Summary
Overview
Work History
Education
Skills
EXTRA CURRICULARS
Timeline
Generic
PALAK KIKAVAT

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

    Areas of knowledge:

  • Equity Valuation
  • Financial statements analysis
  • 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
PALAK KIKAVATCFA Level 2 cleared