Mobile - +91-9753461487

Shefali Bhatia +91-9994344425

Female, 24 years B-103, Sanghi Residency, Near Manas Bhawan,
shefalibhatia28@yahoo.co.in Wright Town, Jabalpur - 482001

ACADEMIC BACKGROUND

C.F.A. ICFAI, Hyderabad 2007 82.4

Financial Management, Security Analysis, International Finance and Trade, Finance Risk
Major Electives Management, Project Management, Portfolio Management and Mutual Funds, Investment Banking
and Financial Services
M.S. (Finance) ICFAI, Hyderabad Pursuing 78.4
M. Com. Rajasthan University 2006 67.8
B. Com. Rajasthan University 2004 92.6
Class XII C.B.S.E. 2001 94.8

Academic Achievements
▪ Among the top-10 percent performers in school in the XII standard

▪ Secured first-runner up at the 14th UCMAS National Level competition at the Grand-masters’ level in 2016

▪ Secured a perfect 100 mark in Math in both X and XII standards

▪ Among the top-0.5 percent performers in school in Accounts in the XI standard

WORK EXPERIENCE 20 MONTHS

Fair wealth Securities Pvt. Ltd., Gurgaon Jan’ 2008 – Feb’ 2009
Research Analyst
▪ Formulating the research framework to analyse industries and companies

▪ Generate investment ideas in the form of research reports

▪ Financial analysis by giving true picture of company’s earnings and profitability after adjustment of various exceptions

Copal Partners, Gurgaon Feb’ 2007 – Aug’ 2007

Senior Analyst
▪ Carrying out secondary research using industry databases including Bloomberg, Factiva, Reuters, and Capital IQ

▪ Provide excel modelling and valuation related activity support to the Lead Analyst

▪ Compilation of information of businesses in the form of news, trends, press releases, product description, new technology,
articles, financial information, content management, news letter or other relevant information

Start-up Exposure
▪ Founding member of Abhyas – an online academic discussion and doubt solving group for the students of the Rajasthan
University – 2009
▪ Successfully ran Tutelage - a business venture offering academic services to the school-going students in Jaipur during the
college years – 2007 to 2010

INTERNSHIPS
Cygnus Business Consulting & Research, Hyderabad Sep’ 2007 – Dec’ 2007
Financial Analyst
▪ Focus on equipping oneself with research & analysis skills and to get exposure to corporate working environment

▪ Conversant with Economy-Industry-Company (E-I-C) framework and Equity Research, which is the base for scores of
business functionalities and divisions
▪ Successfully completed a project on the agro-processed food industry covering the Projections, Valuation, Financial Modelling
and Credit Research of various companies in the industry

Anand Rathi Securities Limited, Jaipur Aug’ 2006 – Sep’ 2006

Trainee
▪ Emphasis on grass-root level understanding of the working of mutual funds from customer solicitation to portfolio management

▪ Learned the basics of the process of identification and allocation of funds within a portfolio

▪ Successfully completed a project on the identification of companies for a mutual fund portfolio depending upon the degree of
risk
 Mobile - +91-9753461487
Shefali Bhatia +91-9994344425
Female, 24 years B-103, Sanghi Residency, Near Manas Bhawan,
shefalibhatia28@yahoo.co.in Wright Town, Jabalpur - 482001

Academic Projects
▪ Attended a two day workshop on Marketing in real life organized by ITC in IIM Indore

▪ Consultancy project for Dinshaw’s Ice Cream Indore with Entrepreneurship and Consultancy Club, IIM Indore

▪ Entry strategy for a FMCG Company into the Detergent and Washing Powders segment as part of Marketing for FMCG
Products Module
▪ Seasonality analysis of Sensex to determine the applicability of “January effect” and the “Tax loss selling hypothesis” as
part of Business Forecasting Module
▪ Analysis of the Organized Retail Segment in India with Focus on Shopper’s Stop as part of Strategic Planning Module

▪ Study of the Positioning and Brand Evolution of Colgate Dental Cream in India as part of Brand Management Module

AWARDS AND ACHIEVEMENTS

▪ Honour conferred upon by Sh. Ashok Gehlot, honourable Chief Minister, Rajasthan for a charity show for underprivileged
children
▪ Represented Jaipur in district level Cricket and Badminton

▪ Awarded as the best dancer at College level in the year 2002-03

CERTIFICATIONS
▪ A number of Certificates in Financial Market organized by NSE (NCFM) in

⬥ Derivatives Market

⬥ Capital Market

⬥ Commodities Market

⬥ NSDL

⬥ Mutual Funds Market

⬥ Securities Market

▪ Certified course in Financial Management, PIE, Jaipur

EXTRACURRICULAR ACTIVITIES
▪ Associated with Jagrati Sansthan, an NGO working for the creation of awareness and facilitation of education prospects
among rural people and among unaware people, since Dec’ 2007
▪ Theatre Activities as an actor, assistant director, and choreographer with Jawahar kala Kendra, the largest theatre in
Rajasthan
▪ Working as a free-lance Voice-over artist for Bhaskar TV; Radio jockeyed for Yuva-Vani, a program on radio

▪ Worked as a Brand promoter at Shoppers stop and done tele-marketing for ITC Wills Lifestyle

▪ Hiking sprees as member of the Youth Hostel Association of India

HOBBIES AND INTERESTS

▪ Singing

▪ Drawing Caricatures

▪ Theatrics and drama

▪ Analysis of Business models of various companies

▪ Reading psychological/motivational Novels