About
MBA (Finance) graduate with experience in asset valuation, financial analysis, and investment research.
Worked on valuation assignments involving Plant & Machinery, Real Estate, Vehicles, and Industrial Equipment, where I reviewed financial records, market information, and valuation documents.
Looking for a Financial Analyst role where I can apply my analytical skills, Excel knowledge, and interest in valuation while continuing to learn and grow in the finance domain.
What I'm looking for
I’m looking for roles in the finance domain such as Financial Analyst, Valuation Analyst, and Real Estate Valuation Analyst. I want to work on financial modelling, asset and real estate valuation, and investment research while growing my career in finance.
Experience
Financial Analyst
Saffron Multicon
Aug 2025 – Mar 2026
• Handled valuation assignments involving Plant & Machinery, Real Estate, Vehicles, and Equipment by reviewing financial and technical records before report preparation.
• Compared market trends and similar assets to help prepare reliable valuation reports.
• Prepared valuation working papers and financial summaries in Microsoft Excel for internal review and client reporting.
• Checked invoices, ownership records, and financial documents before valuation reports were finalized.
• Organized valuation files and supporting documents, making project information easier to access during reviews.
• Worked with engineers, clients, and internal teams to collect information required for valuation assignments.
• Managed project documentation and accounts receivable records using Excel while supporting day-to-day finance operations.
Asset ValuationMicrosoft ExcelFinancial Reporting
Finance Intern
Arthmitra Insurance & Investment Consultancy
Jun 2024 – Aug 2024
• Reviewed clients' financial goals and investment preferences to support mutual fund and insurance recommendations.
• Compared equity, debt, and hybrid mutual funds using historical performance and risk-return analysis.
• Created Excel reports comparing mutual funds to support investment discussions.
• Helped assess investors' risk appetite by reviewing their financial goals and investment horizon.
• Tracked market trends and mutual fund performance to support investment recommendations.
• Maintained accurate client records and investment documents while ensuring confidentiality.
• Explained investment options to clients in simple language during advisory discussions.
Mutual Fund AnalysisRisk-Return AnalysisExcel
Education
Sinhgad Management Institutes
MBA · Finance
2023 – 2025
Sandip Institute of Pharmaceutical Sciences
B.Pharma
2019 – 2023
Certifications
SEBI Investor Certificate
SEBI & NISM
2024 – No expiry
NISM Series V-A — Mutual Fund Distributor
NISM
2024 – No expiry
NIPAM IPR Certificate
Government of India
2022 – No expiry
Skills
Advanced ExcelData InterpretationTrend AnalysisAsset AllocationPortfolio ManagementRisk ProfilingScenario AnalysisDepreciation AnalysisEquipment ValuationVehicle ValuationReal Estate ValuationRatio AnalysisFinancial ReportingDue DiligenceMarket ResearchInvestment ResearchAsset ValuationFinancial Analysis
Languages
English (Professional working proficiency)Hindi (Professional working proficiency)Marathi (Professional working proficiency)
