PALAK KIKAVAT
CFA Level 2 cleared
Summary
I hold a strong analytical foundation, having cleared CFA Level II, and equipped with in-depth knowledge of equity valuation. Eager to gain hands-on experience in corporate finance and transaction advisory roles, with a keen interest in business valuation, and strategic financial planning.
Overview
1
1
year of professional experience
10112
10112
years of post-secondary education
Work History
Intern, Valuations
KNAV Advisory Private Limited
11.2022 - 07.2023
- Assisted in business valuations across industries spanning geographies like India and the USA. Assisted in developing financial models and cash flow forecasts using methodologies including DCF, Guideline Public Company Method, and Guideline Transaction Method.
- Computation of underlying earnings, beta and WACC.
- Assisted in business valuation by making a detailed report on the client to understand their business, performed screening to get down to an accurate list of peer comps for Guideline Public Company Method (GPCM), computation of EV Multiples.
- Performed screening of various transactions to get down to an accurate list of transactions for Guideline Public Transaction Method (GTM) using S&P Cap IQ Platform.
- Assisting in preparing and presenting the results of our analysis in clear and concise manner.
Education
CFA Level 2 -
CFA Institute
05-2025
CFA Level 1 -
CFA Institute
05-2024
BAF -
S.K Somaiya College of Arts And Commerce
03-2023
HSC -
K.J Somaiya College of Arts And Commerce
03-2020
ICSE -
P.G. Garodia School
03-2018
Skills
- Equity Valuation
- Financial statements analysis
Areas of knowledge:
- Proficiency in S&P Capital IQ
- Efficiency in MS Office - Excel, Word, and PPT
- Undertook a course on Advanced MS Excel and Financial Modelling under FinEnvision
EXTRA CURRICULARS
Played interschool basketball matches. Assisted in planning and execution of college events including logistics, coordination and on ground management.
Timeline
Intern, Valuations
KNAV Advisory Private Limited
11.2022 - 07.2023
CFA Level 2 -
CFA Institute
CFA Level 1 -
CFA Institute
BAF -
S.K Somaiya College of Arts And Commerce
HSC -
K.J Somaiya College of Arts And Commerce
ICSE -
P.G. Garodia School
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