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Sona Patidar

Sona Patidar

Financial consultant

Followers of Sona Patidar321 followers
location of Sona PatidarNoida, Uttar Pradesh, India

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  • Timeline

  • About me

    Researcher & Financial Analyst by profession and Yoga practitioner by passion Keen towards any new learning opportunity

  • Education

    • CFA Institute

      -
      Chartered Financial Analyst Banking, Corporate, Finance, and Securities Law

      Pursuing CFA Level 2

    • NSE Certification in Financial Markets

      2017 - 2017
      Certification financial modelling 85%

      Learned advanced excel and application of various financial model for forecasting financial data of actual companies. Gained knowledge of various valuation models and their application to value intrinsic value of shares of companies.

    • The Institute of Chartered Accountants of India

      2009 - 2016
      Professional Course Accounting and Finance IPCC Cleared

      Gained in-depth knowledge of accounting, financial management, corporate taxation and auditing. Three years of practical training under a practicing chartered accountant. Under the training, learnt application of taxation laws and prepared and audited financial statements of listed as well as non-listed companies.

    • Devi Ahilya Vishwavidyalaya, Indore

      2009 - 2012
      Bachelor of Commerce - BCom Accounting and Business/Management

  • Experience

    • Freelance

      Jun 2016 - Jan 2018
      Financial consultant

      Providing financial consultancy, report writing, academic research services to individual clients

    • Digiversal Consultants Pvt Ltd

      Feb 2018 - Jan 2019
      Senior Research Associate

      1. Conducted financial research, financial analysis, financial modelling and valuation of various companies, thereby providing investment recommendation report for the clients. 2. Conducted market and industry research to prepare prepared strategic report as per the requirement of the client.3. Prepared reports for implications of Financial Reporting Standards on Financial Reports including application of IFRS, AASB, US GAAPs and Ind-AS3. Worked closely with top management for strategic decision making, website development and lead generation. Show less

    • Freelance

      Jan 2019 - Oct 2019
      Financial Consultant

      Generate leads through various portals and conduct research and analysis to provide requisite consultancy to clients.

    • Barclays

      Oct 2019 - now

      • Assistant Manager

        Feb 2022 - now

      • Senior Research Analyst

        Oct 2019 - Feb 2022

  • Licenses & Certifications

    • Data-Driven Decision-Making for Business Professionals

      LinkedIn
      Mar 2021
      View certificate certificate