Our Team
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Srinivasan (Srini) Sethuraman
Chairman
Srini Sethuraman with 27 years of global experience across the USA, Europe, Asia Pacific, Middle East, and India, specialises in Business Advisory, Strategy and Management Consulting and Family office advisory. He believes in the transformation of effort that transcends the pursuit of unlocking value through the alignment of purpose, values and vision of the family, owners, stakeholders, business, and the enterprise.
Working closely with businesses, families and all stakeholders, he helps clients establish sustainable business growth with effective governance structures. His expertise includes corporate finance advisory, leadership mentoring, structuring, succession planning, and strategic decision-making.
Working closely with businesses, families and all stakeholders, he helps clients establish sustainable business growth with effective governance structures. His expertise includes corporate finance advisory, leadership mentoring, structuring, succession planning, and strategic decision-making.
Pradeep Bapat
CEO & Managing Partner.
With over 20 years in Banking and Finance, Pradeep specialises in Equity, Debt, and Alternative Investment management, focusing on Trade and Forex for Corporate, SME, and Consumer Banking. His expertise includes managing investments for High Net Worth Individuals, Treasury advisory, and Debt syndication.
As a UCLA Anderson School of Business alumnus, Pradeep is dedicated to continuous learning and adept at navigating corporate finance complexities and developing Go-to-Market strategies.
As a UCLA Anderson School of Business alumnus, Pradeep is dedicated to continuous learning and adept at navigating corporate finance complexities and developing Go-to-Market strategies.
Deepak Paneri
Managing Partner.
Deepak Paneri, an Alliance Business School alumnus with 16 years of experience in banking and finance, has devoted his career to transforming financial strategy into a journey of growth and purpose.
Deepak’s committed to creating lasting impact, helping clients: from SMEs to ultra HNIs, navigate complex financial landscapes. Rooted in a philosophy of continuous intellectual and sustainable growth, Deepak’s vision is clear: to build an institution that values relationships, drives sustainable success, and empowers businesses to leave a legacy of purpose and resilience.
Deepak’s committed to creating lasting impact, helping clients: from SMEs to ultra HNIs, navigate complex financial landscapes. Rooted in a philosophy of continuous intellectual and sustainable growth, Deepak’s vision is clear: to build an institution that values relationships, drives sustainable success, and empowers businesses to leave a legacy of purpose and resilience.
Vicky Navani
Partner & CFO
Vicky Navani leverages over 15 years of BFSI experience, specialising in debt financing and retail finance for SMEs, corporates, and high-net-worth individuals (HNWIs). In addition to this, Vicky plays the role of CFO as HGM Corporate Finance Advisory LLP.
Mr Navani prioritises a client-centric approach, delivering innovative, personalised solutions that drive sustainable growth and empower clients to navigate and lead change with integrity.
Mr Navani prioritises a client-centric approach, delivering innovative, personalised solutions that drive sustainable growth and empower clients to navigate and lead change with integrity.
Jay Shah
Partner
With over 14 years in finance, Jay Shah heads Sales at HGM Corporate Finance Advisory LLP. He focuses on building strong relationships that extend beyond numbers, whether working with high-net-worth individuals or SMEs.
Jay is dedicated to developing customised financial plans that leverage his expertise in debt markets and structured funding. He empowers clients to navigate complexities and seize opportunities, driving growth for both clients and the industry.
Jay is dedicated to developing customised financial plans that leverage his expertise in debt markets and structured funding. He empowers clients to navigate complexities and seize opportunities, driving growth for both clients and the industry.
Kamakshi Patel
Partner
Kamakshi, a certified ESG consultant and MBA graduate with a focus on Finance and Entrepreneurship, spearheads HGM’s mission to integrate sustainability with corporate finance.
With over 6 years of experience in management and a background in real estate and the Indian debt market, she crafts impactful investments in private equity, empowering firms to align profits with purpose. Passionate about promoting responsible growth, Kamakshi is dedicated to elevating India’s ESG landscape and driving positive change for a sustainable future.
With over 6 years of experience in management and a background in real estate and the Indian debt market, she crafts impactful investments in private equity, empowering firms to align profits with purpose. Passionate about promoting responsible growth, Kamakshi is dedicated to elevating India’s ESG landscape and driving positive change for a sustainable future.
Nil Pandit
Head - Retail Loans
With over a decade of experience in the finance industry, Nil Pandit excels at crafting personalised solutions that meet the unique needs of retail and corporate clients.
Having worked with leading institutions like HDFC Bank, Axis Bank, and IDFC First Bank, Nil has honed his ability to evaluate client needs and design tailored strategies that align with individual objectives. He believes that securing the right funding should be an empowering experience, ensuring clients feel supported and informed in an ever-evolving financial landscape.
Having worked with leading institutions like HDFC Bank, Axis Bank, and IDFC First Bank, Nil has honed his ability to evaluate client needs and design tailored strategies that align with individual objectives. He believes that securing the right funding should be an empowering experience, ensuring clients feel supported and informed in an ever-evolving financial landscape.
Neha Soni
Analyst
As a business analyst at HGM CFA, Neha Soni excels in bridging strategy and data within the BFSI industry. She transforms ideas into actionable solutions, ensuring seamless project execution and strengthening connections with clients. Committed to organisational excellence, Neha focuses on enhancing efficiency through data management and process optimization.
Tirth Bhatt
Senior Analyst
Senior Analyst at HGM CFA, Tirth isn’t just crunching numbers, he’s building financial roadmaps. He provides the team with a structured, strategic lens to tackle complex debt and equity mandates, optimizing every step from analysis to execution. By marrying qualitative industry insights with quantitative rigor, he ensures strategies are rooted in fundamentals yet flexible enough to capture hidden value. For Tirth, finance is about extracting the best of all worlds, and making it work in the real one.
Dev Sodha
Financial Analyst
As a finance analyst, Dev curates networks across family offices, PE, and VC circles, connecting capital with opportunity. He dives deep into the ‘why’ behind the numbers, quantifying qualitative aspects with grounded fundamentals. Driven by the belief that the future won't always echo the past, he brings a fresh, often overlooked lens to financial forecasting.
Satya Bhambhani
Financial Analyst
A Financial Analyst who bridges financial insight with tech-enabled execution. Satya specializes in transforming data-heavy processes into streamlined, decision-ready insights using tools like Power BI, Python, and R. With a foundation in Economics and Finance, he crafts end-to-end solutions; merging automation, data science, and financial storytelling to ensure that the right data reaches the right people, effortlessly and impactfully.