Burhanuddin Daginawala
Mumbai
Summary
Dynamic financial professional with extensive experience at TresVista Financial Services, excelling in investment analysis, research, and due diligence. Recognized for leading teams and achieving top performance, leveraging strong problem-solving skills and proficiency in financial modeling to drive successful deal execution and client satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Associate
TresVista Financial Services
Mumbai
06.2022 - Current
- Managed end-to-end deal execution, ensuring smooth communication and error-free deliverables from NDA execution to due diligence, and deal closure.
- Conducted comprehensive financial due diligence, portfolio valuations, and investor relations activities
- Prepared Confidential Information Memorandums (CIM), financial models, company profiles, and industry research reports
- Analyzed public and precedent transaction comparables to support deal-related decisions
- Maintained and updated Investment Committee (IC) memo decks, and summarized data books for client presentations
- Proficient in the use of financial databases including Refinitiv Eikon, Salesforce, DealCloud, FactSet, and Preqin
- Led and mentored a team of analysts, acting as the primary point of contact (POC) for clients that include Investment Banks, Private Equity firms, and Family Offices
Senior Financial Planner
Fintoo Financial Services
Mumbai
04.2021 - 06.2022
- Developed and restructured investment portfolios for High Net-Worth Individuals (HNIs), performing in-depth analysis to ensure optimal asset allocation aligned with client goals and risk profiles
- Conducted quarterly portfolio reviews with clients to assess performance and recommend adjustments based on market conditions, and evolving objectives
- Provided comprehensive financial services, including financial planning, retirement planning, tax planning, and wealth management
- Recognized as the top performer for two consecutive quarters in FY 2021, and awarded for achieving the highest sales in that financial year
Equity Research Analyst
Motilal Oswal Securities Ltd.
Mumbai
07.2017 - 02.2019
- Major responsibility included new client acquisition through personal contacts, referrals and leads provided by the company
- Conducting equity research and providing stock and mutual fund recommendations to the client to maximize the returns
- Skills that developed includes equity research, analyzing financial statements, portfolio management, trading derivatives and being the only POC with the client
Summer Intern
Motilal Oswal Securities Ltd.
Mumbai
04.2017 - 05.2017
- Learning and driving financial sales of the company by opening new demat accounts and providing them with stock and mutual fund recommendations
- Reading and summarizing equity research reports provided by the Motilal Oswal team
Education
PGDM - Finance
N L Dalmia Institute of Management Studies and Research
Mumbai03.2021
M.Com - Accounting and Finance
University of Mumbai
Mumbai12.2020
Bachelor's of Management Study -
Nagindas Khandwala College
Mumbai03.2018
Skills
- Strong Soft Skills
- Team Player
- Financial Enthusiast
- Quick Learner
- Problem Solving
- Critical Thinking
- Investment analysis
- Market research
- Proficient in FactSet, Eikon and Preqin
- Financial modeling
- Due diligence
Certification
- Appreciation certificate from J Marathon Advisory Services as best Forex Trader
- Certification in Alternate Investment Management (AIWMI)
- Certification in Bloomberg Marketing Concepts
- Certification of NISM (V-A)
- Certified paramedical and Joint secretary at Saifee Ambulance society
Hobbies and Interests
- Sports - Cricket and Football
- Trekking
- Bike riding
- Networking
- Learning new sports
Projects
An understanding of Alternate Investment funds in India Understanding the concept of Time value of Money- with respect to different Investment avenues Creation of a diversified portfolio of equity stocks by using Markowitz Efficient Frontier Analysis of Financial Statements - Nestle India
Languages
- English
- Hindi
- Gujarati
- Marathi
Academic Proficiency
- PGDM Finance, N L Dalmia Institute of Management Studies and Research, 06/01/19, 03/01/21, Mumbai, Maharashtra, 9.32/10
- M.Com (Accounting and Finance), University of Mumbai, 06/01/19, 12/01/20, Mumbai, Maharashtra, 65.38%
- Bachelor's of Management Study, Nagindas Khandwala College, 06/01/15, 03/01/18, Mumbai, Maharashtra, 72.31%
Timeline
Senior Associate
TresVista Financial Services
06.2022 - Current
Senior Financial Planner
Fintoo Financial Services
04.2021 - 06.2022
Equity Research Analyst
Motilal Oswal Securities Ltd.
07.2017 - 02.2019
Summer Intern
Motilal Oswal Securities Ltd.
04.2017 - 05.2017
PGDM - Finance
N L Dalmia Institute of Management Studies and Research
M.Com - Accounting and Finance
University of Mumbai
Bachelor's of Management Study -
Nagindas Khandwala College
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