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Puja Ragavi S — Associate Vice President · Metis Family Office · Bengaluru, Karnataka, India.
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About
🏛️Finance & Business Leader | Strategic Partner to Promoters | Growth & Execution | Chartered AccountantI'm a Chartered Accountant and Company Secretary, with 13+ years of experience across finance, reporting, statutory audit and business advisory. I spent a significant part of my earlier career in an MNCs where Ihandled global entities, worked on financial reporting and stat audit. Gained exposure to handle Big4 audits (EY/Deloitte), presented financials along with CXOs to the audit committee. But around four years ago, I consciously decided to move away from a traditional finance role because I wanted to get closer to businesses and entrepreneurs — to understand how businesses actually work and how decisions get made. That's what brought me to my current role with a family-office-led advisory firm. Over the last four years, I've worked closely with promoter-led businesses across different sectors. My work today goes beyond finance — business reviews, AOPs, performance tracking, working capital, operational issues, strategic discussions and increasingly and most importantly direct interaction with promoters and clients. What makes me tick?1. Asking the right questions2. Help growth businesses connect the numbers to the business3. Bringing MNC finance rigour, Board-level perspective and hands-on Promoter advisory4. With the ambition to own outcomes rather than just report themAlso: lifelong learner, fitness enthusiast, quiz buff and an aspiring minimalistLet’s talk about performance that truly makes a difference.
Experience
Senior Specialist
SHELL INDIA MARKETS PRIVATE LIMITED · Chennai Area, India
Nov 2018 – Oct 2022
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Recent activity
Mahabharata series: Lesson 2: Karna – An Unsung Hero of the Mahabharata, Lessons for Business Families
Mahabharata Series – An analogy between teachings of the Mahabharata and decision-making in family businesses
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