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Financial Contact Details

New Delhi, Delhi, India
January 08, 2020

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Mobile: +91-989*******



To gain excellence in financial management and analysis by continuous learning and hard work. To be recognized as a dedicated and professional employee and achieve the organization’s goals. EPITOME:

Completed Research Analyst Course from IFMC Institute, New Delhi in Aug 2019.

Undergone a training program on Financial Modelling & Company Valuation, comprehensive Knowledge of Core & Advance Excel, VBA, valuation tools (DCF, Relative valuation, Transaction and M&A) in 2016

Completed CFP Certificate from FPSB, in 2015

Completed MBA (Finance) from AIMA, New Delhi in 2011

Possess strong analytical, communication, problem-solving and multi-tasking skills. WORK EXPERIENCE:

I had worked as Ass. Financial Planner in Beekay Associates (13 Jan 2017- 18 Mar 2019).

Making Retirement Plans, Education Plans, Financial Plans for the Defence Clients.

Provide Support and Training to other colleagues, help them to make strategic plans.

Understand, advising clients needs and preparing a plan according to it and manage their portfolio.

Research on various stocks for Mutual Fund.

Produced primary research using channel checks and fundamental analysis.

Suggest Funds according to Clients needs and Risk Appetite.

Monitor & Research Analyzing the Funds according to Market Conditions.

Give presentations, Generate presentations and bring new business for the company.

Planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending on Advanced Excel using PV, FV, PMT, Etc.

Taking care of Income Tax for Defence Clients.

I had Worked as Sr. Relationship Executive in Bajaj Capital Ltd (16Feb 2015- 31July 2016)

Understand and advising clients based on their needs and long term financial planning goals.

Generate new business for the company and Preparing Presentations.

Received appreciation from Management.

Ensure high level of Clients service. Manage difficult Clients situations.

Analysis Clients Portfolio.

I had Worked with IBM DAKSH as a Backend chat process for 16 months for USA process. (22June 2011- 20Nov 2012).


Title: Financial and DCF Model of Colgate Palmolive Company Operating Systems: Synopsis: Financial projection combined with valuation of stock & recommendation Based on Discounted Cash Flow (DCF), Financial Ratios. Resume 1 of 1


Learning Outcome:

Projected the Financial Statements with Schedules and assumptions drivers.

Calculated the intrinsic value of the company using DCF.

Analysis of Debt & Equity to calculate WACC.

Calculate Diluted Shares Outstanding of a listed company.

Equity Value Calculation in DCF Model.

Title: Relative Valuation of ten Listed Companies world wide Synopsis: Derive the relative value of Target Company based on Multiples. Learning Outcome:

Design the Relative Valuation model with Switches, output sheet, valuation sheets.

Calendarization and Currency converter.

Calculation of Enterprise Value of 10 companies listed worldwide.

Analysis of Different Multiples.

Title: Accretion and Dilution Analysis of Procter and Gamble co & Gillette Co Synopsis: Analyze the merger impact on EPS of the combined company post-merger. Learning Outcome:

Preparation of Performa Balance Sheet & Income Statement.

How to use transaction Assumption, Calculation of outstanding Shares.

Calculate the effect of Dilutive securities.

Sensitivity Analysis & Contribution Analysis.


NISM Series-XV: Research Analyst Certificate Examination as required under the SEBI

(Apr 2019-Aug 2019).

Certification in Financial Modelling & Company Valuation using Excel & VBA from F M Institute, New Delhi (Aug 2016-Nov 2016).

Certification in CFPCM - Certified Financial Planner (Jan 2013-Feb 2015). It designation a professional certification mark for financial planners conferred by the Certified Financial Planning Standards Board India (FPSB). I am a CFPCM Mark Holder. Resume 1 of 1



Ability to go to the core of the problem

Have also displayed qualities like: Adaptability, Determination

Ability to work well with a wide variety of people at various levels

Ability to grasp fast and work hard


Completed B.Com (Pass) from Delhi University in 2007

Done with Senior Secondary from CBSE Board in 2004 SKILLS:

Good background knowledge in financial services and investments.

Have a strong knowledge of investment strategies across both Equities and Fixed income asset class.

Strong Excel Skills and PowerPoint.


Date of Birth : May 24th, 1985

Father’s Name : Mr. Satish Kumar Basra

Gender : Male

Nationality : Indian

Marital Status : Unmarried

Languages Known : Hindi and English

Interests : Reading Books and Drawing.


Permanent Address: 14A/9, W.E.A Karol Bagh,

New Delhi – 110005.


Contact this candidate