Dhairya Patel

Experience

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  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.

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  Threebond India Private Limited, Gurgaon

  Sept 2020 - Oct 2020

  Financial Analyst Trainee

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

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  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

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  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.

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  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.

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  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.