Dhairya Patel

Dhairya Patel

Finance Management Intern

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location of Dhairya PatelEdmonton, Alberta, Canada

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  • Timeline

  • About me

    User

  • Education

    • Amity University

      2018 - 2021
      Bachelor of Business Administration - BBA
  • Experience

    • Vardhan Consulting Engineers

      Apr 2020 - May 2020
      Finance Management Intern

      Made a detailed report on corporate finance and project finance along with its uses, applications, steps etc. Constructed a financial model on project tittle: Financial Modelling and Analysis of 50 Flats Housing Project s in Gurgaon Haryana IN.

    • Threebond India Private Limited, Gurgaon

      Sept 2020 - Oct 2020
      Financial Analyst Trainee

      Created spreadsheets of daily transactions along with regular updating of records.

    • Finlatics

      Jan 2021 - Apr 2021
      Equity Research Intern (Financial Markets Experience Program)

      In this program I had to create and manage virtual portfolio of stocks listed on BSE500 with price movements on real time basis in accordance with BSE indices. Along with making wide-ranging research reports on Companies

    • Patel Finserv

      Jul 2021 - now
      Mutual Fund Distributor

      Determined possible investment opportunities that could benefit people. Created Excel spreadsheets for financial data that could be used to forecast market trends. Suggested investment strategies to clients based on their fixed income and risk profile.

    • Finlatics

      Jul 2021 - Aug 2021
      Investment Banking Analyst (Investment Banking Experience Program)

      The Investment Banking Analyst role was aimed at presenting project reports on Founder Profiling, Customer Lifetime Value & Customer Acquisition Cost based Modelling, Setting up of a Private Equity Fund and Analyzing Exit Strategies of PE (Private Equity) Funds.

    • SandMartin - Outsourcing Experts

      May 2022 - Nov 2023
      Senior portfolio and Treasury Executive

      Contributed in formulating investment strategies for the Family Office Portfolio, encompassing Equity, Fixed Income instruments, Mutual Funds, PMSs, and Structured/Alternate Investments. Manage Treasury functions, involving foreigncurrency hedging.

  • Licenses & Certifications

    • NISM VA - Mutual Fund Distributor

      National Institute of Securities Markets (NISM)
      Jul 2021
      View certificate certificate
    • Finance & Quantitative Modeling for Analysts

      Wharton Online
      May 2020
      View certificate certificate
    • Private Equity and Venture Capital

      Università Bocconi
      Jul 2020
      View certificate certificate