Soham Patel

Role: Investment Banking Analyst at Kumbhat Advisors
Location: Surat, GJ, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Soham Patel

Investment Banking Analyst • Focused on Valuation, Financial Modeling & Deal Advisory• Strong Interest in Equity Research & Capital Markets• Finance | Taxation (GST)| AuditDriven finance professional with a strong inclination towards understanding businesses, financial statements, and market dynamics. Currently gaining hands-on experience in investment banking, working on valuation, financial modeling, and transaction-related analysis. I am passionate about identifying investment opportunities through structured, data-driven thinking and aim to build long-term expertise across investment banking and equity research.

Experience

Investment Banking Analyst
Kumbhat Advisors
Mar 2026 — Present

Education

The Valuation School
Equity research , Valuation
SDJ International College
Bachelor of Commerce - BCom, Accounting
The Institute of Chartered Accountants of India
CA Finalist

Contact information

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•••••@kumbhatadvisors.com
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Current company

Kumbhat Advisors

Investment Banking · 54 employees · Founded 1993 · Vesu, Gujarat, India

Founded in 1993, Kumbhat Advisors is a leading mid-market Investment Banking platform based out of Western India, with pedigree from Goldman Sachs, Avendus, BCG and other premier global financial firms. We are a trusted partner to ambitious promoters navigating the capital raise process — often the most pivotal chapter in their entrepreneurial journey. With more than 34 years of proven expertise and over $8 billion raised till date, we’ve built a franchise defined by \'ownership\' mindset, deep promoter alignment and relentless execution across every stage of the deal. As a full-service financial advisory firm, we deliver end-to-end solutions tailored to growth-stage and emerging enterprises. What we do best- Private Equity & Pre-IPO Advisory: Full-stack execution — from story crafting to investor outreach and closure — tailored for founders raising capital for the first time - Capital Markets & IPO Advisory: Strategic guidance across the IPO lifecycle — the right roadmap, compelling equity story, curated intermediaries appointment, and hands-on execution from start to finish - Debt Syndication: India’s go-to debt advisors with a reputation for getting the best deal in the fastest timelines — across bank debt, private credit, and new-age structured solutions We’ve been behind the scenes of several billion-dollar listed groups and scaled founders alike — an ever-growing relationship built on our ethos of integrity, insight, and enduring partnership.

kumbhatadvisors.com

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About Soham Patel

Experience

Investment Banking Analyst

Education

The Valuation School

SDJ International College

The Institute of Chartered Accountants of India

Find verified contacts for anyone on LinkedIn