ABHISHEK CHAUHAN
Analyst
Delhi
Summary
Finance professional with 2 years of experience in investment analysis, financial modeling, and portfolio management, seeking a role in equity research or investment banking to drive data-driven financial strategies.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
Work History
Relationship Manager
Master Trust Capital
09.2022 - 12.2022
- Managed investment portfolios exceeding ₹10 Cr, implementing performance tracking systems and risk mitigation strategies to optimize returns and ensure capital preservation.
- Conducted comprehensive risk-return analysis across asset classes, identifying opportunities for enhanced yield while maintaining investor risk profiles.
- Provided tailored investment advice on equity, debt instruments, and mutual funds based on market trends, client objectives, and risk appetite.
- Developed financial models and forecasting tools to support strategic asset allocation and guide long-term investment planning.
- Assisted in private equity research and deal screening, evaluating business models, financial health, and industry positioning of prospective investment targets.
Financial Advisor
Elite Wealth Ltd.
01.2021 - 08.2022
- Designed customized investment plans by leveraging fundamental and technical equity research, aligning recommendations with individual client goals and market outlooks.
- Performed in-depth financial analysis and investor risk profiling to ensure optimal asset allocation and adherence to client-specific financial objectives.
- Built financial models to analyze market sensitivity and simulate asset return scenarios, aiding in strategic investment decision-making.
- Ensured full compliance with SEBI regulations, implementing best practices in documentation, disclosure, and client communication to maintain regulatory standards.
- Conducted detailed sectoral research and market trend analysis to identify long-term investment opportunities and deliver forward-looking insights to clients.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Education
Post Graduate Diploma - Business Management (Finance)
Fanshawe College
London, Ontario 01.2023 - 12.2024
Bachelor of Business Management -
Guru Gobind Singh Indraprastha University
New Delhi, India 08.2018 - 05.2021
Skills
- Financial Modeling
- Equity Research & Valuation
- Presentation Skills
- Design Thinking
- Advance excel & Bloomberg
- Problem Solving
- Advance excel & Bloomberg
- Problem Solving
CERTIFICATION
Certification Program on Investment Banking by The Wall Street School
- Performed Company Valuations utilizing
- Markets Approach (Relative Valuation – Trading Comps & Deal Comps).
- Income Approach (Future Cash Flows - Discounted Cash Flows).
- Comfortable with private and public company valuations.
- Built fully-integrated financial statements projection models including ability to run sensitivities within models.
- Worked on company profiles, sector analysis, competitive benchmarking, industry analysis etc.
Extracurricular Activities
Organized blood donation drives and awareness campaigns on campus. Led fundraising events supporting local orphanages and NGOs. Represented college in inter-college business and case study competitions.
Timeline
Post Graduate Diploma - Business Management (Finance)
Fanshawe College
01.2023 - 12.2024
Relationship Manager
Master Trust Capital
09.2022 - 12.2022
Financial Advisor
Elite Wealth Ltd.
01.2021 - 08.2022
Bachelor of Business Management -
Guru Gobind Singh Indraprastha University
08.2018 - 05.2021
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