Summary
Overview
Work History
Education
Skills
EXTRA CIRRICULARS
Timeline
Generic

Sarang R. Desai

Mumbai

Summary

Chartered Accountant and CFA Level 2 candidate with expertise in financial analysis, auditing, and due diligence. Proven track record of identifying investment opportunities through thorough market research. Strong analytical skills and attention to detail drive successful financial decision-making.

Overview

4
4
years of professional experience

Work History

Equity Analyst

Ishaan Tradefin LLP
01.2025 - Current
  • Executed market research and sectoral analysis to prepare data for trade execution and alpha generation.
  • Performed financial analysis to inform decisions regarding pre-IPO investments.
  • Pitched 3 HNI investors for fundraising and secured anchor placements in listed companies worth INR 5 cr.

Article Trainee

Vasani & Co.
07.2023 - 11.2024
  • Executed half-yearly reviews of private companies in textile and FMCG sectors with an annual turnover of more than INR 500 cr.
  • Prepared financial statements and deliverables for private companies.
  • Conducted tax audits for multiple private firms to ensure compliance.

Article Trainee

KNAV Ltd
10.2021 - 07.2023
  • Executed statutory audits for multiple companies adhering to IFRS and US GAAP standards, including a NASDAQ listed entity.
  • Led limited reviews for organizations under IND AS and US GAAP accounting frameworks having a turnover of USD 20 mn.
  • Conducted compilation engagements and prepared comprehensive financial statements for various firms.
  • Contributed to group audit of a publicly listed company on NSE/BSE.

Education

Chartered Accountant - Accounting, Auditing And Finance

Institute of Chartered Accountants of India
Mumbai
11.2024

CFA level 2 - Finance And Investments

CFA Institute (USA)
Mumbai, India
05.2023

CFA Level 1 - Finance And Investments

CFA Institute (USA)
Mumbai, India
05.2022

B.com - Accounting And Finance

Narsee Monjee College of Commerce And Economics
Mumbai
03.2022

HSC -

Narsee Monjee College of Commerce And Economics
Mumbai, India
05.2019

SSC -

Rustomjee International School
Mumbai
05.2019

Skills

  • Microsoft Excel
  • Equity valuation
  • Investment research
  • Fundamental analysis
  • US GAAP
  • IFRS
  • IND AS
  • Accounting Advisory

EXTRA CIRRICULARS

Active member of Music committee of college |  Runner up for best guitarist of NM college |  Executive member of marketing and finance at college festival | 

Timeline

Equity Analyst

Ishaan Tradefin LLP
01.2025 - Current

Article Trainee

Vasani & Co.
07.2023 - 11.2024

Article Trainee

KNAV Ltd
10.2021 - 07.2023

Chartered Accountant - Accounting, Auditing And Finance

Institute of Chartered Accountants of India

CFA level 2 - Finance And Investments

CFA Institute (USA)

CFA Level 1 - Finance And Investments

CFA Institute (USA)

B.com - Accounting And Finance

Narsee Monjee College of Commerce And Economics

HSC -

Narsee Monjee College of Commerce And Economics

SSC -

Rustomjee International School
Sarang R. Desai