Kushal Saraogi
Dahisar, Mumbai
Summary
Throughout my academic journey and professional experiences, I have gained a deep understanding of capital markets, refining my skills in financial analysis, trading strategies, portfolio management, and market research. I am passionate about building a successful career in the capital markets industry.
Overview
4
4
years of professional experience
Work History
ESG Analyst Intern
RSM Astute Consultancy
04.2024 - 07.2024
- Conducted BRSR analysis of the top 250 companies, developed the BRSR Manual, and created SOPs for clients.
- Mapped BRSR indicators to GRI, Ecovadis, CDP, TCFD, and SASB standards.
- Analysis of the top 250 Indian companies on ESG data.
- Created a model for analyzing a company's responsible financing, taking the top 250 companies as a sample.
Assistant Manager
Highlife Healthcare
04.2022 - 07.2023
- Filed GST and income tax returns, ensuring compliance, accuracy, and timely financial reporting.
- Supervised partner portfolios, providing strategic investment advice, and optimizing financial returns.
- Directed financial operations, bill discounting, and coordinated with institutions to optimize cash flow.
- Led a 7-member team, driving efficiency, productivity, and cross-functional collaboration.
Account Assistant
Sunlife
03.2021 - 04.2022
- Oversee daily accounting, finance, and payroll for seamless operations.
- Managed petty cash and bank reconciliations, and supported timely account finalizations.
- Coordinated with clients on receivables and payables to optimize financial management.
Account Assistant
Chetan S Tak & Co.
11.2020 - 03.2021
- Reconciled and filed monthly GST returns, ensuring compliance and operational efficiency.
- Maintained client books, fostering clear communication, and streamlined coordination.
- Handled bank reconciliation statements, ensuring financial clarity, and accurate reporting.
Education
PGDM -
N. L. Dalmia Institute of Management Studies & Research
true03-2025
Bachelor in Commerce -
Thakur College of Science & Commerce
01.2022
Class XII -
Thakur College of Science & Commerce
01.2019
Class X -
Poorna Prajna High School
01.2017
Skills
- Analytical and problem-solving skills
- Strong communication
- Stakeholder Management Abilities
- Knowledge of financial markets
- Risk Analysis and Management
- Proficiency in financial analysis
- Ability to deliver results under tight deadlines
- Financial planning
Accomplishments
- Scored 80% in the National Financial Literacy Quiz organized by NISM
- Ranked 12th all over India in the Global Trading Competition organized by Bloomberg, 05/24
Academic Projects
- Performed fundamental analysis of Ultratech Cement using key financial ratios for insights
- Researched and presented a case study on the Subprime Mortgage Crisis
- Bond Valuation and Risk Assessment of MOTILAL OSWAL FINANCIAL SERVICES LIMITED
- Evaluated Germany's stock market performance over the past five years for trends
- Conducted in-depth economic analysis of the railway sector, identifying key growth drivers
Certifications
- Bloomberg certification in Market Concepts, Financial Fundamentals, and ESG for analysis
- Completed Excel Fundamentals and Finance Formulas course from a CFI
- Advanced Excel certification from Max Computer and IT course from MTST
Positions Of Responsibility
- Finance Forum Elected Coordinator, leading a team of 60 members to manage forum operations,
- Led Mulyankan, an annual finance seminar and international B-School paper competition
- Organized various guest sessions, offering valuable insights for finance students
- Managed Nivesh Bazaar formerly Known as Mock Bazaar, a portfolio-building competition
- SPOC of the core team at the Indian Finance Conference
- Volunteer, Robin Hood Army (SPOC of Borivali)
- Volunteer, Scout Guide,
Timeline
ESG Analyst Intern
RSM Astute Consultancy
04.2024 - 07.2024
Assistant Manager
Highlife Healthcare
04.2022 - 07.2023
Account Assistant
Sunlife
03.2021 - 04.2022
Account Assistant
Chetan S Tak & Co.
11.2020 - 03.2021
PGDM -
N. L. Dalmia Institute of Management Studies & Research
Bachelor in Commerce -
Thakur College of Science & Commerce
Class XII -
Thakur College of Science & Commerce
Class X -
Poorna Prajna High School
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