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ANJUL GUPTA, CFA
Vice President

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Education

IMT Ghaziabad, India (MBA, Finance)

Credentials and Licenses

Chartered Financial Analyst (CFA), CFA Institute

 

Professional Associations

CFA Society India

CFA Institute

Anjul Gupta, CFA is a Vice President of AltaView. He has extensive experience working with a broad range of businesses ranging in size from startups to multi-billion dollar enterprises across diverse industries.

 

Anjul’s practice areas include tax planning and compliance, financial reporting, corporate and succession planning. Within tax planning and compliance, he has experience performing valuations for trust and estate matters including valuations of closely held businesses and illiquid securities. His financial reporting experience includes valuations conforming to ASC 350 (and IAS 36), ASC 360, ASC 805 (and IFRS 3), and ASC 820.

In addition, Anjul has expertise in the following areas:

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  • Privately owned companies across a wide range of industries

  • Pass-through entities (S Corp, LLC, LP)

  • Discounts for lack of control and lack of marketability

  • Second-level (or tiered) discounts

  • Purchase price allocations

  • Goodwill impairment testing

  • Intangible assets (trademarks, customer relationships, customer contracts, technology, and non-compete agreements)

  • 409a valuations

Prior to joining AltaView, Anjul was a Senior Consultant with Duff & Phelps where he advised Indian clients on valuations required for various tax reporting (Income Tax Act Section 9), Foreign Exchange Management Act (FEMA), and financial reporting purposes (under IndAS). Prior to this position, Anjul was a Consultant with Deloitte Financial Advisory Services.

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