Led by Operators. Not Consultants.
Every advisor on this team has raised capital, closed deals, or built companies , before they started advising you on yours.
There is a meaningful difference between a person who has studied financial transactions and a person who has executed them , under pressure, with their name on the mandate, with real money at stake.
At DealPlexus, the people advising you on M&A, capital raising, wealth management, and business restructuring have operated from the other side of those tables.
That distinction is not a credential. It is a competitive advantage for every client we serve.
Why Operator Backgrounds Produce Better Client Outcomes
Most financial advisory firms are built to sell advice. DealPlexus was built to produce outcomes — and that difference starts with who is doing the advising.
Theoretical expertise answers the question you asked. Operator experience answers the question you should have asked.
What a Consultant Does
Run the numbers and present options.
What an Operator Asks
“Is debt the right move here — or does the growth plan you just described call for equity? And if it is debt, is a term loan or working capital line better for your specific cash flow pattern?”
That question does not come from a textbook. It comes from having managed a P&L, from having made the wrong call once, and from knowing what the right framework actually looks like in execution.
Our leadership team has served as CFOs at large corporates, built CA practices that serve multinational clients, led investment banking desks at established firms, managed wealth portfolios across market cycles, and mentored over two hundred startup founders through their earliest capital raises. That aggregate experience — spanning 25 to 38 years per individual across our senior leadership — is not decorative. It is the foundation of every recommendation we make.
We give street-smart guidance, not theoretical advice. The Jindagi Live Angel Fund exists because our founders have lived the startup fundraising problem. Our advisory pricing is 40–50% below the Big-4 because our operators know how to deliver outcomes without enterprise overhead. Our network of ... professionals exists because operators build networks — not because we ran a marketing campaign.
The DealPlexus promise is simple: when you trust us with your capital, your deal, or your business — you are working with people who have done it, not people who advise on it.
How This Shapes Everything We Do
Leadership philosophy is not a wall poster. At DealPlexus, it shows up in three specific ways:
Speed over bureaucracy.
Big-4 firms have approval chains, rotating teams, and enterprise governance that adds six to twelve weeks to every engagement. Our leadership is accountable directly. Senior people stay on your account. Decisions happen in days, not quarters.
Honesty over optics.
Operators who have managed real P&Ls know when a deal is not the right deal. We will tell you when the valuation is not supportable, when the loan structure does not serve your cash flow, or when the investment product your previous advisor recommended has been generating commissions , not returns. That kind of honesty only comes from people who have lived the consequences of getting it wrong.
Integration over compartmentalization.
Our investment banking lead has worked across M&A, due diligence, and startup mentorship. Our advisory team works alongside our wealth team and our lending desk. When you engage one part of DealPlexus, the full expertise of the organization is available to your situation. That is the financial supermarket working as it was designed.
The Team Behind India's Financial Supermarket
What This Team Brings to Every Engagement
Numbers do not capture experience. But they do give it context.
200+
Combined Years of Financial Services Experience
Across GE Capital, IFCI, Moody’s Analytics, Ernst & Young, HDFC Bank, IDFC FIRST Bank, DHFL Pramerica, Madison Street Capital, Resurgent India, and multinational CA practices, the DealPlexus leadership team has operated in every corner of India’s financial services ecosystem.
50+
SME IPOs Executed
Anand Lakhotia alone has led more than fifty SME capital market transactions, a level of deal execution experience that most advisory boutiques cannot claim across their entire team.
CFO-Level
Operating Experience
Deepak Maheshwari (GE Capital India) have served as CFOs at complex operating businesses. This is not advisory experience dressed as operating experience. It is the real thing.
7
Combined Credentials: CA, CS, CFA, Cost Accountant, MBA, LLB, M.Com
The DealPlexus senior team holds professional credentials across six disciplines, giving the platform genuine depth in accounting, law, financial analysis, corporate secretarial practice, and cost management. No single advisor carries all of this. As a team, DealPlexus does.
7+
Cross-Sector Coverage
Financial Services, Healthcare, Manufacturing, Retail, Wholesale, Fintech, Startups, this team has not specialized in one sector and applied that template everywhere. They have built expertise across the sectors that represent the majority of the Indian mid-market, which means the advisory you receive reflects actual knowledge of your industry, not a generic framework.
32+
Years in APAC Financial Services (Investor Advisory Board)
Iqbal Singh brings senior operating experience across Unilever, GE Capital, and Citibank South Korea, with deep expertise in cross-functional leadership, marketing, fintech, and business development across Asia Pacific. His perspective on cross-border financial services and emerging market dynamics informs DealPlexus’s strategic positioning at the intersection of traditional finance and fintech.
30+
Years
Banking & Operations Leadership at Scale (Investor Advisory Board)
Avtar Monga served as COO of IDFC Bank after senior roles at GE and Bank of America, making him one of the most senior banking operations executives on any advisory board in the Indian fintech space. His 30+ years of strategic planning, risk management, and scaling experience provides institutional-grade governance oversight for DealPlexus’s operations.
How Our Leadership Philosophy Shapes What You Experience
It is one thing to claim “operator experience.” It is another to show how it changes the work. Here is how the DealPlexus leadership background directly shapes what clients receive:
Investment Banking Rigor Without Investment Banking Timelines
The DealPlexus advisory methodology, DCF modeling, comparable transaction analysis, structured due diligence across five workstreams, arm’s-length benchmarking for transfer pricing, is borrowed from the investment banking desks where our team built their careers.
What we left behind: the approval chains, rotating junior teams, and enterprise project governance that make Big-4 engagements take 8–12 weeks and cost ₹50 Lakh to ₹5 Cr for work that should take 3–4 weeks.
Senior practitioners at DealPlexus are accountable to you directly. There is no hierarchy between the person you spoke to in your first call and the person executing your mandate. That is why our valuation engagements take 3–4 weeks. Our due diligence takes 6–8 weeks. Our restructuring proposals are ready before your next creditor meeting.
Independence as a Structural Feature
A CFO who has managed a P&L knows what it feels like to receive biased advice, advice shaped by the advisor’s product incentives rather than your business reality. Every leader at DealPlexus has been on the receiving end of that advice. We built the platform to make it structurally impossible to give it.
DealPlexus is not built around pushing proprietary products. While we may earn advisory fees or distribution income across products, our model remains advisory-led. Our lending desk, our investment team, and our advisory function are each evaluated on client outcomes, not product placements. When we recommend a loan structure, an investment product, or a restructuring approach, it is because it is right for your situation, not because it generates the highest referral fee.
That independence is not a policy. It is a structural feature of how we are built.
Advice That Connects to Execution
Operators know that advice without execution is noise. The most common failure in financial advisory is the handoff problem: the consultant gives you a strategy, and then you spend six months trying to find someone to actually implement it.
DealPlexus is India’s Financial Supermarket. Every piece of advisory we give connects directly to execution capability inside the same platform. A restructuring proposal connects to our lending network for refinancing. A startup advisory engagement connects to the Jindagi Live Angel Fund for capital. A wealth strategy connects to our PMS, AIF, and investment products. A valuation supports your loan application within the same day.
When our founders say “advice that executes,” this is what they mean. The advisory and the execution are not two separate conversations. They are one integrated engagement.
Start the Conversation That Changes How You Manage Money
Whether you are an investor, a business owner, a startup founder, or a CA who wants to earn significantly more from client relationships , DealPlexus is the only platform built for all of it.
89+ products · 30,753+ professionals · ₹2,081 Cr+ in deals
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