Anubhav garg

• As a part of this role, we are required to analyze small businesses with exposures up to $5MM, with a focus on their credit needs, such as working capital lines of credit, land purchases for business, standby letters of credit, equipment loans, construction loans, commercial cards, etc.
• I have worked across different industries, such as manufacturing, healthcare, contracting, retail, education, IT etc.
• I have analyzed 170 different loan requests, with an overall concurrence rate of 91% and a critical error rate of 0.13%.

Roles and Responsibilities

• Valuation of a company using Net Asset Value, DCF, and Market Approach (Relative) valuation methods.
• Audited Debtors' Ageing Report using Focus 9 ERP software.
• Awarded with Appreciation Letter for Exemplary Performance during the internship period.

Roles and Responsibilities

• I learned the fundamentals and technical analysis, attending the market sessions.
• Learned portfolio and wealth management, and implemented my knowledge to acquire clients.
• Served and managed the AUM of five clients, with a total portfolio value of 15 lakhs.
• Learned from basic to in-depth market research, learned and implemented.