Mallika Ladi
Mumbai
Summary
Experienced financial specialist with excellent analytical skills and results driven attitude. Self-motivated and dedicated professional with great academic and professional experience in accounting,statistical analysis, budgeting, industry research, fund raising and facilitate executive-level decision making.
Overview
12
12
years of professional experience
Work History
Research Analyst-Investor Relations
National Investment and Infrastructure Fund (NIIF)
Mumbai
2023.11 - Current
- Lead and supported the preparation of all the notes, emails and presentations required for making the pitch to new investors.
- Supported in executing investor questionnaire and due diligences. Facilitating Quarterly Investor calls
- Support in planning and executing all activities relating to roundtables.
- Planned and executed roadshows for global investors. Executed in-person investor meeting and for all the activities/ follow-ups post roadshows conducted.
- Conducting in-depth research of new investors. Drafting the FAQs and maintaining the investor tracker for fund raising purposes.
Executive- Investor Relations
Prachetas Capital Pvt Ltd
2022.03 - 2023.10
- Conducting research on the Private Equity themes, Private Equity funds, potential global Private Equity investors and Reports.
- Possess expertise in developing and implementing strategies; Handling electronic data room, social media and website of company.
- Instrumental in creating and delivering all investor relations materials, including pitchdecks, investor presentations in accordance with the SEBI rules and regulations.
- Maintaining monthly investor data; Participating in fund-raising and business development activities; Conducting review meetings post due-diligence ;Attending board meetings of the company.
CS Intern
M/s Amit Jain and Associates, Company Secretaries, Mumbai
2017.07 - 2018.10
- Drafting of Resolutions, Notices; Preparation of Directors Report and Updating of Statutory Registers
Accounts Manager
Anu & Anu Enterprises,Mumbai
2015.06 - 2017.06
- Instrumental in compiling and analyzing data, preparing financial statements and reports; Diminished financial discrepancies, accurately reconciliation of accounts, and strengthened audit control practices; Completed in-depth analysis of business operations, liased with auditors to complete annual audits.
CA Intern
M/s M.G. Trivedi & Associates, Chartered Accountants., Mumbai
2012.02 - 2015.02
- Finalisation of Financial Statements including notes to accounts of Individuals, Partnership Firms and Companies; Conducted audits; Helped strengthening the Internal checks/controls and prevention and detection of frauds and errors; Filing of Tax Returns and assisting in scrutiny notices.
Education
Post Graduate Certificate Programme in Financial Technologies( FinTech) -
IIM Nagpur
2024-08
SAP-FICO Programme - Finance
SAP Germany And NMIMS, Mumbai
2018-11
Bachelors of Commerce(B.Com) -
Narsee Monjee College of Commerce And Economics
2011-03
CS Executive -
Institute of Company Secretaries of India
CA-IPCC -
Institute of Chartered Accountants of India
Skills
- Asset Management
- Competitive Benchmarking
- Market Analysis
- Strategic Management
- Financial Accounting
- Relationship Building
- Excellent Communication skills
Accomplishments
- Co-authored a book " Digitalization of Business Processes- A Systems Approach"- January 2022
- Awarded" India's 100 under 40- 2022", "Women Face of the Year -2023 " by Fox Story India.
Interests
Music, Baking, Badminton, Healing modalities and Travelling
Timeline
Research Analyst-Investor Relations
National Investment and Infrastructure Fund (NIIF)
2023.11 - Current
Executive- Investor Relations
Prachetas Capital Pvt Ltd
2022.03 - 2023.10
CS Intern
M/s Amit Jain and Associates, Company Secretaries, Mumbai
2017.07 - 2018.10
Accounts Manager
Anu & Anu Enterprises,Mumbai
2015.06 - 2017.06
CA Intern
M/s M.G. Trivedi & Associates, Chartered Accountants., Mumbai
2012.02 - 2015.02
Post Graduate Certificate Programme in Financial Technologies( FinTech) -
IIM Nagpur
SAP-FICO Programme - Finance
SAP Germany And NMIMS, Mumbai
Bachelors of Commerce(B.Com) -
Narsee Monjee College of Commerce And Economics
CS Executive -
Institute of Company Secretaries of India
CA-IPCC -
Institute of Chartered Accountants of India
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