CA Bhushan Rathi

I'm a Chartered Accountant building a career at the intersection of financial rigor and client-facing deal work — currently transitioning toward Transaction Advisory, Deal Strategy, and M&A consulting. At Anand Rathi Group's family office, I partner directly with senior management on multi-asset investment strategy — building financial models, evaluating opportunities across equities, G-Secs, and alternative assets, and translating complex analysis into clear, decision-ready recommendations for stakeholders. Before this, I spent time in Credit Suisse's CFO office, leading UK Bank Levy and HMRC-compliant regulatory reporting across multiple jurisdictions — work that sharpened my ability to operate with precision inside complex, multi-stakeholder environments under real deadlines. What draws me to deal advisory work is simple: I like being in the room where the deal gets done — building the financial case, presenting it with conviction, and negotiating it to a close. My CA training gives me the technical depth; my family office and Credit Suisse experience gave me real exposure to high-stakes decision-making; and I'm now actively building toward the client-facing, deal-driven roles where I can do my best work. Currently pursuing CFA Level 1