Parth Bhatia

Parth Bhatia

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location of Parth BhatiaNew Delhi, Delhi, India

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  • Timeline

  • About me

    Ernst & Young (EY) | SailThru Ventures | CA Intermediate | Nivesh - The FIC | KMV~DU'25

  • Education

    • Jesus Mary Joseph Sr. Sec. School

      2007 - 2022
      High School Business/Commerce, General AISSE - 95.5%

      Activities and Societies: Vice Head Boy (2020-21) Vice Captain Emerald House (2018-19) Actively planned , hosted and managed various school events , functions and activities.

    • The Institute of Chartered Accountants of India

      2022 - 2027
      Chartered Accountant Accounting and Finance

      CA Foundation:- 272/400

    • Keshav Mahavidyalaya - Delhi University

      2022 - 2025
      Bachelor of Commerce - BCom ( Hons.) Accounting and Finance
  • Experience

    • Nivesh – The Finance & Investment Cell, KMV

      Dec 2022 - now

      • Managing a team of 70+ people in the organization.• Conducted and hosted various financial simulation events based on outcry, mock stock and bidding etc.• Leading and managing various in-house teams such as Valuation Teams, Equity Research Teams, Live Projects Teams and Public Relations Team. • Headed the one of the two-organizing teams at Arthvyawastha 2023, annual finance convention of Keshav Mahavidyalaya having a footfall of 200+ people.• Presented and learnt about various financial concepts such as Structured Finance Products, Investment Banking, Valuations etc. and consulting frameworks such as BCG Matrix, Porter 5’ Forces etc.

      • Senior Executive

        May 2023 - now
      • Member

        Dec 2022 - May 2023
    • Consortium.tcc

      Jan 2023 - Jun 2023
      Junior Consultant
    • SailThru Ventures

      Jan 2024 - Feb 2024
      Finance Research Analyst

      • Researched and analysed about various categories of mutual funds such as large-cap funds, flexi-cap funds, balanced advantage funds etc.• Ranked the top 5 funds of each category and prepared an analysis report stating the criteria and basis of rankings.• Used various comparison metrics such as Sharpe Ratio, Sortino Ratio, Expense Ratios, Risk & ReturnsTradeoff, Rolling Returns analysis etc.• Fundamentally analysed all the major holdings of the top 5 mutual funds of all the categories. Show less

    • EY

      May 2024 - now
      Summer Intern

      Financial Accounting Advisory Services (FAAS).

  • Licenses & Certifications

    • Stock Market Basics

      Varsity By Zerodha®
      Apr 2021
    • Technical Analysis

      Varsity By Zerodha®
      Dec 2022
    • Fundamental Analysis

      Varsity By Zerodha®
      Jun 2023
    • Reading Financial Statements

      Corporate Finance Institute® (CFI)
      Oct 2022
      View certificate certificate
  • Honors & Awards

    • Awarded to Parth Bhatia
      Class Topper (12th CBSE) Jesus Mary Joseph Sr. Sec. School Class Topper in Commerce division and highest scorer in Economics and Physical Education.