Experience

KIFS Trade Capital

• India
• Financial Services
• 100 - 200 Employee

• Equity Research Analyst

  • Aug 2019 - Present

  Mumbai Area, India 1. Identifying investment ideas, primarily in the mid and small-cap space to generate alpha for the family office corpus, 2. Preparing and updating financial models, 3. Valuation of both listed as well as unlisted companies, 4. Attending conference calls, plant visits, and analyst meets, 5. Tracking bulk, block deals, insider trading, portfolio of large investors and quarterly results, 6. Impact analysis of macro and micro news.



EquityLevers World Pvt Ltd

• Analyst

  • Apr 2018 - May 2019

  Mumbai Area, India Equity Research -Valuation of Companies I. Understanding levers impacting the company II. Financial analysis – Interpretation of financial numbers of a company III. Industry analysis IV. Peer analysis V. Preparation of discounted cash flow and comparable company models VI. Preparation of projected financial statements of a company - Preparation of various reports on portfolio management, Fixed income, Merger and acquisition, equities, Mutual funds etc., - Preparation… Show more Equity Research -Valuation of Companies I. Understanding levers impacting the company II. Financial analysis – Interpretation of financial numbers of a company III. Industry analysis IV. Peer analysis V. Preparation of discounted cash flow and comparable company models VI. Preparation of projected financial statements of a company - Preparation of various reports on portfolio management, Fixed income, Merger and acquisition, equities, Mutual funds etc., - Preparation of financial models - Valuation of fixed income securities - Quarterly results analysis and attending conference calls, - Backtesting of results of companies and comparing them with actuals, - Impact analysis of various news/events/announcements on companies, - Preparation of various customized course/cases for IIM professors. Show less



EY

• Entertainment Providers
• 1 - 100 Employee

• Senior Associate

  • Jun 2017 - Oct 2017

  Chennai Area, India • Performed Substantive procedures on Operating expenditures, • Knowledge of EY Global Audit Methodology, • Cash & Bank PSP and Canvas roll-forward & Canvas clean-up, • FS and TB reconciliation procedures, • SOX Testing, • Analysis of Revenue & receivables using EY EAGLe, AAM & Global, analytics tools, • Selection of AR samples and processing the AR confirmations, • A/P & A/R cut-off procedures, • Testing of Expense & Revenue, • Test of details - Payroll, operating… Show more • Performed Substantive procedures on Operating expenditures, • Knowledge of EY Global Audit Methodology, • Cash & Bank PSP and Canvas roll-forward & Canvas clean-up, • FS and TB reconciliation procedures, • SOX Testing, • Analysis of Revenue & receivables using EY EAGLe, AAM & Global, analytics tools, • Selection of AR samples and processing the AR confirmations, • A/P & A/R cut-off procedures, • Testing of Expense & Revenue, • Test of details - Payroll, operating & other Expenses, • Accounts payables testing, • Creation of CANVAS. Show less



Pankaj Munjal & Co.

• Article Assistant

  • Apr 2011 - Mar 2014

  Hoshiarpur, Punjab, India • Performed Statutory and Tax audits of client organizations, • Prepared financial statements in accordance with the Accounting Standards specified by ICAI, • Conducted Bank audit of Various banks, • Conducted audits of various charitable and religious trusts, • Prepared Projected Financial Statements for Bank finance and Net Worth Reports, • Filing of Income Tax, Service Tax, TDS and VAT returns of Companies, Partnership firms and Individuals. Additional •… Show more • Performed Statutory and Tax audits of client organizations, • Prepared financial statements in accordance with the Accounting Standards specified by ICAI, • Conducted Bank audit of Various banks, • Conducted audits of various charitable and religious trusts, • Prepared Projected Financial Statements for Bank finance and Net Worth Reports, • Filing of Income Tax, Service Tax, TDS and VAT returns of Companies, Partnership firms and Individuals. Additional • Acquired good understanding of accounting, auditing and taxation, • Completion of audit activities of various clients within time constraints, • Physical stocktaking and valuation of stock as per the accounting standards specified by ICAI, • Preparation/review of income tax returns. Show less