Tejas Jobalia

I-Banker turned CFO | AI & Automation | Financial Strategy, Commercial & Legal, Fund Raise, Corporate Finance, Financial Control

Role
Head of Finance at Traya
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tejas Jobalia

I am a rank-holder Chartered Accountant, qualified in May 2005, and cleared my Level 1 CFA (CFA Institute, USA) in June 2007.After spending more than 15 years in Investment Banking at various domestic and global organisations, I moved into a CFO role. Currently, I head the Finance function at Traya Health, a new-age health-care and personal-care brand operating a direct-to-consumer business model. Prior to Traya, I was the CFO at HealthAssure, an innovative technology-driven company operating at the intersection of insure-tech and health-tech in India\'s fast growing primary healthcare industry.In my previous avatar, I have worked at investment banks and financial services organisations like Merisis Advisors, ICICI Securities, IL & FS Financial Services, Daiwa Capital Markets and Morgan Stanley, successfully advising clients on fund raising and M&A transactions.Specialties: Financial Control, Commercial & Legal, Corporate Strategy and M&A, Fund Raising

Experience

  1. Head of Finance

    Traya

    Jul 2023 — Present · Mumbai, IN

    Traya is an Indian direct-to-consumer healthcare and personal care brand that provides a holistic treatment for consumers dealing with hairloss. The Company provides a personalized, doctor-recommended treatment that help determine the root cause of hair fall among individuals, along with a range of hair care products that are curated from a combination of Ayurveda, Allopathy, and Nutrition

Education

  • R. A. Podar College

    B.Com, Commerce

    1999 — 2004

  • Institute of Chartered Accountants of India

    CA, Accounting, Taxation, Financial Management, Law

    2001 — 2005

  • CFA Institute, USA

    CFA, Equity Research, Financial Management, Portfolio Analysis, Investment Banking

    2007 — 2007

Skills

  • Private Equity
  • Equity Research
  • Equity Valuation
  • Financial Modeling
  • M&a Experience
  • Structured Finance
  • Bloomberg
  • Business Analysis
  • Finance
  • Derivatives
  • Mergers
  • Competitive Analysis
  • Trading
  • Investment Banking
  • Lbo
  • Valuation
  • Funding
  • Emerging Markets
  • Equities
  • Mergers & Acquisitions
  • Dcf
  • Capital Markets
  • Due Diligence
  • Venture Capital
  • Corporate Finance

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Tejas Jobalia — Head of Finance at Traya in Mumbai, MH, IN | Unifers