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Naveen Gupta – Corporate Legal and IPO Advisory Professional at Samagra Advisors
Corporate Legal & IPO Advisory

Naveen Gupta

Corporate Legal & IPO Advisory Professional | Income Tax Litigation Expert | Business & Management Advisor

LL.B. · B.Com.

About

Naveen Gupta is a Corporate Legal and Financial Advisory Professional with over eight years of diversified experience in Main Board IPO Advisory, Income Tax Litigation, Corporate Compliance, Financial Documentation, Regulatory Advisory and Business Strategy.

A Commerce graduate and qualified Law Graduate (LL.B.), he combines legal understanding, financial acumen and practical execution capabilities to assist businesses across different stages of growth.

IPO & Capital Markets Advisory

Naveen has extensive hands-on experience in the execution of Main Board IPO transactions and has worked closely with Chief Financial Officers, promoters and senior management throughout the IPO lifecycle. His role encompasses IPO advisory, transaction support, documentation and coordination.

He has coordinated with Merchant Bankers, Legal Counsels, Statutory Auditors, Independent Professionals, Monitoring Agencies and other capital-market intermediaries for execution and coordination of capital-market transactions.

  • IPO transaction documentation
  • Financial projections
  • Working-capital assessment
  • Capital structuring
  • Planning and utilisation of IPO proceeds
  • Due-diligence coordination
  • Regulatory documentation
  • DRHP information compilation and validation
  • RHP information compilation and validation
  • Responses to regulatory observations
  • Coordination of statutory and professional certifications
  • Integration of financial, legal and regulatory work streams

Income Tax Litigation

Naveen has significant experience in Income Tax litigation, particularly assessment, reassessment and appellate matters.

  • Preparing replies to statutory notices
  • Drafting written submissions
  • Analysing taxation issues
  • Developing legal representations
  • Compiling supporting documentary evidence
  • Assisting in proceedings before Income Tax Authorities
  • Legal research
  • Interpretation of taxation laws

Corporate & Business Advisory

Through work with Chartered Accountants, corporate professionals and management teams, Naveen has developed substantial exposure to corporate advisory, taxation, financial restructuring, regulatory compliance, capital-market transactions and business and management advisory.

His multidisciplinary understanding of finance, law, management and regulatory compliance enables him to contribute commercially practical, legally robust and strategically aligned advisory solutions.

Other Leaders
CA Sameer Agarwal
Founder

CA Sameer Agarwal

Seasoned Chartered Accountant and capital markets professional leading the firm's IPO advisory, corporate finance, and tax litigation practice with deep experience as a former CFO of a leading corporate organisation.

CA Mahabir Gupta
Partner

CA Mahabir Gupta

Multidisciplinary finance and legal professional with over two decades of experience in management advisory, corporate governance, real estate advisory, and commercial dispute resolution.

CA Kailash Chand Gupta
Associate

CA Kailash Chand Gupta

Accomplished senior finance leader with over two decades of CFO-level experience across strategic planning, project financing, fund management, working capital and complex restructuring, merger, demerger and NCLT matters.

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