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Akhilesh Shukla

Akhilesh Shukla

Article assitant

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location of Akhilesh ShuklaBengaluru, Karnataka, India

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  • Timeline

  • About me

    Solving the Value Equation!! Ex JPMC || Ex Stanc || Ex - Axis Bank||

  • Education

    • CFA Institute

      -
      Passed CFA Level 1 portfolio management

    • Jawahar navodaya vidyalaya

      2006 - 2013
      SSC & HSC

      Activities and Societies: Class Topper, Chess Team Leader, House Captain

    • Savitribai Phule Pune University

      2014 - 2017
      Bachelor of Commerce (B.Com.) Accounting and Finance I Class

    • The Institute of Chartered Accountants of India

      -
      Chartered accountant

  • Experience

    • Patil Ranadive & associates

      Sept 2014 - Sept 2017
      Article assitant

      • Handled statutory, internal and tax audits of various organizations from banking, manufacturing and information technology sectors.• Supervising accounts team and assisting them in preparation of full financial statement and notes• Preparation of project report and follow up with banks for financial assistance• Preparation and filing of Income-tax, Vat, Service tax and TDS returns

    • ICICI Lombard

      Sept 2018 - Apr 2019
      Underwriter

      • Analyzing insurance proposal and risk engineers report to assess background information of the risk involved• Calculating the risk matrix and expected premium organization should pay for insurance• Ensuring that premium is competitive and the account remains profitable• Visiting and liaising with existing and potential broker/client and sharing quotes• Analyzing the agent’s portfolio on risk and revenue terms, taking calls based on data• Suggesting modification and addition of conditions and negotiating the same with the client while writing policies Show less

    • SG Analytics

      Jul 2019 - Nov 2019
      Equity research consultant

      • Extensive report-writing including company profiles, earning notes, quarterly updates, initiating coverage reports, Theme-based reports, etc.• Preparation of one-page investment thesis and SWOT analysis for stocks from various sectors (majorly: Financial services, Communication services) by reading annual reports, industry primers, and other relevant information• Collection of financial data using on-line and other data sources such as Bloomberg and Reuters• Identifying aggressiveness of accounting practices and doing ratio analysis for comparison purpose• Handling ad-hoc research requests as per client requirements• Assisted lead analyst in building financial models and making projections to do valuations Show less

    • Axis Bank

      Jan 2020 - May 2022
      Credit Analyst

    • Standard Chartered

      Apr 2022 - Jun 2023
      Credit Analyst

    • JPMorganChase

      Jun 2023 - Jan 2024
      Associate

    • Axis Bank

      Apr 2024 - now
      Strategy and new initiatives

  • Licenses & Certifications

    • Chartered Accountant

      Institute of Chartered Accountants of India
      May 2018