Shruti Thakkar

1. Review the current valuation process pro-actively and propose initiatives to improve efficiencies.

2. Understand the client's ESOP Policy, carry out the Fair valuation of the options granted using the complex option pricing models like Black Scholes Merton Model and Lattice Model (binomial Option pricing Model)

3. Assisting the companies / clients in Accounting and disclosures for Employee Share based benefits as required under relevant accounting Standard.

4. Reviewing the forecasted financials as provided by the Companies for the purpose of Equity valuation by performing ratio Analysis and understanding the Company & its Industry.

5. Computation of Fair Market Value for unlisted companies (as required under various regulations) using DCF Approach and Relative Valuation Approach.

6. Provide explanations of valuation movements and process.

1. Conducting lectures (full-time) for Financial and Capital Market related courses like ACCA (Association of Chartered Certified Accountants) and NCCMP (NSE Certified Capital Market Profession) and other Finance related certifications at Institute.

2. Managing and organizing activities and interactive sessions for the class and engaging them in career building activities.

3. Conducting in-house seminars on various topics like Introduction to Capital Market and various asset classes.

4. Planning the yearly calender and in charge of entire activities and lectures at Department.

5. Reviewing the overall department process and quality control checks.

1. Experience in independent Review of Fund Factsheets, Portfolio Performance and MIS Reports of Life Insurance Companies and Mutual Funds by computing Risk Adjusted Returns such as Alpha, Beta, Sharpe Ratio, Sortino Ratio, Variance and Portfolio Standard Deviation, Information Ratio, Tracking Error, Portfolio Performance (CAGR), Portfolio Yield, Duration, Modified Duration for Independent review.

2. Experience in Concurrent Audit of Investment functions of Insurance companies.

3. Experience in Internal Audit / Quality Assurance (QA) audits of Mutual Funds.

4. Experience in Internal Audits of PMS/ SMA Client

5. Review of Investment Risk Management Systems and Process for Insurance Companies and Mutual Funds.

6. Investment deal data control testing and Portfolio Reconciliation.

7. Compliance to SEBI and SID Investment Restrictions for Mutual Fund Portfolio Investments.

8. Review of Fund Accounting Activities and R & T Activities at Mutual Fund and Insurance Companies.

9. Assisted the team of Senior Partners of the firm in executing SEBI inspection of reputed Mutual Fund House.