Tarun Soni — CEO

Hello, this is Tarun, an ABST(Hons.)Grad, having hands-on experience in Equity research, Investment banking, Valuations (DCF and Comparative Analysis), translating data into insights, Fundamental and Technical analysis, Financial modelling, company profiling, report writing. I have also cleared NISM Research Analyst (NISM 15) exam and done a simulation program (Citi Investment Banking) from Forage in which i enhanced my skills on how to make target profiling for M&A, Financial modelling, Spreading comps and report writing. This has taken my confidence to a higher level as i got the real work the company does on a regular basis. Also, I recently completed Citi Wealth Job Simulation from Forage. In the simulation I: ▪️ Completed a job simulation involving portfolio construction for Citi's Wealth team. ▪️ Developed and communicated a comprehensive investment strategy using asset allocation and selection principles, emphasizing tax efficiency and moderate risk tolerance to align with client financial goals. ▪️ Enhanced client-communication skills through the creation and delivery of a persuasive presentation, effectively explaining complex investment concepts and building client trust and rapport in a simulated advisory context.

Stackforce AI infers this person is a Finance professional with expertise in Investment Banking and Equity Research.

Location: Jaipur, Rajasthan, India

Experience: 0 mo