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Amit Goenka · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
A qualified professional with over 20 years of enrich experience in Investment (Family Office), Finance, Budgeting and Taxation. Expert in assessing company's fund requirements and deciding investment across different asset classes (debt/equity/alternate). Prudent investment decision maker with proven track-record of maximizing benefits while managing the "risk to returns" balance.
AREAS OF EXPERTISE: 1. Prudent Investment decisions as a Family Office head. 2. Strategic Planning – Fund/ Cash management, Investment Policies 3. Asset Allocation – Debt, Equity, Real Estate, Alternate Investments etc. 4. Investment Research/ Analysis 5. Tax Planning and Optimization 6. Investment Review and Reallocations 7. Corporate Finance and Compliances
Coupled with strong analytical and organizational abilities, adept at formulating accounting systems, finalization of accounting records and financial statements.
Experience
Vice President – Treasury (Family Office)Current
HINDUSTAN COMPOSITES LTD. · Lower Parel, Mumbai
Aug 2006 – Present
• Strategic planning and policy formulation for investment of Funds • Responsible for managing / allocating group funds into various asset classes • Governing Principle: maximize ROI whilst balancing associated risks • Dealing into assets like Debts, Equities, Real Estate, Structured Debts, Private Equities, AIFs, Derivatives • Decision making in association with various wealth advisors, fund houses and AMCs, keeping in view various factors like ROI, risks, liquidity along with tax efficiency (normal tax/ MAT tax) as decision inputs • Strategic cash flow planning based on periodic fund requirements • Tax planning and optimization to reduce tax burden keeping track of changes in tax laws • Periodic investment review and fund re-allocation - mitigate new risks, exploit new opportunities • Assess impact of RBI policies, WIP, IIP, inflation changes, and restrategize for maximum returns • Performance monitoring of portfolio companies, analysing quarterly results & tracking news items • Other activities: Corporate Finance, Taxation, Budgeting, Statutory Compliance etc.
DGM Finance and Company Secretary
Core Projects & Technologies Limited · Andheri, Mumbai
May 2005 – Aug 2006
Managed finance and compliance department with overall responsibility of financial accounts, internal controls, taxation, statutory compliance and business finance related aspects. Handled authorized dealer branch/RBI matters/compliances relating to Foreign Direct Investment (FDIs) in Joint Ventures (JVs) or Wholly Owned Subsidiaries. Handled Preferential Issue of equity shares & equity warrants as per the Companies Act.
Education
Skills
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