VEDANT SURANA

ALT. ADDRESS – 18/B, PUSHTIKAR SOCIETY, STATION ROAD, JOGESHWARI (WEST), MUMBAI – 400102
10, NEW ROHINI GANDHARV SOCIETY, OPP. MAHAVIR COLONY, TILAKWADI, NASHIK, MAHARASHTRA – 422002
vedant.surana1995@gmail.com I https://www.linkedin.com/in/vedant-surana-229380160/ I +91 9527361981

EDUCATIONAL QUALIFICATIONS
Year Degree Institution/School CGPA/Percentage
December 2020 CFA Level 1 Candidate CFA Institute USA Ongoing
2013-17 B.E (Mechanical) University of Mumbai 7.48/10
2012 HSC HPT Arts & RYK College of Science 78.17%
2010 SSC St. Francis High School 94.36%

OBJECTIVE – A mechanical engineering graduate with combined 21 months of experience in wealth management,
auditing, company secretary and vendor reconciliation. Excellent verbal, written communication and presentation
skills. Good at client management, from being a team-player to leading a team. An eye for detail. Looking for the
opportunity in the world of Investment Banking.

WORK EXPERIENCE –
1. B M Chatrath and Co. – Chartered Accountants, Mumbai (Designation – Executive)
April’19 – Aug’19
 Only candidate outsourced to Indo Rama Synthetics (India) Limited – A BSE and NSE Listed Company with an
average turnover of 2547 Crores for the purpose of vendor reconciliation. Worked directly with the Assistant
General Manager – Accounts of the company. An on - contract job. Single – handedly managed the entire project
while building a good relationship with the client and its vendors.
 Hands on work experience on SAP FICO for the purpose of bank payments ranging from 1 to 1.5 crores on day to
day basis, customer advanced and down payments, vendor payments, sending of debit and credit notes.

2. My Financial Advisor – SEBI Registered Investment Advisory Company, Mumbai (Designation – Client
Acquisition Intern)
March’18 – October’18
 Worked directly with the Celebrity Wealth Manager of the company. Received wealth management training
from the company and also researched on various stock options for HNI Clients.
 Gathered and performed primary data research on estimating client financials using different tools so as to
generate rightful client base for various celebrities, business CXO’s and for the doctor practice.

3. C B Chhajed and Co. – Chartered Accountants, Mumbai (Designation – Audit Assistant)

July’17 – March’18
 Worked directly with the Company Secretary of the company. Prepared the XBRL documents as per MCA
requirements for more than 200 crores of turnover for 7 companies within stipulated time frame.
 Worked on GST returns, individual tax filing, company tax filing, preparation of AOC-4, MGT-7, DIR-3, notice and
director’s report for annual general meeting, headed a team of 10 article assistant’s for meeting MCA deadline
and assisting on 4 different companies from different industries for statutory audit purpose.

ADDITIONAL CERTIFICATION –
1. Certified Investment Banking Operations Professional (CIBOP) – Imarticus Learning Institute, Mumbai
Feb’20 – Present (Mentor – Lourdes Miranda)
 Product knowledge on Money Market Instruments, Fixed Income Securities, Foreign Exchange and Derivatives.
 Knowledge on both exchange traded and over the counter trade life cycle, SBL and collateral management, AML,
KYC and reconciliation process.
 Headed batch no. 110 by being the class representative. Also spearheaded and worked on the projects like Saudi
Aramco and Crude Oil Crisis, researched and created a white paper on BANK NIFTY.
 INTERNSHIPS –
1. Reliance Energy - Dahanu Thermal Power Station, Dahanu, Maharashtra (Designation – Intern)
June’17
 One week internship at this gigantic 250*2 MW power station to get the insights on how a big facility operates
with minimal errors. Also learnt about the Six-Sigma process and certification.
2. Funnybrains LLP, Mumbai (Designation – Marketing and Sales Scout)
May’16 – May’17
 Worked at this startup company dealing with the production and sales of all varieties of notebooks on a minimum
price band than the market.
 Conversion from cold calls to significant lead generation and negotiating with different schools/colleges onsite.

ACADEMIC ACHIEVEMENTS –
 Awarded for the best oratory and presentation skills at C.B.Chhajed &Co. for presentation on “Real Estate
(Regulation and Development) Act, 2016 – (2018)
 University of Mumbai sanctioned a grant of Rs.25000/- and also secured 3rd position in Mind’s Eye project
presentation competition for the final year project – (2017)
 Certification of Participation in the national level competition of Formula One conducted by Indian Society of
New Era Engineers (ISNEE) held at Coimbatore, India and Smart-E competition conducted by Snapdeal – (2016)
 Certification of co-ordination as working member in EDC-TCET’s Enspire festival – (2015)

POSITION OF RESPONSIBILITIES –
 Coordinator and Core committee member of Entrepreneurship Development Cell (EDC) Committee of the college
– (2015-16)
1. Selected among 15 out of 675 third-year students to organize a 2-day EDC TCET’s Enspire Festival in the
college.
2. Managed the entire event with a foot-fall of more than 5000 people in the campus.
3. Approached various outlets for sponsorship program for the event.

 Member of Engage – A Not for Profit organization working towards children with disability – (2014-15)
1. Approached door-to-door for the collection of notebooks, newspapers etc so as to generate money in
Mira-Bhayander area of Thane district.
2. The above generated money went to benefit for differently abled people according to their needs.

ACADEMIC PROJECTS –
Advancement in Solar Tree by Electrolysis Process (Mentor – Prof. Neha Chauhan, Mech. Department, TCET Mumbai)
August’16 – April’17
 Only project selected for university grant of Rs.25000/- from University of Mumbai from more than 50 projects in
the mechanical department due to its eco-friendly applications and usage.
 Multiple applications ranging from solar charging, demonstration for generation of oxygen from electrolysis
process and self powered LED lights were obtained by combining mechanical and electronics domain.

TECHNICAL SKILLS –
 Software – SAP FICO, SAP Netweaver, MS Office, MCA
 Knowledge –Trade Life Cycle, Equity research, Portfolio management, Vendor reconciliation, Company Law, Goods
and Services Tax (GST)

HOBBIES AND INTERESTS –

 Hobbies – Hiking and trekking, an avid foodie.
 Interests – Travelling, meeting new people, developing an interest to complete a book in two months, music,
developing more on communication and people skills.