Puja Sadani, CFA
Founder & Director at Cresco Research- Claim this Profile
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Bio
Shumukh Ghosh
I have known Puja for few years now both as a colleague and as a friend. The thing I admire about her in professional domain is her ability to crunch numbers and be creative at the same time. Technically sound and creatively brilliant is the way I would define her competencies. I have found her to be candid and a team player. She takes ownership of her assignments and is somebody you can count on. Definitely an asset to any team.
Somnath Banerjee
Puja is one of the best analysts and managers I have come across. She has sound domain knowledge, has great CRM skills and an amazing ability to multi-task. She is an effective leader who has always led her team from the front. She would be a very valuable addition to any team or organization.
Saurav Chakraborty, CFA
I have had the pleasure of working with Puja over the past 6 years and it has been one of the most rewarding experiences. She has evolved immensely over the years, making her one of the most sincere and competent finance professionals I have come across. Her understanding of client needs and her ability to think and devise solutions around client issues sets her apart. She can create structure from chaos. She is constantly evolving, learning and attaining new skills. Her ability to apply her skills in solving business issues makes her indispensable for any organization she works with. She has been very successful growing, training and motivating a huge team of analysts and has managed large client engagements with ease. I recommend Puja whole-heartedly as I believe she will be an asset for whichever company she works with. I wish her all the best for her future endeavors and I am sure she will be a success in whatever she tries her hand at.
Shumukh Ghosh
I have known Puja for few years now both as a colleague and as a friend. The thing I admire about her in professional domain is her ability to crunch numbers and be creative at the same time. Technically sound and creatively brilliant is the way I would define her competencies. I have found her to be candid and a team player. She takes ownership of her assignments and is somebody you can count on. Definitely an asset to any team.
Somnath Banerjee
Puja is one of the best analysts and managers I have come across. She has sound domain knowledge, has great CRM skills and an amazing ability to multi-task. She is an effective leader who has always led her team from the front. She would be a very valuable addition to any team or organization.
Saurav Chakraborty, CFA
I have had the pleasure of working with Puja over the past 6 years and it has been one of the most rewarding experiences. She has evolved immensely over the years, making her one of the most sincere and competent finance professionals I have come across. Her understanding of client needs and her ability to think and devise solutions around client issues sets her apart. She can create structure from chaos. She is constantly evolving, learning and attaining new skills. Her ability to apply her skills in solving business issues makes her indispensable for any organization she works with. She has been very successful growing, training and motivating a huge team of analysts and has managed large client engagements with ease. I recommend Puja whole-heartedly as I believe she will be an asset for whichever company she works with. I wish her all the best for her future endeavors and I am sure she will be a success in whatever she tries her hand at.
Shumukh Ghosh
I have known Puja for few years now both as a colleague and as a friend. The thing I admire about her in professional domain is her ability to crunch numbers and be creative at the same time. Technically sound and creatively brilliant is the way I would define her competencies. I have found her to be candid and a team player. She takes ownership of her assignments and is somebody you can count on. Definitely an asset to any team.
Somnath Banerjee
Puja is one of the best analysts and managers I have come across. She has sound domain knowledge, has great CRM skills and an amazing ability to multi-task. She is an effective leader who has always led her team from the front. She would be a very valuable addition to any team or organization.
Saurav Chakraborty, CFA
I have had the pleasure of working with Puja over the past 6 years and it has been one of the most rewarding experiences. She has evolved immensely over the years, making her one of the most sincere and competent finance professionals I have come across. Her understanding of client needs and her ability to think and devise solutions around client issues sets her apart. She can create structure from chaos. She is constantly evolving, learning and attaining new skills. Her ability to apply her skills in solving business issues makes her indispensable for any organization she works with. She has been very successful growing, training and motivating a huge team of analysts and has managed large client engagements with ease. I recommend Puja whole-heartedly as I believe she will be an asset for whichever company she works with. I wish her all the best for her future endeavors and I am sure she will be a success in whatever she tries her hand at.
Shumukh Ghosh
I have known Puja for few years now both as a colleague and as a friend. The thing I admire about her in professional domain is her ability to crunch numbers and be creative at the same time. Technically sound and creatively brilliant is the way I would define her competencies. I have found her to be candid and a team player. She takes ownership of her assignments and is somebody you can count on. Definitely an asset to any team.
Somnath Banerjee
Puja is one of the best analysts and managers I have come across. She has sound domain knowledge, has great CRM skills and an amazing ability to multi-task. She is an effective leader who has always led her team from the front. She would be a very valuable addition to any team or organization.
Saurav Chakraborty, CFA
I have had the pleasure of working with Puja over the past 6 years and it has been one of the most rewarding experiences. She has evolved immensely over the years, making her one of the most sincere and competent finance professionals I have come across. Her understanding of client needs and her ability to think and devise solutions around client issues sets her apart. She can create structure from chaos. She is constantly evolving, learning and attaining new skills. Her ability to apply her skills in solving business issues makes her indispensable for any organization she works with. She has been very successful growing, training and motivating a huge team of analysts and has managed large client engagements with ease. I recommend Puja whole-heartedly as I believe she will be an asset for whichever company she works with. I wish her all the best for her future endeavors and I am sure she will be a success in whatever she tries her hand at.
Credentials
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Chartered Financial Analyst (CFA)
CFA Institute
Experience
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Cresco Research
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India
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Research Services
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1 - 100 Employee
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Founder & Director
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Jan 2015 - Present
As the Director of Cresco, my role encompasses looking after the entire Operations capability including resource management, project management, training and development, client relationship management and strategic initiatives. As the Director of Cresco, my role encompasses looking after the entire Operations capability including resource management, project management, training and development, client relationship management and strategic initiatives.
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Netscribes
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United States
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Business Consulting and Services
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700 & Above Employee
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Associate Vice President
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Apr 2014 - Aug 2014
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Senior Manager (L1)
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Apr 2013 - Mar 2014
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Senior Manager (L2)
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Jul 2011 - Mar 2013
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Manager
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Jul 2010 - Jun 2011
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Team Lead
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Oct 2007 - Jun 2010
• Preparing Equity Research report in varied sectors • Comparative Investment Analysis reports • Using extensive models for financial projection • Other Client –specific financial modelling or company profiling • Evaluating quarterly and annual performance of companies. • Preparing Credit Analysis reports • Preparing Equity Research report in varied sectors • Comparative Investment Analysis reports • Using extensive models for financial projection • Other Client –specific financial modelling or company profiling • Evaluating quarterly and annual performance of companies. • Preparing Credit Analysis reports
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Zacks Investment Research
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United States
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Financial Services
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200 - 300 Employee
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Independant Research Associate
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Jan 2006 - Sep 2007
• Preparation of Independent Research Report under the guidance of a senior analyst for the Banking and REIT sectors • Projection of expected earnings and target price. • SWOT analysis for the bull and the bear sections. • Preparation of financial model including detailed income statement, balance sheet, average balance sheet, and various other non-financial metrics. • Peer group comparison and relative current valuation. • Preparation of Independent Research Report under the guidance of a senior analyst for the Banking and REIT sectors • Projection of expected earnings and target price. • SWOT analysis for the bull and the bear sections. • Preparation of financial model including detailed income statement, balance sheet, average balance sheet, and various other non-financial metrics. • Peer group comparison and relative current valuation.
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Education
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Indira Gandhi National Open University
MBA, Human Resource Development -
Kalikata Viswavidyalaya
B Com, Commerce
Community
