SARTHAK
+91 8766277378
Education
DUJAT AIR – 724 CFA LEVEL 1 CLEARED GOLD MEDALLIST IN FINANCIAL
MANAGING FAMILY FUND OF 10
Degree Institution
LAKH WITH CAGR RETURN OF 25-30% Marks/ CGPA Remarks
MODELLING –Year
SSCBS (FMAT)
Out of 19000 students ABOVE 90 PERCENTILE
Chartered Financial Analyst LEVEL CFA Institute 90+ Percentile Pass 2024
1
Bachelor of Management Studies University of Delhi – Ramanujan 6.25 Pass – 1 Division 2024
College
Class 12 Lovely Public Sr. Sec. School (P.D. 93% Pass 2021
Vihar)
Class 10 Lovely Public Sr. Sec. School (P.D. 85% Pass 2019
Vihar)
INTERNSHIP & EXPERIENCES
Investment Banking Analyst – Internship | FUND TQ | JUNE 2024 – JULY 2024
• Client Interaction: Supported client meetings and presentations, preparing materials and
contributing to discussions with senior bankers and clients
• Created and updated detailed financial models to support investment decisions and client
presentations.
• Due Diligence: Assisted in conducting due diligence for transactions, including gathering and
analyzing company financials and operational data.
• Tool Proficiency: Gained hands-on experience with financial tools such as Tracxn and Capital IQ
for market research, company analysis, and transaction tracking.
• Sector Expertise: Acquired in-depth exposure to the healthcare sector, contributing to research
and analysis of market trends and sector-specific transactions.
Investment Banking Fellowship | MARQUEE EQUITY | JULY 2022 – SEP 2022
• Financial Reporting: Prepared comprehensive monthly financial reports across various sectors,
providing key insights into financial performance and sector-specific trends.
• Crafted compelling pitch materials to effectively communicate client value propositions and
attract potential investors
• Financial Analysis: Conducted rigorous analyses of financial statements to evaluate company
performance and identify strategic growth opportunities.
• Worked with companies to access the most relevant investors to their raise.
FINANCIAL MODELS
• Project Details: Developed a comprehensive financial model for Colgate Palmolive and Nykaa to
analyze and forecast key financial metrics. Scope included budgeting, forecasting, and scenario
analysis
• Methodology: Utilized historical financial data, market research, and industry benchmarks to
inform assumptions and parameter inputs. Used CAPM and DCF for the main computation of
model
• Results: Delivered a highly accurate financial model that provided valuable insights into Colgate
Palmolive's financial outlook. The company stock price was overvalued because the intrinsic
value was less than Current market price.
• Work Samples - https://drive.google.com/drive/folders/1-V83BRkCEclf3Outiy149o4fdZ5DW6PL
Volunteerships
ADVISORY COMMITTEE| Thrust, E Cell of Ramanujan College |Jan 2022 – Current
Recruited, hired, trained, and supervised team of 50 and implemented mentoring program that
offered positive employee engagement.
Maintained 95% accuracy while updating databases with members, participants data and
verifying changes and Managed supervisor itinerary and appointments and streamlined
scheduling procedures.
Monitored front areas so that questions could be promptly addressed also Made LORs, MOUs, and
Broacher for the whole event.
Rehabilitation Society of the Visually Impaired | Finance and Budgeting |MARCH 2022 – JULY 2022
Working with an NGO which got featured in the Times of India- Managed the funds and advised
the club in setting up the budget for the drives.
Brought sponsorships and collaborations to the organisation.
SKILLS
Contract negotiations and administration MS OFFICE – Intermediate
Financial Modeling – ADVANCE POWER BI – ADVANCE
Stock Trading [Technical and fundamental Business Research – ADVANCE
analysis] Business Analysis – ADVANCE
Portfolio Management - ADVANCE Capital Allocation Techniques - ADVANCE
Pitch Deck - ADVANCE Financial Statement Analysis – ADVANCE
CERTIFICATES
MS EXCEL – COURSERA
BUSINESS ANALYTICS WITH EXCEL - SIMPLILEARN
MS OFFICE – COURSERA
CAPM CERTIFICATION – SIMPLILEARN
MS POWER POINT - COURSERA
POWER BI - COURSERA
MODELLING RISK AND REALITIES –
FINANCIAL MODELLING AND ALGO TRADING
COURSERA
– SHAHEED SUKHDEV COLLEGE OF BUSINESS
CFA LEVEL 1 – Above 90 Percentile
STUDIES
