Navjot Joshi

Financial Analyst at Ajeenkya DY Patil University
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Contact Information
us****@****om
(386) 825-5501
Location
Varanasi, Uttar Pradesh, India, IN

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Aditya Shah

Navjot is an excellent bright prospect. His ability to understand new things and to grasp them quickly is tremendous. He continues to do his bit for the financial education of people. I managed him during his equity research internship and his work was really exceptional. He would do all the work on time and with proper research Kudos to him.....he will be very successful in life!

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Credentials

  • Communication Foundations
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Communication within Teams
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Corporate Financial Statement Analysis
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Data, Economic Modeling, and Forecasting with Stata
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Excel Modeling Tips and Tricks
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Financial Modeling Foundations
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Financial Modeling and Forecasting Financial Statements
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Interpersonal Communication
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Master Key Financial Analyst Skills
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Negotiation Foundations
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • SQL for Finance Professionals
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Starting Your Career as a Financial Analyst
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Using Power BI with Excel
    LinkedIn
    Jun, 2023
    - Nov, 2024
  • Agile at Work: Building Your Agile Team
    LinkedIn
    May, 2023
    - Nov, 2024
  • Business Analysis Foundations
    LinkedIn
    May, 2023
    - Nov, 2024
  • What Is Business Analysis?
    LinkedIn
    May, 2023
    - Nov, 2024
  • CFA Investment foundation certificate
    CFA Institute
    Apr, 2022
    - Nov, 2024
  • Financial Modelling
    Skill Nation
    Jan, 2022
    - Nov, 2024
  • NISM series V-A: Mutual fund Distributor Certificate
    National Institute of Securities Markets (NISM)
    Jun, 2022
    - Nov, 2024

Experience

    • India
    • Education Management
    • 1 - 100 Employee
    • Financial Analyst
      • Aug 2023 - Present

    • India
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer
      • Nov 2021 - Present

      FinShala | E-Learning Platform for Financial Empowerment - Transformed financial education landscape by founding FinShala, a leading e-learning platform offering over 100 hours of visual and video content on personal finance, investing, and trading. - Empowered thousands of individuals to take control of their financial futures through comprehensive and engaging educational resources. - Developed and delivered high-quality courses, leveraging my expertise in finance, research, and analytics. - Spearheaded strategic partnerships with industry experts and influencers to provide cutting-edge insights and trends in the financial world. - Utilized innovative approaches, such as interactive visual content and real-life case studies, to enhance learning experiences and ensure practical application of knowledge. - Built a strong and engaged community of finance enthusiasts, fostering collaboration, networking, and continuous learning. - Received accolades for providing invaluable guidance and tools for individuals to make informed financial decisions. - Committed to continuously improving the platform and expanding its reach to empower even more individuals on their financial journeys. Join FinShala today and unlock your potential for financial success! Show less

    • Human Resources Services
    • 1 - 100 Employee
    • Placement and training coordinator
      • Jun 2022 - May 2023

      Placement and Training Coordinator - Placement Cell, Faculty of Commerce, BHU - Currently serving as the Placement and Training Coordinator at the Placement Cell, Faculty of Commerce, BHU, responsible for facilitating successful placements and training programs for students. - Collaborate with faculty, staff, and industry professionals to develop effective placement strategies and initiatives, ensuring optimal employment opportunities for students. - Coordinate with companies and organizations to establish strong partnerships and secure placement opportunities for students in diverse sectors. - Conduct regular career counseling sessions, workshops, and mock interviews to enhance students' employability skills and prepare them for the job market. - Manage the placement process, including student registrations, resume screening, interview scheduling, and post-placement follow-ups. - Implement training programs, including industry-specific skill development sessions, to enhance students' technical and soft skills. - Maintain a comprehensive database of student profiles, placements, and industry contacts to facilitate efficient and streamlined placement processes. - Collaborate with faculty members to align curriculum and training programs with industry requirements, ensuring students are equipped with relevant knowledge and skills. - Monitor and analyze placement trends, industry demands, and market dynamics to provide valuable insights for career planning and program development. - Foster strong relationships with alumni, encouraging their active participation in mentoring and networking activities for current students. - Continuously explore innovative approaches to enhance the effectiveness and reach of the Placement Cell's services and programs. Show less

    • India
    • Business Consulting and Services
    • 1 - 100 Employee
    • Equity Research Intern
      • Sep 2022 - Dec 2022

      Equity Research Intern - Eikonsem Pvt. Ltd. (October 2022 - November 2022) - Worked as an Equity Research Intern at Eikonsem Pvt. Ltd., focusing on in-depth research and analysis of the Indian Pharmaceutical and Healthcare sector. - Conducted comprehensive research on different business segments within the industry, gaining a deep understanding of market dynamics, trends, and future outlook. - Collaborated with senior investors and analysts to perform company-specific, economic (Macro and Micro), and trend analysis. - Assisted in the preparation of research publications, including earnings previews, reviews, and event updates, providing valuable insights to clients and investors. - Conducted in-depth sector analysis, identifying investment themes and potential opportunities for the company. - Utilized various research tools, databases, and financial models to gather and analyze data, enabling data-driven decision-making and investment recommendations. - Developed proficiency in interpreting financial statements, assessing valuation metrics, and understanding key performance indicators specific to the pharmaceutical and healthcare industry. - Leveraged strong analytical and critical thinking skills to generate comprehensive reports and investment recommendations for internal and external stakeholders. - Gained hands-on experience in utilizing financial platforms and software, such as Excel, MS Office, and TradingView, to perform data analysis and visualization. My experience as an Equity Research Intern at Eikonsem Pvt. Ltd. has equipped me with valuable skills, industry insights, and a solid foundation in research and analysis. This experience positions me well for consultancy, project management, and finance roles, where I can leverage my expertise in the pharmaceutical and healthcare sector to provide strategic insights and drive financial success for organizations and clients. Show less

    • India
    • Higher Education
    • 700 & Above Employee
    • Research Project Assistant
      • Nov 2017 - Sep 2020

      IIT Bombay - Project Research Assistant (November 2017 - August 2020) - Conducted an in-depth study on the Effect of Inflow Distortion on the Fan Performance of a Turbofan Engine as part of a client's project at IIT Bombay. - Analyzed the impact of inlet distortion on the performance of the single-stage fan, which included a rotor and a stator, utilizing quantitative analysis techniques. - Utilized various commercial software tools such as ANSYS, MATLAB, and Python to analyze and interpret the data. - Suggested optimized parameters including pressure ratio, rpm, and bypass ratio to improve the fan's performance under inflow distortion conditions. - Prepared and delivered monthly, annual, and half-yearly reports summarizing the research findings, analysis, and recommendations. - Collaborated with a multidisciplinary team of researchers, engineers, and project stakeholders to ensure smooth project execution and timely delivery of results. Skills I acquired from it: - Developed strong analytical and problem-solving skills through the analysis of complex data sets and identification of optimized parameters. - Acquired a thorough understanding of performance evaluation and optimization, providing a solid foundation for consultancy projects related to process improvement, cost optimization, and performance enhancement. - Developed the ability to deliver comprehensive reports, including monthly, annual, and half-yearly reports, essential for project management and finance roles. - Enhanced collaboration and communication skills by working with a diverse team of researchers and stakeholders, which are valuable in consultancy and project management settings. - Strengthened data interpretation and visualization skills, enabling effective presentation of insights and recommendations to clients and management teams. - Developed a keen eye for detail and the ability to identify patterns and trends in data, critical for financial analysis and decision-making. Show less

    • India
    • Higher Education
    • 700 & Above Employee
    • Junior Research Fellow(JRF) on Gas Turbine Research Establishment (GTRE)-funded project
      • Aug 2016 - Oct 2017

      Junior Research Fellow (JRF) - Amrita University (August 2016 - October 2017) - Served as a Junior Research Fellow (JRF) at Amrita University, contributing to a research project focused on the numerical study of Effusion Cooling for Gas Turbine Combustors and the enhancement of cooling effectiveness through design improvisation. - Collaborated with a multidisciplinary team of researchers to design and optimize cooling systems, employing Computational Fluid Dynamics (CFD) techniques and software tools like ANSYS, MATLAB, and Python. - Prepared detailed reports, documenting research findings, methodologies, and recommendations for design improvisation in gas turbine combustors. - Actively participated in research discussions, sharing insights, and contributing to the development of innovative solutions for enhanced cooling effectiveness. - Maintained accurate records of research activities, data analysis, and experimental setups for reference and future research purposes. My experience as a Junior Research Fellow at Amrita University has equipped me with invaluable skills and knowledge that can contribute to consultancy, project management, and finance roles. The research background, analytical expertise, and collaborative mindset developed during this tenure have prepared me to excel in delivering innovative solutions, managing projects effectively, and driving impactful outcomes in a professional setting. Show less

    • India
    • Aviation & Aerospace
    • 1 - 100 Employee
    • Conceptual design of UAV for the surveillance purpose
      • Aug 2015 - May 2016

      Conceptual Design of UAV for Surveillance - School of Aeronautics (NEEMRANA) - Conceptually designed a UAV (Unmanned Aerial Vehicle) with a specific focus on surveillance purposes during my tenure at the School of Aeronautics. - Utilized CAD software to develop an innovative and efficient UAV design, aiming to enhance its usability in surveillance operations as well as commercial photography and videography applications. - Conducted a comprehensive weight estimation of the UAV, ensuring optimal performance and maneuverability. - Engaged in airfoil selection, wing design, and the design of horizontal and vertical stabilizers to ensure stability and control during flight. - Determined the location of the center of gravity to maintain proper balance and stability of the UAV. - Collaborated with a team to select appropriate landing gear and propeller configuration, considering factors such as ground operations and efficiency. - Successfully implemented the conceptual design, creating a UAV model that exhibited improved surveillance capabilities and enhanced operational efficiency. Skills I acquired by it: - Acquired a deep understanding of UAV technology and its applications in surveillance, providing a solid foundation for consulting in the defense, security, and aerospace sectors. - Gained experience in analyzing and estimating weight, calculating power requirements, and optimizing design configurations, essential skills for consultancy and project management roles. - Strengthened problem-solving abilities by overcoming challenges in UAV design, demonstrating adaptability and critical thinking. - Enhanced collaboration and communication skills through teamwork and project coordination, essential for consultancy projects involving cross-functional teams. - Demonstrated creativity and innovation in developing a conceptually designed UAV, highlighting an ability to identify opportunities for improvement and deliver practical solutions. Show less

    • India
    • Airlines and Aviation
    • 700 & Above Employee
    • Summer Internship
      • May 2015 - Jun 2015

      i worked as an aeronautical engineer in BMD division on airframe and engine of Boeing777-400LR, Boeing 747, Boeing 737, Boeing 787 i worked as an aeronautical engineer in BMD division on airframe and engine of Boeing777-400LR, Boeing 747, Boeing 737, Boeing 787

Education

  • Banaras Hindu University
    Master of Business Administration - MBA, Financial management
    2021 - 2023
  • Federation of Indian Professionals
    Portfolio management, Financial Planning and Services
    2021 - 2021
  • SCHOOL OF AERONAUTICS (NEEMRANA)
    2012 - 2016
  • Kendriya Vidyalaya
    10+2, dehradun
    2000 - 2012

Community

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