Tejasvi Sood

CEO

Delhi, India2 yrs 6 mos experience

Most Likely To Switch

Key Highlights

Led a team of 40 for a major equity research competition.
Curated portfolios for inter-college financial management competition.
Developed financial strategies targeting HNI and NRI clients.

Stackforce AI infers this person is a Fintech professional with strong expertise in investment advisory and financial analysis.

Contact

Skills

Core Skills

TeamworkFinancial AnalysisCommunicationInvestment Advisory ServicesDigital Marketing

Other Skills

Analytical SkillsEconomicsEquity ResearchFinancial InstrumentsFinancial ManagementFinancial PlanningInvestment AnalysisInvestment PlanningInvestmentsMarketingMicrosoft ExcelMicrosoft WordMutual FundsOral CommunicationPresentations

Experience

Khalsa street, fic

3 roles

Vice President

Promoted

Jun 2025 – Present · 9 mos

Marketing and Operations Head

Promoted

Jul 2024 – Jun 2025 · 11 mos

Led a team of 40 to organise Analyst Arena, an Equity Research Competition, attracting 250+ registrations across DU colleges via Unstop
Spearheaded the end-to-end recruitment process for 100+ prospective members, including timeline planning and candidate screening
Designed 5 graphical posters and strategically posted them on social media handles of Khalsa Street, driving engagement with 300+ freshers

Teamwork

Executive Member, Marketing Department

Sep 2023 – Jul 2024 · 10 mos

Researched about the financials of 11 listed Indian companies and 2 cryptocurrencies in a team of 10 to curate 8 portfolios, each comprising of different quantities of equity and crypto components along with their opening prices, for inter-college portfolio management competition ‘Wealth Wave’
Assisted and got a hands-on experience in the preparation of Financial Stock Market Simulator using MS Excel to calculate the available cash balance and value of portfolio after each subsequent bidding round
Selected as 1 out of 8 Stock Exchange Brokers from a pool of 15+ candidates to receive and place market orders of the participating team in the simulator

Microsoft ExcelFinancial AnalysisCommunicationMarketing

Ey

Summer Intern

Jun 2025 – Sep 2025 · 3 mos · Aerocity, New Delhi · On-site

Pehchaan the street school (trust)

Project Management Intern

Apr 2025 – Present · 11 mos

Working under Training and Research Domain

Aditya birla capital

Winter Intern

Jan 2025 – Mar 2025 · 2 mos · New Delhi · Hybrid

Worked under Project Unnati
Prepared a comprehensive presentation in a team of 3 on ‘Indian Market for NRIs’, highlighting key investment opportunities in 5+ Indian sectors for HNI and NRI clients
Developed a dynamic financial projection sheet in Microsoft Excel for a ULIP-based investment strategy to target a corpus of ₹1 crore by retirement

Investment Advisory ServicesWealth Management ServicesInvestment Planning

Predictram

Financial Research Analyst Intern

Aug 2024 – Sep 2024 · 1 mo · Delhi, India · Remote

Researched historical trends and current economic news to prepare 10 in-depth economic reports, optimising decision-making time of managers by 2+ hours per week
Achieved 9/10 rating in 6/10 financial forecasting reports, based on authenticity and relevance of content, improving the input data and efficiency of forecasting model
Curated 10 diversified portfolios, each comprising 5 stocks, for 10 clients and 8/10 portfolios generated 5%+ returns in 2 months
Performed fundamental financial analysis and basic valuation of 7 Indian stocks using data from Screener and prepared valuation reports using Microsoft Excel
Analysed financial risk profiles and consulted 5+ clients, assisting managers in financial planning advisory and providing data-driven portfolio optimization strategies

InvestmentsInvestment Advisory ServicesReport PreparationWealth Management Services

Bajaj capital ltd

Summer Intern

Jul 2024 – Aug 2024 · 1 mo · Gurugram, Haryana, India · Remote

Diligently participated in 12+ Live Projects in the domains of financial advisory, financial product management and digital marketing
Mapped 10+ user journeys for SIPs and Insurance on the Bajaj Capital app, providing 8 actionable strategies to enhance app interface and user experience
Carried out primary research through surveys and video interviews with 200+ respondents to analyse the awareness levels of mutual funds and insurance products
Examined and compared Google reviews of 4 nearest branches of Bajaj Capital and delivered a data-backed report to enhance branch experience of customers
Conducted in-depth research on 2 ORM techniques each adopted by 3 competitor BFSI companies to track their digital presence and marketing strategies
Assisted in digital marketing for ‘Pet Insurance’ by designing a graphical poster illustrating both emotional and rational reasons behind its purchase

Oral CommunicationFinancial AnalysisResearch SkillsCommunicationMicrosoft WordTeamwork

Finwisory, high finance society, sgtb khalsa college

Analyst

Oct 2023 – Sep 2024 · 11 mos · Delhi, India · On-site

The commerce society, sgtb khalsa college

Executive Member, R&D Department and Event Department

Sep 2023 – Sep 2024 · 1 yr · Delhi, India · On-site

Researched, curated and edited 10+ articles on current topics of Commerce, Economics and Finance for our monthly newsletter ‘The Comsoc Times’
Sub-headed and collaborated with a team of 8 to formulate, draft and finalise questions for 3 panels under Business Conclave 2024 after productive brainstorming sessions of 15+ hours
Selected as 1 out of 6 Moderators (Only one from the First Year) for the panel ‘Law and Taxation’ from a pool of 20+ candidates

Debate and discussion society, sri guru tegh bahadur khalsa college

Member

Sep 2023 – Aug 2024 · 11 mos · Delhi, India · On-site

Digital Marketing

Hcltech

HCL TechBee - IT

Jul 2023 – Jul 2023 · 0 mo · Noida, Uttar Pradesh, India · On-site

Received Offer Letter from HCL TechBee - HCL's Early Career Program to undergo 12 months of training (Classroom Training and Hands-on Specialized Training) for a job role in IT Services at HCL Tech
Successfully cleared 4 rounds of HCL TechBee Recruitment Process -
1) HCL CAT (Mathematics, Logical Reasoning and English)
2) Essay Writing
3) Versant English Test (Listening, Speaking and Writing)
4) HR Interview

Oral CommunicationCommunication