Accelerating Outcomes for Growth & Transformation
Three decades after the liberalization of the financial services sector, the industry has come into its own in some segments. However, to tackle global volatility and legacy issues, it must bridge the gap to efficient, agile and effective delivery. With its mix of operators and consultants, A&M is ideally placed to support clients in achieving these objectives and more. Our deep expertise and outcome focus means clients work with us when looking to deliver tangible benefits.
Meet Our Leaders
Shubhra Goel
Managing Director
Mumbai India
Shubhra Goel
Managing Director
- 20+ years of experience in financial services, 15+ years in consulting
- Expert in digital strategy, analytics- and technology-led sales improvement and entry strategy
- Experienced in operating model redesign and program management of large, complex programs
Shubhra Goel is a Managing Director with Alvarez & Marsal Business Transformation Services practice in Mumbai. She specializes in management consulting, focusing on financial services.
With more than 20 years of industry and consulting experience, Ms. Goel has helped clients in analytics- and technology-led sales improvement, formulation and implementation of digital strategy, entry strategy, operating model review and redesign. She has worked with clients across life, health and general insurance, banking and capital markets.
Prior to joining A&M, Ms. Goel spent seven years with Accenture Strategy in Mumbai, serving most recently as Managing Director and Consulting Lead for Financial Services for India clients. Some of her recent projects include reviewing and reimagining operations journeys for large banking clients, digital strategy for a large wealth management client and enterprise architecture review for a health insurance client.
Previously, Ms. Goel worked with the advisory division of Ernst & Young, India and the Analytics Center of Excellence of GE Capital International Services.
Ms. Goel earned a bachelor’s degree in economics from Hansraj College, Delhi University; an MBA in finance and strategy from the Indian School of Business, Hyderabad and a master’s degree in economics from the Delhi School of Economics.
Shweta Jha
Managing Director
Mumbai India
Shweta Jha
Managing Director
- 18+ years of experience in financial services as both a consultant and an operator
- Expertise in driving operational efficiency, advancing technology and digitization, and leveraging data analytics and AI
- Experienced in operating model redesign and organizational structure
Shweta Jha is a Managing Director with Alvarez & Marsal Corporate Transformation in Mumbai. She brings over 18 years of experience driving strategy and operations for financial services clients.
Ms. Jha has expertise in driving operational efficiency, making data-driven decisions, managing financial and non-financial risks, modernizing data and technology, designing bank-wide digital journeys, redesigning operating models, and operationalizing AI solutions.
Prior to joining A&M, Ms. Jha worked with firms such as Booz & Company (now Strategy&), Accenture, and Deutsche Bank, where she worked as Strategy & Corporate Development Lead overseeing its Internal Global Strategy team out of Mumbai.
Ms. Jha earned a bachelor’s degree from the Indian Institute of Technology, Madras and an MBA from the Ross School of Business at the University of Michigan in the U.S.
Bhavik Hathi
Managing Director
Mumbai India
Bhavik Hathi
Managing Director
- 16 years of providing assurance and transaction advisory services
- 10+ years of transaction advisory work with PE as well as strategic clients on numerous inbound, outbound and domestic transactions
- Co-Head of A&M's TAG practice in India
Bhavik Hathi is a Managing Director with Alvarez & Marsal's Global Transaction Advisory Group in Mumbai, and serves as the practice’s Co-Head in India. He brings 16 years of experience in advising clients in transactions and audit. His primary areas of concentration are financial, commercial and operational due diligence.
Mr. Hathi has worked with clients across a range of industries, including financial services, real estate, logistics, retail, consumer and aviation. He has been involved in numerous transactions providing for private equity clients in India as well as corporates in sectors such as NBFC, microfinance, housing finance, exchanges, brokerage, banking, logistics, retail and consumer.
Additionally, Mr. Hathi has led integrated due diligence teams providing financial, commercial and/or operational due diligence services to numerous clients such as TPG Capital, TPG Growth, Warburg Pincus, Blackstone, GIC, Temasek, Morgan Stanley, CDC and Olympus Capital.
Prior to joining A&M, Mr. Hathi spent 14 years with EY, where he most recently served as Director. At EY, he worked on numerous cross border and private equity transactions for clients such as KKR, Carlyle, Blackstone, Waburg Pincus, Apax Partners, Baring Asia, WL Ross, ICICI Ventures, IDFC Private Equity, L&T Finance, Reliance Capital, GE Capital, T Rowe Price, Axis Bank and Kotak Group.
Mr. Hathi earned a bachelor's degree in commerce and accounting from the University of Mumbai. He is qualified as a Chartered Accountant through the Institute of Chartered Accountants of India. An Indian national, Mr. Bhavik is fluent in English, Hindi and Gujarati.