CA Shreya Daga, CFA

Co-Founder

Mumbai, Maharashtra, India5 yrs 3 mos experience

Key Highlights

Chartered Accountant with AIR 43 ranking.
CFA charter holder with investment banking experience.
Founder of an Edtech startup for aspiring finance professionals.

Stackforce AI infers this person is a Finance Professional with expertise in Investment Banking and Education.

Contact

Skills

Core Skills

Financial AnalysisEducationInvestment BankingAuditing

Other Skills

AccountingContent CurationCreative WritingEquity ResearchFinancial ModellingFinancial ServicesMentoringMicrosoft ExcelStatutory AuditTeaching

About

Shreya is a Chartered Accountant (AIR 43), MBA from IIM Kozhikode and is a CFA charter holder. She has worked with JP Morgan Chase & Co as an equity research analyst, covering the Indian Industrials space and with Goldman Sachs in investment banking, with leveraged finance desk. Previously completed her articleship from KPMG in Statutory audit (Financial services). She's an avid reader, and enjoys writing and running. Currently building a start up :)

Experience

Aadiv edtech

Founder

Jun 2025 – Present · 9 mos

Helping CA CFA and MBA aspirants.
Building a product meanwhile.

Jpmorgan chase & co.

Analyst

Apr 2024 – Jun 2025 · 1 yr 2 mos · Mumbai, Maharashtra, India · On-site

Research Analyst covering the Indian Industrials, Defense, Power & Utilities space.

Financial AnalysisEquity Research

Unacademy

Subject Matter Expert and Educator

Oct 2023 – Jan 2024 · 3 mos · Remote

Curating content and delivering lectures for "Derivatives" subject of CFA Level 2.

Content CurationTeachingEducation

Goldman sachs

Investment Banking Summer Analyst

Apr 2023 – Jun 2023 · 2 mos

Worked with the leveraged finance desk, on cap tables and bond pricing.
Covered a project in the NR segment, ranging from screening and target identification to modelling, valuation and post merger math implications.

Investment BankingFinancial Modelling

Kpmg india

Stat Audit - Financial Services

Sep 2017 – Oct 2020 · 3 yrs 1 mo · India

Exposure to Stat Audit roles across various Financial Services Clients - NBFCs, funds, AMCs, banks etc. Handled critical captions like interest income at nbfc, 116 first time adoption, and responsible for end to end deliverable at advisory Co, in capacity of incharge.

Statutory AuditFinancial ServicesAuditing