CA Sarthak Rajvanshi — Operations Associate
Most young Indians struggle with personal finance—where to invest, how to build wealth, and how to navigate the equity markets. I simplify these complexities so that anyone can make informed financial decisions. I’ve years of experience analyzing markets, equity trends, and investment strategies. Beyond my role as a Senior Manager (Financial Analyst) at PNB, I create engaging, easy-to-understand financial content that helps young professionals and investors take control of their money. Through my LinkedIn carousels, I break down: Stock Market Trends Mutual Funds & IPOs Wealth Building Strategies Case Studies on Business Success If you want finance made simple—follow me for actionable insights that help you grow your wealth.
Stackforce AI infers this person is a Financial Analyst specializing in personal finance and investment management.
Location: Gurugram, Haryana, India
Experience: 9 yrs 4 mos
Skills
- Financial Reporting
- Investment Management
- Capital Raising
- Controllership Functions
- Auditing
Career Highlights
- CFA Level III cleared with extensive financial analysis experience.
- Created engaging financial content for over 2.2 million impressions.
- Expert in simplifying complex financial concepts for young investors.
Work Experience
Punjab National Bank
Senior Manager - Finance Analyst (2 yrs)
Manager - Finance Analyst (2 yrs 11 mos)
Assistant Manager - Finance Analyst (11 mos)
ORIENTAL BANK OF COMMERCE
Assistant Manager - Finance Analyst (2 yrs 4 mos)
AIG
Junior Manager (1 yr 2 mos)
A.R. & Co. , Chartered Accountants
Article Assistant (3 yrs)
Education
Chartered Accountant at The Institute of Chartered Accountants of India
Level III at Chartered Financial Analyst
Company Secretary at The Institute of Company Secretaries of India
Bachelor of Commerce - BCom at Indira Gandhi National Open University (IGNOU), Delhi
Certified Treasury Professional at Indian Institute of Banking and Finance
XII at St. Paul's Academy, Ghaziabad
