
Timeline
About me
Business Advisor | CFA Level II Candidate | Company Secretary
Education

The institute of company secretaries of india
2013 - 2016Company secretary banking, corporate, finance, and securities lawPassed complete examinations in a single attempt

The wallstreet school
-Investment banking certification financial modelling and valuations• Performed company valuations utilizing markets approach (Relative Valuations – Trade Comps & Deal Comps) and Income Approach (Future cash flows – DCF)• Built Fully integrated financial projection models including ability to run sensitivities within models and worked on company profiles, sector analysis etc.

Indira gandhi national open university
2013 - 2016Bachelor of commerce business/commerce, general
Experience

The institute of company secretaries of india
Mar 2017 - Feb 2018Internship traineeWorked in a team with practicing company secretary in DK Associates Ltd looking after the major compliances of clients. . Worked in the domain of legal compliances.Checked / vetted annual reports, annual filing, drafting of minutes, drafting of resolutions, compliances related to appointment,resignation of director and incorporation of company

Pioneer softeners and chemicals
Sept 2018 - Aug 2019Business advisor• Forecasted quarterly sales and prepared expense budget for 2019.• Reconciled forecasted performance vis-a-vis actual performance and mapped the analysed deviation to identify the underlying causes.• Developed strategic framework to resolve the performance issues• Generated promising leads, identified new business opportunities with ITC and Taj Hotel group and enabled business relationship for future collaborations.

Visible alpha
Aug 2019 - Nov 2019Associate research analyst• Prepared and integrated insightful financial content from sell side analysts working models using a mix of extraction technologies and modelling expertise.• Compared detailed product, segment, financial and operating assumptions versus consensus estimates for every granular line item.
Licenses & Certifications

Investment banking (financial modelling and valuations) certification
The wall street school
Chartered financial analyst level i
Cfa institute
Honors & Awards
- Awarded to Rashi BhallaFormer Harvard College US-India Initiative Delegate Harvard University, Cambridge, Massachusetts Jan 2017 Selected as a Delegate at Harvard College US-India Initiative (HUII) Conference 2017 : Addressed India’s social, economic, developmental and environmental issues.Interacted with emminent personalities like Ms. Arundhati Bhattacharya (Ex-SBI Head), Ms Chanda Kochar (ICICI Bank Head), Mr. Prakash Javadekar (Human Resources Development Minister, Government of India), Mr. Amitabh Bachchan and many more.
- Awarded to Rashi BhallaChairman's Gold Medal - Apr 2013 Academic excellence for 8 consecutive years
Languages
- enEnglish
- hiHindi
- frFrench
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