
About Us
Leveraging 30+ Years of Expertise Across Multiple Sectors
Established in 2008, M&R Advisory is committed to delivering customized financial and strategic solutions that align with our clients’ unique needs and long-term goals. With over three decades of industry expertise, we have successfully executed projects spanning multiple sectors, collaborating with leading organizations across India and globally.
Our Experience & Reach
Multinational Corporations (MNCs)
Providing strategic guidance on investment, financing, and expansion.
Public & Private Sector Enterprises
Assisting companies in structuring financial transactions that enhance stability and growth.
Ancillary Industries
Offering specialized consulting to support manufacturing, infrastructure, and service-based industries.
International Clients & Overseas Players
Supporting cross-border transactions, investment strategies, and regulatory compliance.
Commitment to Excellence
At M&R Advisory, our approach is driven by precision, market intelligence, and forward-thinking solutions. We specialize in debt and equity advisory, financial structuring, mergers and acquisitions, and investment strategy consulting. Our expertise across diverse industries ensures that we provide reliable, data-driven insights that empower businesses to make informed financial decisions.
By leveraging our 30+ years of experience, we continue to build lasting relationships, deliver impactful financial solutions, and contribute to the success of businesses across sectors.
Our Team
A seasoned group of financial experts with 30+ years of cross-sector experience, delivering strategic insights and customized solutions globally.

Rohit Kothari
Director
Rohit Kothari is a Chartered Accountant with over 35 years of expertise in management consultancy and finance. Throughout his career, he has played a vital role in shaping business strategies, financial frameworks, and operational efficiencies across diverse sectors and geographies.
His extensive experience spans key areas such as internal audit, where he has led risk assessments and compliance initiatives to ensure corporate governance and financial integrity. His proficiency in risk management has helped organizations mitigate financial uncertainties and establish robust control mechanisms. Additionally, he has contributed significantly to financial automation, streamlining processes to enhance accuracy, efficiency, and scalability.
Beyond finance, Rohit has deep expertise in manufacturing, enabling him to bridge the gap between financial decision-making and operational execution. His insights into technology and automation have been instrumental in modernizing business operations, ensuring seamless integration of innovative solutions to drive productivity.
Over the years, he has provided strategic advisory services to companies navigating complex financial landscapes, helping them optimize resources, improve profitability, and adapt to changing market dynamics. His global perspective and cross-sector experience make him a valuable asset in shaping sustainable business models and long-term financial growth strategies.

Heena Shah
Director
Heena Shah holds an MBA in Financial Management and has over a decade of experience specializing in Project Viability, Debt Syndication, Mergers & Acquisitions (M&A), Financial Research & Analysis, and Enterprise Valuation. With her strong financial acumen and strategic insights, she has been instrumental in structuring financial transactions, assessing investment opportunities, and guiding businesses through complex financial landscapes.
As a key player in Transaction Solutions, Heena leads a dynamic team responsible for preparing Project Reports, Financial Models, Information Memorandums, Budgets, and Monitoring Reports. Her expertise ensures that financial projects are well-documented, strategically planned, and aligned with business objectives.
Her proficiency in Enterprise Valuation allows her to deliver precise financial assessments that help companies optimize their market position, attract investors, and successfully navigate corporate mergers and acquisitions. Additionally, her deep understanding of Debt Syndication enables her to craft financing solutions that support business expansion and sustainability.
Heena’s analytical mindset and leadership have contributed significantly to enhancing financial strategies, facilitating growth-oriented decision-making, and improving operational efficiency for the organizations she works with. Her ability to integrate financial data with business objectives makes her an invaluable resource for companies seeking to strengthen their financial health and competitiveness
- Phone:+91 9898710978
- Email:heena@mnradvisory.com

Heli Oza
Manager - Transaction Advisory
Heli Oza is a qualified Chartered Accountant with over 5 years of professional experience, including 2.5 years as a Credit Manager at IndiaBulls Housing Finance. She has developed a strong foundation in retail and corporate loan processing, financial risk assessment, and credit underwriting. During her tenure at IndiaBulls Housing Finance, Heli played a key role in managing credit evaluations, ensuring compliance with lending regulations, and optimizing loan structures to meet client needs.
Her expertise extends to liaising with banks and financial institutions, negotiating favorable terms, and facilitating seamless loan approvals. With an in-depth understanding of the financial sector, Heli excels in credit risk analysis, assessing borrower profiles, and structuring loans to balance profitability with risk mitigation.
Her ability to handle complex financial transactions and navigate regulatory frameworks makes her a valuable asset in the banking and lending industry.
- Phone:+91 9979881390
- Email:heli@mnradvisory.com

Karan Bakshi
Manager - Legal
Karan Bakshi is a qualified Advocate and holds an MBA in Law, bringing over 3 years of experience in the legal consultancy and advisory domain. He has previously worked with leading financial institutions such as Mahindra Finance, a prominent NBFC, and Axis Trustee Services Ltd., where he honed his expertise in legal advisory, compliance, and regulatory frameworks.
Karan specializes in providing strategic legal counsel, with a strong focus on financial services, corporate governance, and trust management. His combined legal and business acumen enables him to deliver practical, risk-aware solutions tailored to dynamic business environments.

Vineet Rathi
Advisor
Vineet Rathi is the Managing Partner at Kreston OPR, India, bringing over two decades of expertise in internal audit, risk advisory, and corporate finance. He plays a pivotal role in shaping the firm’s strategic direction, focusing on risk management, corporate finance, and audit assurance services. His deep understanding of financial complexities enables businesses to mitigate risks while enhancing performance, making him a trusted advisor in business valuation, audit transparency, and corporate governance.
As Technical Director for Kreston Global’s Internal Audit & Risk Management Group, Vineet leads global initiatives to improve risk advisory and audit practices across member firms. His additional role as Offshoring Excellence Leader reinforces his commitment to delivering scalable, high-quality solutions within Kreston’s international network.