Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Dishant Dalvi

Dishant Dalvi

Chartered Accountant
Mumbai

Summary

I'm on a quest to explore and understand financial markets, so as to apply my learnings to better serve the clientele, by enhancing their financial well-being. With my skillset garnered throughout my journey of CA and CFA, I want to assist organization in their never-ending quest to serve the people by helping them navigate vast seas of financial markets.

Overview

3
3
years of professional experience
21
21
years of post-secondary education
3
3
Languages

Work History

Articled Assistant

M.P. Chitale & Co
Mumbai
02.2019 - 02.2022


  • Analysed financial data of companies including notes to accounts of companies sized from Rs. 2,500 crores to Rs. 35,000+ crores.
  • Instituted an Analysis and Scrutiny checklist regarding the investment function of a newly acquired client in the life insurance business.
  • Lead revenue correction of Rs. 50 crores at client we were working with by scrutinizing income statement and BRS.
  • Prevented revenue leak of Rs. 4+ crores from interest on policy loans, by analysing live core system data and test data.
  • Influenced implementation of the desired premium allocation process between equity and debt in 700+ ULIP policies worth Rs. 12+ crores, by consulting client on existing system discrepancies.
  • Consulted client on refund of unclaimed funds resulting in disbursal of more than Rs. 2 crores to policyholders.
  • Executed assignment assuring accuracy, appropriate allocation, and valuation of line items of financial statements in a de-merger scenario.
  • Worked as a team member of the internal audit team adding value to the client’s organisation by paying attention to details and identifying process gaps, recommending improvements to bridge those gaps, and ensuring smooth implementation of corrective actions taken.

Education

Chartered Accountant -

Institute of Chartered Accountants of India
06.2017 - 07.2023

CFA Level 1 -

Chartered Financial Analyst Institute
Virginia, USA
02.2021 - 02.2021

B.com -

Mumbai University
06.2017 - 10.2020

HSC Exam -

HSC Board
06.2015 - 06.2017

SSC Exam -

SSC Board
06.2005 - 06.2015

Skills

    Equity Valuation

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Accomplishments

  • Through my learnings in CFA level 1 and level 2, I have developed an academic understanding with regards to Equity/Enterprise Valuation using the Discounted Cash-flow model, Residual Income Valuation, Market Based Valuation (Price/Enterprise value multiples); Option Pricing using the BSM Model, Fixed Income Valuation, Portfolio Management
  • Trained new colleagues and guided them during the initial phase of 3 months
  • Presented in front of large and powerful audiences including the CFO, and COO at the report finalisation stage, including detailed analysis and examination of issues existing issues and recommendations for the unresolved issues from previous audits
  • Extracurricular Activities and Other Achievements
  • Held CSM (Company Sergeant Major) rank in National Cadet Core, and led a contingent of 50+ cadets during the Shivaji Trail Trek camp
  • Captained the school’s kabaddi team while representing at inter-school and district levels
  • Gold medalist in amateur boxing at inter-school, division level
  • Gold/Silver medalist in international ‘Jeet Kune Do’ competitions.

Timeline

CFA Level 1 -

Chartered Financial Analyst Institute
02.2021 - 02.2021

Articled Assistant

M.P. Chitale & Co
02.2019 - 02.2022

Chartered Accountant -

Institute of Chartered Accountants of India
06.2017 - 07.2023

B.com -

Mumbai University
06.2017 - 10.2020

HSC Exam -

HSC Board
06.2015 - 06.2017

SSC Exam -

SSC Board
06.2005 - 06.2015
Dishant DalviChartered Accountant