Amit Modi

Engagement Partner

 

Amit is an associate member of the Institute of Chartered Accountants of India, has been a rank holder in Chartered Accountancy. He is also a Charter-Holder of the CFA Institute, USA. Amit carries a total post-qualification experience of 17 years in the Finance & Accounts domain.

Prior to joining Wealthtree, Amit was associated with Indian media conglomerate Zee, as General Manager - Finance & Accounts of their print media division, DNA. He has earlier handled multiple leadership roles at Tata AIA Life Insurance as Asst. Vice President - Finance & Accounts and with Aon Global Insurance Services as Manager - Finance & Accounts. At the start of his career, he had done a stint with PriceWaterhouseCoopers and was part of the firm's team at Hindustan Unilever.

In his current role, Amit has been actively involved as CFO of companies across ownership types ranging from Family Owned and Managed Businesses, Private Equity/ Venture capital backed ventures and companies run by Technocrat promoters. Amit's expertise lies in managing investor relations, presenting the company's performance to the Board, acting as sounding board to promoters and leading and managing Finance teams across the companies that he manages.