Sahil Tawde
Thane, Mumbai
Summary
Dynamic finance professional with experience at A.K Capital Services Ltd, excelling in financial analysis and effective communication. Successfully onboarded wealth firms and executed transactions with precision. Proven ability to collaborate in teams and manage time efficiently, enhancing client investment strategies through critical thinking and market insights.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Executive – PCG
A.K Capital Services Ltd
Mumbai
04.2024 - Current
- Onboarded wealth firms, financial advisors, corporate treasuries, and direct clients.
- Explained debt segment products and offerings to clients.
- Executed transactions on behalf of clients, ensuring accuracy and compliance.
- Prepared cash flows and maintained trade data with daily updates on G-sec levels.
- Provided clients with updates on upcoming issues, current market trends, and daily market changes.
Equity Research Intern
Finoability Pvt Ltd
04.2023 - 06.2023
- Conducted risk profile analyses to assess client investment strategies.
- Prospected client needs to determine specific financial requirements.
- Engaged in multiple projects to enhance understanding of financial markets.
- Selected optimal asset allocations for client portfolios based on comprehensive analysis.
- Prepared and updated daily index of top ten stocks in the automobile sector.
Education
MBA - Finance
N. L. Dalmia Institute of Management Studies & Research
Mumbai04-2024
B.A.F -
JVM’s Mehta College of Commerce
New Mumbai01.2020
Class XII -
JVM’s New English School and Junior College
Thane01.2016
Class X -
JVM’s New English School
Thane01.2014
Skills
- Financial analysis and Excel
- Team collaboration
- Time management
- Public relations
- Effective communication
- Critical thinking
Certification
- NISM Series XXII Certification on Fixed Income Securities
- Bloomberg – Environmental, Social, Governance
- CFI's Financial Analysis Fundamentals
- CFI’s Corporate Finance Fundamentals
- Bay Street School’s certification in Financial Modeling using Excel
Languages
- English
- Hindi
- Marathi
Timeline
Executive – PCG
A.K Capital Services Ltd
04.2024 - Current
Equity Research Intern
Finoability Pvt Ltd
04.2023 - 06.2023
MBA - Finance
N. L. Dalmia Institute of Management Studies & Research
B.A.F -
JVM’s Mehta College of Commerce
Class XII -
JVM’s New English School and Junior College
Class X -
JVM’s New English School
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