Summary
Overview
Work History
Education
Skills
Projects
Certification
PUBLICATIONS
Linkedin Profile
Timeline
Generic
Shaurya Walia

Shaurya Walia

Gurgaon

Summary

Adept strategist and critical thinker, driven by a passion to untangle complex business landscapes and orchestrate impactful change. My diverse interests in global and business economics, international management, law, and securities provide a rich foundation. Fuelled by an insatiable curiosity and unwavering ambition, I thrive on dissecting challenges, crafting innovative solutions, and witnessing their tangible implementation. This relentless pursuit of learning and achievement is anchored by a strong work ethic and a deep belief in the power of collaborative teamwork.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Wealth Management Intern

Julius Baer
06.2024 - 07.2024
  • Implemented a fundamental value investing strategy, focusing on large cap securities, yielding an average return of 20% in a time frame of 2 month.
  • Anticipating potential market volatility, I strategically reduced the portfolio's exposure to Adani Group stocks by 25% prior to the 2024 budget, mitigating ₹7,50,000 in potential losses when Adani shares experienced a significant decline of 30%.
  • Provided daily portfolio monitoring to ensure alignment with client goals and market conditions. Made 12 portfolio adjustments in response to market fluctuations and client changes, resulting in an average increase in portfolio returns of 3%.


Strategy Consulting Intern

Ernst and Young
06.2023 - 07.2023
  • As an intern at Ernst & Young, I actively participated in the Forensics and Integrity department. I collaborated closely with the Indo-German Chamber of Commerce to support the implementation of an Inter-Company grievance mechanism - fairvoice.
  • Led a comprehensive cost-benefit analysis of the fairvoice grievance mechanism, demonstrating a 12% ROI. Successfully communicated findings to senior leadership, driving informed decision-making. This analysis contributed to the department's increased efficiency and effectiveness in resolving employee disputes.
  • Reduced the average grievance resolution time by 20% through the implementation of streamlined processes and improved communication protocols within the fairvoice grievance mechanism.

Business Development Intern

Aditya Birla Sun Life Mutual Fund
06.2021 - 07.2021
  • Interned under the fund manager of the Aditya Birla Flexi Cap Fund
  • Presented detailed reports to senior management, leveraging key performance indicators (KPIs) like Alpha, Beta, Sharpe, and Sortino Ratios to assess fund performance and propose strategic initiatives.
  • Engaged in investor consultations with my mentor to understand investment goals. Developing tailored strategies, resulting in an increase of 8 lakhs in Assets Under Management (AUM).
  • Assisted in formulating corporate strategy based on market dynamics, customer requirements, and industry trends analysis.

Education

Bachelor of Science - Interdisciplinary Major in Economics And Finance

Ashoka University
Sonipat, India
08.2026

Skills

  • Complex Negotiation
  • Team Collaborator
  • Strategy Development
  • Attention to Detail
  • Adaptive Leadership
  • Entrepreneurial Mindset
  • Fundamental Analysis
  • Portfolio Management
  • Asset Allocation
  • Mutual funds expertise

Projects

1) As the founder and leader of SFS Consultancy, a student-led business project at Ashoka University, I successfully attracted over 500 participants. Through careful planning and strategic outreach, I built and managed a team of 30+ dedicated members. By identifying the needs of our target audience and aligning our offerings with the university's goals, we ensured the project's relevance and impact. Our efforts resulted in a 25% increase in diverse applications at Ashoka University, demonstrating the effectiveness of our targeted outreach programs.


2) Founded and led the Ashoka Investments Fund, a student-managed equity investment fund. Successfully raised 3 lakhs in the first year from fellow students. Developed and implemented a diversified investment strategy, expecting a 22% CAGR per annum. Demonstrated strong leadership, financial analysis, and risk management skills in managing the fund's portfolio."

Certification

  • Certified Mutual Fund Distributor, NISM - 2024

PUBLICATIONS

Authored and published research paper "Analyzing the changes in sales and consumption of alcohol upon the imposition of taxes in Gurugram" in the International Journal for Advanced Study and Research Work (IJASRW), contributing to the understanding of policy impacts on consumer behavior.

Linkedin Profile

My linked in profile is as follows - shaurya-walia-450920224

Timeline

Wealth Management Intern

Julius Baer
06.2024 - 07.2024

Strategy Consulting Intern

Ernst and Young
06.2023 - 07.2023

Business Development Intern

Aditya Birla Sun Life Mutual Fund
06.2021 - 07.2021

Bachelor of Science - Interdisciplinary Major in Economics And Finance

Ashoka University
  • Certified Mutual Fund Distributor, NISM - 2024
Shaurya Walia