Pranav Gangurde
Financial Analyst | Business Analyst
Nashik,MAHARASHTRA
Summary
Highly motivated and goal-driven financial analyst with a successful track record of 4 years of experience and managing over 50 crore AUM. Possesses a strong background in financial modeling, data analysis, and forecasting. Demonstrates expertise in interpreting complex financial data to drive strategic business decisions, optimize budgets, and improve profitability. Proficient in risk assessment, market research, and financial reporting to support corporate growth. Adept at utilizing analytical tools such as Excel, SQL, and financial software to enhance decision-making processes.
Overview
4
4
years of professional experience
25
25
years of post-secondary education
3
3
Languages
Work History
Financial Analyst
Swara Investments and Financial Services Pvt Ltd
Nashik
03.2021 - Current
- Client Relationship Management- Experience of handling More than 1000 clients. Establish and nurture strong relationship with clients by being responsive, understanding their needs and delivering on promises.
- Managed a ₹50 crore AUM with expertise in market analysis and strategic decision-making. Maintain regular contact with clients through meetings, calls or emails
- Manage customer databases and track engagement metrics to enhance customer relationship
- Wealth Management- Work with clients to define their financial goals, such as retirement planning, education funding, or purchasing property
- Marketing- Develop and oversee the overall marketing strategy for the organization
- Market research- Utilize both primary research and secondary research to compile comprehensive datasets
- Identifying New Opportunities- Analyze market trends and customer needs and plan according that
- Monitor trends in the industry including technological advancements regulatory changes and shifting consumer behavior
- Analytical thinker and with a problem solving mentality, able to work with functional group of team members
- Identifying and addressing operational, financial and technological risks within the business
Education
Financial Analyst - Finance
Boston Institute of Analytics
Pune, India 01.2025 - 06.2025
MBA - Marketing
NIM College
Nashik, India 05.2021 - 06.2024
Bachelor of Commerce - Marketing Research
K.V.N Naik College
Nashik, India 04.2001 - 06.2022
Skills
Strategic Financial Modeling
Risk Management
Equity Analysis
Analyze Business Model
Financial Model Development
Proficient in Data Analysis Using Excel
AI-Driven Financial Tools
Financial Data Acquisition
Market Trend Analysis
Investment Management
Portfolio Management Expertise
Investment Strategy Development
Client Relationship Management
Power BI
Tableau Data
Python
Timeline
Financial Analyst - Finance
Boston Institute of Analytics
01.2025 - 06.2025
MBA - Marketing
NIM College
05.2021 - 06.2024
Financial Analyst
Swara Investments and Financial Services Pvt Ltd
03.2021 - Current
Bachelor of Commerce - Marketing Research
K.V.N Naik College
04.2001 - 06.2022
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