methods – Financial Journal “Need The Dough”.

WORK IN PROGRESS
Book - Valuations of Mergers &Acquisition

REFERENCES

 Dr. C.P.Gupta HOD Department of Commerce, MFC Delhi University.

 Dr.Ambrish Gupta, Area Chairperson ,Deptt Finance, Fore School of Management,

New Delhi