Satvik Dhaundiyal

Associate Consultant

New Delhi, Delhi, India5 mos experience

Key Highlights

Strong foundation in financial modeling and valuations.
Hands-on experience with equity and mutual fund analysis.
Proficient in DCF and bond valuation techniques.

Stackforce AI infers this person is a Finance professional with expertise in equity research and financial modeling.

Contact

Skills

Core Skills

Equity ResearchMutual Fund AnalysisFinancial ModelingDcf ValuationFixed Income AnalysisBond PricingSales

Other Skills

Equity Research AnalysisCommunicationForecastingValuationLeadershipFundamental AnalysisPortfolio ManagementInvestment ManagementInitial Public Offerings (IPO)Merchant BankingIssue ManagementOptions StrategiesDerivativesRisk ManagementHedging

About

Satvik Dhaundiyal is a Finance major (MBA) student at K J Somaiya Institute of Management, with a strong background in Mathematics. His natural passion for numbers, combined with finance, has nurtured a passion for financial modelling and valuations. This passion is reflected in his continuous learning journey, where he actively explores valuation techniques and undertakes self-initiated projects. These projects have strengthened his problem-solving skills and deepened his understanding of financial strategies and practices.

Experience

Investworks

Equity and Mutual Funds Analyst Intern

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

Researched 4 listed pharmaceutical companies through fundamental analysis, reviewing earnings calls, financials, and industry trends to deliver investment reports with clear buy/sell recommendations
Evaluated 10 mutual fund schemes for client mutual fund portfolios exceeding Rs. 5 crores, using CAGR, rolling returns, Sharpe, Treynor, and Alpha ratios, generating comparative insights on performance and risk-adjusted returns
Prepared 4+ client-ready equity and mutual fund reports, translating quantitative analysis into clear insights to support portfolio allocation and investment decision-making

Equity ResearchMutual Fund Analysis

Alvron partners

2 roles

Financial Modelling and Valuation

Mar 2025 – Apr 2025 · 1 mo

Built end-to-end 3-statement linked DCF models for TCS and Tata Steel
Forecasting revenues through KPI-driven assumptions and created detailed schedules
Calculated WACC and FCFF to derive intrinsic values
Performed sensitivity analysis on key variables to evaluate valuation impact under multiple scenarios

DCF ValuationFinancial Modeling

Fixed Income Securities and Credit Analysis

Jan 2025 – Feb 2025 · 1 mo

Valued Apple Inc.'s 10-year bond using DCF and Credit Valuation Adjustment (CVA) methods
Recommended strategic buy/sell actions by comparing intrinsic value with market price
Analyzed Apple Inc.'s financial statements using key profitability, leverage, and coverage ratios
Computed Altman Z-score to assess default risk and enhancing credit risk profiling accuracy

Bond PricingFixed Income Analysis

Millennium money finance

Equity Research Intern

Dec 2024 – Jan 2025 · 1 mo · Remote

Equity ResearchEquity Research Analysis

Leapx.ai

Sales And Marketing Intern

Mar 2024 – Jun 2024 · 3 mos · Gurugram, Haryana, India · On-site

Supported B2B client acquisition and account strategy for engagements with CEOs, Managing Directors, and Heads of Departments across mid-sized to large enterprises
Assisted in structuring and delivering data-backed client pitch decks for solutions with a minimum ticket size of Rs. 1 lakh, contributing to an 8% increase in revenue
Conducted customer segmentation and funnel analysis to identify high-intent enterprise prospects, supported by MIS dashboards, improving outreach efficiency by 20%
Worked closely with senior stakeholders on client relationship management, supporting a 95% client retention rate and strengthening long-term account value

SalesCommunication