Summary
Overview
Work History
Education
Skills
Positions of Responsibility
Certification
Additional Information
Interests
Projects
Timeline
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Abhishek Punjani

Student
Mumbai,MH

Summary

Perseverant & Multi-talented individual with Leadership experience in the field of corporate and personal finance holistically. Excellent reputation for resolving problems and driving organizational growth in past roles. Looking to hone my skills and develop into a more complete, rounded individual through a masters degree in business.

Overview

3
3
Languages
9
9
Certifications
16
16
years of post-secondary education
7
7
years of professional experience

Work History

Equity Analyst Intern

Ganlax Investments, UK
10.2020 - 03.2021

In charge of equity analysis of various US listed stocks, also tasked with preparing daily and weekly stock market write-ups to capture the pulse of the market.

Financial Planner

Fiverr International Limited
Mumbai, Maharashtra
01.2020 - Current
  • Currently one of the top freelance financial planners on Fiverr with an average of full 5 star ratings from multiple clients all across the world such as UK, USA, Singapore, India.

Financial Analyst & Team Lead

Talent Corner HR Services Pvt Ltd
Mumbai, Maharashtra
04.2020 - 05.2020
  • Tasked with analysing the financials of companies in particular industries to observe trends and forecast future of companies and their hiring pattern.
  • As incharge of15 interns in the same profile, I made sure all of them exceeded their targets by at least 120%.
  • I personally exceeded the target set for me by more than 160%.

Social Work Intern

Spherule
Pune
08.2019 - 01.2020
  • Spherule, Pune, Maharashtra Part of the Education Department of Spherule, responsible for imparting entrepreneurial ideas to help the less privileged students of the society.

Digital Marketing Trainee

Laugh Out Loud Ventures
Mumbai, Maharashtra
09.2019 - 09.2019
  • Role included handling digital marketing of the company through different social media channels, learnt about different SEO metrics through the tenure.

Social Work Volunteer

Bharat Scouts & Guides
Mumbai, Maharashtra
01.2007 - 01.2012
  • Part of the Bharat Scouts group which is involved in social work in different realms.
  • Positions of Responsibility.
  • Head of Investment Board - Symbiosis Centre for Management Studies, Pune (June 2020-Ongoing) - I am responsible for handling the board and increasing awareness about the subject of investment in the college, while simultaneously preparing reports, write-ups related to the field and helping my team members.

Education

BBA - Accounts & Finance And Marketing

Symbiosis Centre For Management Studies
Pune
06.2018 - Current

HSC 12th - Science

K.C. College
Mumbai
06.2016 - 06.2018

ICSE 10th - Science

St Peters School
Mumbai
01.2005 - 04.2016

Skills

    Investment Analysis

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Positions of Responsibility

Head of Investment Board - (June 2020-Ongoing) - As the head, I am tasked with the responsibility of handling the board and increasing awareness about the subject of investment in the college, while simultaneously preparing reports, write-ups related to the field and assist other members.

Core Committee Member (Sympulse) - (August 2018-January 2019) - This role included cold calling, emailing and other forms of communication to generate leads for the college fest. Learnt about outbound sales and about closing deals through this position.

Certification

Investment Analysis & Portfolio Management (NCFM)

Additional Information

  • Other CFA Level 1 Candidate

Interests

Equity Markets

Badminton

Projects

Financial Analysis Project - The project involved analysing the books of PVR Ltd and interpreting the financials of the company.

IPO Analysis (Astron Paper & Board Mills) - The project was related to SEBI guidelines on IPO as well as trying to find the underlying reasons for massive oversubscription of this particular IPO

Paper Published - 'Determinants of Financial Literacy & Knowledge, Socioeconomic, Attitudinal and Geographical Factors: Evidence from India.' in International Journal for Research in Engineering Application & Management (IJREAM)

Timeline

Equity Analyst Intern

Ganlax Investments, UK
10.2020 - 03.2021

Financial Analyst & Team Lead

Talent Corner HR Services Pvt Ltd
04.2020 - 05.2020

Financial Planner

Fiverr International Limited
01.2020 - Current

Digital Marketing Trainee

Laugh Out Loud Ventures
09.2019 - 09.2019

Social Work Intern

Spherule
08.2019 - 01.2020

BBA - Accounts & Finance And Marketing

Symbiosis Centre For Management Studies
06.2018 - Current

HSC 12th - Science

K.C. College
06.2016 - 06.2018

Social Work Volunteer

Bharat Scouts & Guides
01.2007 - 01.2012

ICSE 10th - Science

St Peters School
01.2005 - 04.2016
Abhishek PunjaniStudent