MBA, Finance. CFA level II candidate

Gaurav Goyal, MBA +91-992******* (Primary)

**************@*****.*** http://in.linkedin.com/pub/gaurav-goyal/87/6b0/b88/ +91-937******* (Secondary)

PROFESSIONAL EXPERIENCE

INTERN (MBA, FINANCE) DIRK INDIA PVT. LTD. Nashik, Maharashtra

Study of working of VALUE ADDED TAX, computation of VAT, analysis of financial statements pertaining to VAT,

finding areas to manage VAT efficiently. June, 2011 to August, 2011 (2 Months)

SENIOR ASSOCIATE, AMERICAN HOME MORTGAGE SERVICING INDIA PVT. LTD. Pune, Maharashtra

Responsible for restructuring the loans of the borrowers, processing the payments, provide customer service, supervising junior associates.

April, 2009 to September, 2010(18

Months)

ACCOUNTANT, UNITED TRADING COMPANY Nagpur, Maharashtra

Responsible for reconciliation of bank statement to the company books, record keeping, maintenance of physical inventory records,

preparation of tax returns, maintenance of business transactions in soft copy. April, 2007 to March, 2009 (24 Months)

PROFESSIONAL QUALIFICATION

Charted Financial Analyst, CFAI, (USA) 2013- till now

Level II candidate

Company Secretary, ICSI, (India) Professional Level Candidate 2012-till now

Cleared I & II groups, results are awaited for III & IV groups

SUMMARY OF QUALIFICATIONS

Master of Business Administration (Finance) DY Patil Institute of Management & Research, Pune 2010-2012 Higher 2nd Class

PG Diploma in Banking & Finance Modern College of Arts, Commerce, Science, Pune 2011-2012 First Class

Bachelor of Commerce Hislop College, Nagpur University 2004-2008 Second Class

Higher Secondary (XII) RSP College, Jharkhand Board 2002-2004 Second Class

NATIONAL STOCK EXCHANGE CERTIFICATION IN FINANCIAL MARKET

Secondary (X) DAV School, Jharkhand Board 2001-2002 Second Class

NSE Certified Investment Analyst Champion NCFM, NSE, INDIA 2014 Awarded

Derivatives (Advanced) Module NCFM, NSE, INDIA 2014 Pass

Securities Market (Advanced) Module NCFM, NSE, INDIA 2014 Pass

Financial Market (Advanced) Module NCFM, NSE, INDIA 2014 Pass

Wealth Management Module NCFM, NSE, INDIA 2014 Pass

Option Trading Strategies Module NCFM, NSE, INDIA 2013 Pass

Technical Analysis Module NCFM, NSE, INDIA 2013 Pass

Fundamental Analysis Module NCFM, NSE, INDIA 2013 Pass

NSDL- Depository Operations Module NCFM, NSE, INDIA 2013 Pass

Investment Analysis and Portfolio Management Module NCFM, NSE, INDIA 2013 Pass

Financial Market: A Beginners’ Module NCFM, NSE, INDIA 2013 Pass

Certification in PC Operations (CPO) 2010 “A”

PERSONAL EXPERIENCE

TRADING/INVESTING: I have been handling mine as well as friends, family’s equity portfolio for last 3 years. I have been trading in options

for last 2 years. I follow fundamental as well as technical style of trading/investing.

INVESTMENT ADVISER: I have been advising close one’s in planning their investments and ways of saving taxes by making investments in

tax saving financial products. Helping them earn better returns by diversifying their portfolio.

CORE KNOWLEDGE & SKILL AREAS

Equity & Derivatives Fixed Income Corporate Finance Portfolio Management

Mergers & Acquisitions Technical & Fundamental Analysis Alternate Assets Depository Operations

Technical Skills : Experienced with Microsoft Word, PowerPoint, Excel, Outlook

EXTRACURRICULAR ACTIVITIES /ACHIEVEMENTS

Language Skills : Hindi, English (Read, Write, Speak)

Martial Art, Black Belt, 2004 National Kickboxing Championship, 2002 Olympic Day run

Teaching Trekking

PERSONAL INFORMATION

DOB : 14/11/1987 Passport No. : H0064628 Father’s Name : D.D.GOYAL

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