Sarthak Malhotra

Associate Consultant

New Delhi, Delhi, India3 yrs 2 mos experience

Key Highlights

Exceptional advisory skills in financial planning.
Proficient in financial modeling and investment analysis.
Strong leadership experience in entrepreneurial initiatives.

Stackforce AI infers this person is a Financial Analyst with expertise in Investment Banking and Non-Profit Financial Management.

Contact

Skills

Core Skills

Investment BankingFinancial AnalysisFinancial Management

Other Skills

AcceleratorAdministrationAlternative InvestmentsAnalytical SkillsAnnual ReportsAttention to DetailBalance Sheet ReviewBalance SheetsBloombergBloomberg TerminalBudgetingCIMCapital MarketsCapital RaisingCash Flow Management

About

Passionate about learning new financial concepts and possess the ability to handle work pressure and customer issues professionally. Have exceptional advisory skills to introduce new schemes and help clients meet their financial goals. I want to provide everyone with the opportunity to make a meaningful difference in their society while gaining the experience, skills and contacts necessary to build a successful career. I consider myself to be a hard-working, competent leader that combines a sense of ethics and a desire to give back with a competitive spirit and a desire to achieve.

Experience

Acuity knowledge partners

Analyst - Private Markets

Mar 2025 – Present · 1 yr 1 mo · Gurugram, Haryana, India

Fundtq (a division of cretum advisory)

Investment Banking Analyst

Jun 2024 – Jul 2024 · 1 mo · Gurugram, Haryana, India

Client Interaction: Supported client meetings and presentations, preparing materials and contributing to discussions with
senior bankers and clients
Created and updated detailed financial models to support investment decisions and client presentations.
Due Diligence: Assisted in conducting due diligence for transactions, including gathering and analyzing company financials
and operational data.
Tool Proficiency: Gained hands-on experience with financial tools such as Traxcn and Capital IQ for market research,
company analysis, and transaction tracking.
Sector Expertise: Acquired in-depth exposure to the healthcare sector, contributing to research and analysis of market
trends and sector-specific transactions.

Client InteractionFinancial ModelingDue DiligenceMarket ResearchCompany AnalysisTransaction Tracking+2

Thrust: the entrepreneurship cell, ramanujan college

2 roles

Chief Advisor

Jul 2023 – May 2024 · 10 mos · Delhi, India

Ideation and Administration Head

Aug 2022 – Jul 2023 · 11 mos · Delhi, India

Marquee fellowship program

Investment Banking Fellowship

Jul 2023 – Sep 2023 · 2 mos

Rehabilitation society of the visually impaired

Finance and Budgeting

Mar 2022 – Jul 2022 · 4 mos · Delhi, India

Working with an NGO which got featured in the Times Of India- Managed the funds and advised the club in setting up
the buaget for the arives.
Brought sponsorships and collaborations to the organisation.

Fund ManagementBudgetingSponsorship AcquisitionFinancial Management