Lakshay Bhatia

Lakshay Bhatia

Investment and research analysis intern

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location of Lakshay BhatiaWest Delhi, Delhi, India

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  • Timeline

  • About me

    Senior Valuation Analyst

  • Education

    • New Delhi Institute Of Management

      2019 - 2021
      PGDM Finance, General
    • Trinity Institute of Professional Studies (TIPS,Dwarka)

      2014 - 2017
      Bachelor of Commerce - BCom(hons) Business/Commerce, General
    • New Delhi Institute Of Management

      2019 - 2021
      PGDM Finance and business analytics

      Activities and Societies: part of incubation centre.

  • Experience

    • Future Generali India Life Insurance

      Jun 2020 - Aug 2020
      Investment and research analysis intern
    • MedTourEasy

      Oct 2020 - Nov 2020
      Research Intern
    • The Sparks Foundation

      Oct 2020 - Nov 2020
      Data science and Business Analytics
    • CoursesMojo Academy

      Oct 2020 - Nov 2020
      Financial modelling and Valuations

      Worked on :- Financial Modelling / Valuations / Accretion Dilution Model / Advance Excel (VBA Macros)

    • Synergy Analytics

      Feb 2021 - Aug 2021
      Financial Analyst

      Responsible for the analysis of financials, generating and analysing of researchinformation, and preparation of company profiles.• Valuation analysis through income method and Relative Valuation Analysis.• Undertake research projects at the Industry or Macro level.• Build new and update existing company models including building forecastingfuture financials.• Perform company research including benchmarking companies on various financialand operating parameters

    • Deloitte

      Nov 2021 - Dec 2022
      Tax Consultant
    • Knowcraft Analytics

      Dec 2022 - now
      Senior Valuation Analyst

      Prepare option pricing model for entities having different classes of capital. Allocated the equity value to different classes of capital using black scholes option pricing. Identified breakpoints after analyzing various economic rights and preferences.Performed and reviewed valuations for various employee stock ownerships plans under department of Labour, US.Calculated and applied discount for lackOf control and discount for lack of marketability. Involved in valuation of stock appreciation rights and warrants using black scholes option pricing model. Performed and reviewed various purchase price allocations under ASC 805 involving valuations of intangibles such as trade names, developed technology, customer relationships, non- compete agreements, assembled workforce etc. Show less

  • Licenses & Certifications

    • Certified Financial Risk Management

      Vskills - India's Largest Certification Body
      Jun 2020
    • Certified foreign exchange professional

      Vskills - India's Largest Certification Body
      Apr 2020
    • Statistics / data analysis in SPSS

      Udemy
      Apr 2020
      View certificate certificate
    • Associate financial planner in retirement planning and employee benefits

      FPSB Ltd. - India
      Mar 2018
    • Fundamental analysis

      National Stock Exchange of India Limited
      Mar 2020
    • Investment analysis and portfolio management

      National Stock Exchange of India Limited
      Jan 2020
    • Financial markets

      National Stock Exchange of India Limited
      Dec 2019
    • Artificial Intelligence : Neural Networks

      LinkedIn
      Jun 2020
    • Certified Market Professional

      National Stock Exchange of India Limited
      Jul 2020