Bhavik Shah

Bhavik shah

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location of Bhavik ShahChapel Hill, North Carolina, United States
Followers of Bhavik Shah3000 followers
  • Timeline

  • About me

    MBA Student at UNC Kenan-Flagler Business School | Management Consultant - PwC | Ex-Co-Founder - Synerbridge Investancy | CA, CFA Level 2 Cleared

  • Education

    • Patkar-varde college of arts, science, commerce & economics

      2017 - 2019
      Master of commerce business/commerce, general a

      Activities and Societies: President at Entrepreneurship Cell: Guided 8 students in building business plans for startup ideas; 1 student received $12K grant from college incubator

    • Cfa institute

      2015 - 2016
      Cfa level ii cleared finance, general
    • The institute of chartered accountants of india

      2013 - 2017
      Master's degree ca final

      Cleared all 3 levels in 1st attempt.Scored 60+ in 5 out of 8 subjects in CA Final.

    • Narsee monjee college of commerce and economics

      2011 - 2013
      High school business/commerce, general a

      Activities and Societies: Actively participated throughout college years in various intra & inter college events. Took part in organizing and managing the college fest "Umang".

    • Unc kenan-flagler business school

      2024 - 2026
      Master of business administration - mba
    • Narsee monjee college of commerce and economics

      2013 - 2016
      Bachelor of commerce - bcom accounting and finance a

      Activities and Societies: President at Economics Club - Hosted ‘Mock Stock Trading’ event for 300+ students; presented on India’s $200B budget in front of 200+ students

    • Dr. s. radhakrishnan vidyalaya

      1999 - 2011

      Activities and Societies: Represented school at National & State level Roller Hockey championships. 1st rank in school with 98.73% in SSC.

  • Experience

    • Cnk & associates llp

      Oct 2014 - Nov 2017
      Intern - audit & assurance

      Led several teams of article assistants under different assignments which enhanced my experience in planning the assignments and guiding my juniors. Participated in audit discussions with the Top Management and was entrusted to work on assignments single-handedly on multiple occasions. Handled some of the major clients of the firm while working under strict regulatory/internal deadlines, and yet produced an efficient outcome, which was highly appreciated by both seniors and the signing Partner.Key assignments handled by me included - Statutory audit, Tax audit, Consultancy assignment for 1st-time adoption of IND AS, Transfer Pricing audit and Internal Audit. Show less

    • Anand rathi financial services limited

      Jan 2018 - Jan 2019
      Analyst - investment banking

      Helped large corporates across industries like Chemicals, Consumer Durables and Infra in raising funds through the capital markets. Successfully led multiple transactions worth over INR 1,500 Cr. Efficiently coordinated with other investment bankers, legal counsel, chartered accountants and other intermediaries on the transaction. Successfully liaised and negotiated with stock exchanges and SEBI on important matters relating to client’s fund-raising transactions.

    • Synerbridge investancy

      Jan 2019 - Apr 2024
      Co-founder & partner

      Enabling Small & Medium Enterprises (SMEs) across the globe to scale their businesses

    • Pwc india

      May 2024 - Jul 2024
      Management consultant (strategy) - automotive

      Pre-MBA internship with the Management Consulting team (Automotive practice)

  • Licenses & Certifications

    • Lean six sigma green belt certification

      Kpmg india
      May 2024
    • Bcg - introduction to strategy consulting job simulation

      Forage
      Jan 2024
      View certificate certificate
  • Volunteer Experience

    • Community Volunteer

      Issued by Indian Development Foundation on May 2014
      Indian Development FoundationAssociated with Bhavik Shah