Content

Overview

Financial Advisory

Training & Development

Our Team

Our Capabilities Financial Forecast & Valuations

Project Feasibility

Dashboard

KPI Model

Operations & Management Model

Business Plan Model

Overview

About US

What We Offer

Fin-Wiser Advisory was founded in 2016 by a team with rich exposure in the field of Financial Modeling, Research & Project Management. Our area of specialisation includes financial modeling for company valuation, business plan modeling, creating models for govt. bid/tender, project finance models, dashboards, process documentation and mapping.

Why Choose

Us?

Knowledge Professionals - CFA, Masters in

Finance, Lean Six Sigma (Black Belt)

8+ years

Average Work Experience

Hand on Experience in

executing projects Globally

Customized Training and

Advisory services

Thirty to 40 years ago, most financial decisions were fairly simple … Scott Cook

Quote Unquote:

Financial Advisory

WHAT WE DO

---------------------------------------------------------------- Fin-Wiser provides Financial Modeling & Analysis services which can quickly uncover the financial drivers of business by analyzing different variables and help in arriving at optimal business solutions. Our financial models are custom made as per the business requirements and can integrate elements of accounting, finance, economics and corporate psychology to summarize a particular events for the end user and provide direction regarding possible actions or alternatives.

Business Case Develop

Understanding around business

Model Map

Create model outlay based on

business case

Detailed Financial

Model Perform

spreadsheet engineering to build business specific model

Model Insight & Findings

Financial Analysis & interpret the

results

Mgmt. Insights Communicate Findings to the

management and take insight

METHODOLOGY

Business Plan Model

Equity Research

Business Research

Bid Modeling

Financial Modeling

Financial Analysis

Project Finance Modeling

SERVICES OFFERED GLOBAL EXPOSURE

Geographies worked with

An investment in Knowledge Pays the Best Interest … Benjamin Franklin

Quote Unquote:

Training & Development

Financial Modeling

• DCF based valuation Modeling

• M&A Modeling

• Project Finance Modeling

• LBO Modeling

Crash Courses

• DCF Valuation

• Project Finance Basics

• Financial Statement Integration

• Basic and Advance Excel

Corporate Training

• Financial Modeling Workshops

• Dashboard

• Advance Excel for Reporting & MIS

Practical training is an integral part of our programs. Our training sessions are highly interactive and are based on the case study approach, which is an effective way to foster participants and provides hand on practice.

WHAT WE DO ----------------------------------------------------------------

Fin-Wiser Provides Practical Training Sessions in the Areas of Excel Based Financial Modeling, Financial Research, Project Finance Modeling, M&A, Business Plan Modeling and Company Valuation Techniques. Our Training Sessions Enable Participants From Finance/ Non Finance Background (Graduates/MBA/CFA/CA Etc.) to Build Upon and Provide Impetus to their Skills in Finance.

HOW WE DO IT ----------------------------------------------------------------

CLASS ROOM TRAINING One on One PERSONAL TRAINING

ONLINE TRAINING via SKYPE

TRAININGS OFFERED

Team Work makes the Dream Work Quote Unquote:

Our Team Pushkar Kumar

(Principal Consultant - Financial Advisory)

A competent professional with more than Eight years of experience in financial Modeling and valuation. He has core expertise in building financial models/bid models from scratch, carrying out valuation across sectors and is well versed with delivering quality output as per client’s expectations.

Skills and expertise:- - Financial Modeling & Valuation - Bid Modeling - Model Review - Equity Research

Education and qualifications:- - Msc. Finance - CFA (ICFAI) - Bachelor in Business Economics

Vipin Sharma

(Principal Consultant – Operations Advisory)

A certified Prince 2 and Lean Six Sigma Black Belt with more than 14+ years of experience in management consulting, change management, transformation, operational process excellence, analytics, project management and transition.

Skills and expertise:- - Lean Six Sigma - Business Process Mapping (BPMN) - Target Operating Model Design - Process Analysis and Opportunity

Identification

Education and qualifications:- - Prince 2 Certified - Lean Six Sigma (Black Belt) - MBA

Harshita Sharma

(Managing Partner)

A proficient individual with more than seven years of experience in comparable company and transaction analysis. She has core expertise in carrying out valuation across sectors and is well versed with creating pitch books, identifying targets for M&A.

Skills and expertise:- - Financial Modeling - Comparable Company Analysis - Pitch Book - Financial Analysis Education and qualifications:- - Msc. Finance - CFA (ICFAI) - Bachelor in Economics

Capability Means Imagination….Napoleon Hill Quote Unquote:

Project Feasibility Study Financial Forecasting & Valuation

Opportunity Overview

A US-based boutique investment firm was looking for a Financial Model on US listed Auto Giant.

Solution Delivered

A US based boutique investment firm required to build a detailed Financial Model from valuation prospective on an Auto Giant listed on the US Stock Exchange. Fin-Wiser provided a complete financial model with DCF and Relative Valuation.

Scope of Work:- Integrated Financial Statements 5 year forecast Identification of Revenue and Cost

Drivers DCF Based Valuation Relative Valuation Based on EV Multiples Working Capital Analysis Du Pont Analysis Dashboard for Management Information

Valuation Model

Revenue Drivers

5 Year Forecast

Integrated Financial

Statements

Dashboard Financial & Valuation

Ratios

Valuation Report

Relative Valuation

DCF Valuation

Project Feasibility Study Project Feasibility Study

Financial Model

& Valuation

Report Identifying the Revenue and cost

drivers

Forecasting Revenue and cost based on management expectations

Collection of Historic Financial Data

Plotting the historical data in Financial model

Industry Analysis

Management Summary

Financial Analysis

Valuation Methodology

Deriving valuation ranges using the different methods of valuation:

-- DCF Valuation

-- Relative Valuations

Step

1:

His

tori

cal D

ata

Step

2:

Fin

anci

al

Fore

cast

Step 3

: V

aluatio

n

Step 4

: Final

Rep

ort

Objective: Project Feasibility Analysis for raising seed capital to expand

Client Location: Canada Industry: Farmland Development

Delivery Location: Offshore Project Type: Valuation Model Build

Methodology Used and Solution Delivered

Project Feasibility Study Dashboard

xxxxx xxxxx

Prepared a dashboard for Group HR to

present 100+ KPIs grouped under 10 heads for each of the 4 business divisions.

Flexibility to generate dynamic outputs Provide Insight/ analysis at divisional and

group level

Methodology Used

Refurbish and structured data in required format

Developed a dashboard using various excel tools incl. Macros

Received Data from Client

HR Team of a service company based out of UAE was looking for an automated dashboard to comprehend large

data with charts and tables for quick and insightful analysis.

Solution Delivered

Incorporated Macros for navigation and input selection

Consolidated charts to provide insight at group level

Dynamic charts updated basis the selected period

Quarterly charts to comprehend trends

Presented text data using tables

Prepared a list of all the KPI’s with definitions

20.4

30.6

45.9

51.2

0.050.0100.0

20.4

30.6

45.9

51.2

0.0 50.0 100.0

Div. A

Div B

Div. C

Div. D

West 25%

North 25%

South 25%

East 25%

45.9 46.9 45 43.9

0

50

West

Sample Chart Format

Problem Statement

Project Feasibility Study Key Performance Indicator Calculator

The KPMG name and logo are registered trademarks or trademarks of KPMG International.

© [year] [legal member firm name], a [jurisdiction] [legal structure] and a member firm of the KPMG network of independent member firms affiliated with

KPMG International Cooperative, a Swiss entity. All rights reserved.

New Zealand based service provider was looking for a KPI model to help them assess monthly/quarterly/annual penalty calculations based on KPI’s defined by the contractor and present output to the Management.

Solution Offered

Penalty Payment Analysis

Shadow update for 3 months for smooth transition

Modeling Support

Monthly KPI Calculation Sheets

Conversion of Documented KPI into Excel based calculations

User Guide for easy understanding of Model Functionality

Automated Dashboard for output

Monthly KPI Summary

Client Objective

Visual Presentation of Outputs

Monthly & Quarterly KPI

Penalty Calculations

Monthly, Quarterly &

Annual Summary

Dashboard

Automation of KPI Penalty Calculation

Project Feasibility Study Operations & Management Contract

Develop commercial Model and quantify commercial risks associated with the RFP issued by state government in

North India for Operations and Management of 3000+ “Suvidha Kendra”. Also, Perform scenarios analysis to fund

initial capex requirement and understand the financial viability.

Build an excel based monthly financial model with 5 year projections for submission of a government tender in North India

Perform Scenario analysis for Capex funding

Perform NPV and IRR Analysis for Project Feasibility

Cash Flow Analysis In-house vs Outsourced Analysis

Problem Statement Solution Delivered

Estimation of Total Funding Requirement Assessing Manpower requirement in Different Shifts

Evaluation and selection of suppliers based on operating & maintenance costs, economic life and payment terms

Scenario analysis based on leasing and Capex investment model

Assessment of outsourced vs in house cost impact

Historical cash generation capacity

Revenue Analysis

Working capital Analysis

Project Feasibility Study Business Plan Model

Develop a 5 year Business Plan Model for Pathology services in UK with various scenarios around centralised vs

decentralised laboratories.

Build an excel based monthly financial model with 5 year projections for Pathology Services in UK

Perform Scenario analysis for Capex funding

Perform NPV and IRR Analysis for Project Feasibility

Centralised vs Decentralised Analysis

Problem Statement Solution Delivered

Financial Modeling Support

Identification of Revenue drivers for Pathology services and forecasting monthly revenue based on the same.

Created integrated Financial Statements for Each laboratory with 5 year forecast.

Created Consolidated Financials.

Financial Analysis Support

Scenario Analysis:

• Create Scenarios around centralised and decentralised testing

• Assessment of Funding Requirement under both options

Performed Working capital Analysis

NPV & IRR Analysis to help decision making on scenarios

Financial Modeling and Valuation

Fin-Wiser is a specialist Advisory boutique focused on providing Financial Modeling, Financial Analysis, Business Transformation & Business Research Services.

Business Modeling

Financial Analysis

Financial Tools

Model Review and Stress Testing

Dashboard & MIS

website:- www.fin-wiser.com

Email : contact@fin-wiser.com

Thank You!