Professional Summary

Seeking an entry-level position in investment banking where I can use my skills and knowledge to make an impact in the fast-paced world of investment banking. I possess a meticulous eye for detail and a strong background in finance, ready to make substantive contributions to organizational success. I excel in rapid learning and collaborative teamwork. Motivated to understand the organization's mission and objectives to drive exceptional outcomes. Eager to apply my skills and knowledge for the growth of the organization.

Work Experience

Analyst

Swatantra Wealth · Full-time | Aug 2024 - Present (11 mos)

Ahmedabad, Gujarat, India · On-site

Swatantra Wealth means financial freedom. Our target for our hard working clients is to give them freedom of money at an earlier stage in life. This can be done by helping in savings, cash flow management and finding products to invest wherein they generate absolute alpha consistently over a longer period of time ! We also help startups raise capital through various instruments like equity, venture debt, revenue based growth finance etc. We try to match synergies with everyone at the finance stage.

Skills: Wealth Management Services, Family Wealth Management, ... (and 4 more skills)

Financial Analyst Intern

Fincentiv Solutions Private Limited | Aug 2023 - Dec 2023

  • Creation of Break Even Analysis statement.
  • Created a detailed company deck highlighting financial metrics and market trends, effectively communicating the company's value proposition to potential investors.
  • Worked on creation of Capitalisation Table.

Finance Associate

CS Surabhi Agrawal & Associates, Indore, MP | Jan 2022 - Jan 2023

  • Incorporated companies and various other compliances.
  • Created detailed balance sheets for small businesses, and provided accurate financial information needed for loan applications.
  • Prepared and filed 200+ tax returns for individuals and small business owners.
  • Analyzed customer feedback to improve the company's services and offerings.
  • Conducted market research to identify potential customers and their needs.
  • Created marketing strategies to reach out to the target.

Marketing Intern

My Captain, Indore, MP | Mar 2020 - Apr 2020

Education

B.Com

Devi Ahilya Vishwavidyalaya, Indore, MP

Percentage: 80%

Class: 12 | CBSE

St. Arnold High School, Indore, MP

Percentage: 88%

Class 10th | MP Board

Vijaya Convent High School, Zirapur, MP

Percentage: 88%

Core Technical Skills

  • Financial Modelling
  • Financial Analysis
  • DCF
  • Budgeting And Forecasting
  • MS Excel
  • MS Word
  • MS PowerPoint
  • Industry Research
  • Analytical Skills
  • PitchBook
  • Comparable Company Analysis

Project Experience

Financial Model on Titan

  • Analysed the business model of the company.
  • Performed DCF analysis and comparable company analysis.
  • Forecasted Financial Statement.
  • Key ratio Analysis.

Certifications

  • Advance Financial Valuation and Modelling course by Valuation School
  • Accounting Fundamentals by Corporate Finance Institute
  • Analysing Growth Drivers and Business Risk by Corporate Finance Institute
  • MS Excel By Internshala

Hobbies & Interests

  • Listening to Podcasts
  • Reading business articles and non-fictional Novels
  • Doodling
  • Singing

Achievements

  • Appointed as house captain (class X)
  • Received Medhavi scholarship for graduation
  • Came 1st in Drawing competition