Ayush Nautiyal

INVESTMENT BANKING PROFESSIONAL

Nautiyalayush67@gmail.com | +91-7906435061

SUMMARY
As an Investment Banking professional, I have honed a robust skill set in Private Equity, Financial Modelling, Strategic Consulting, valuations,
and mergers & acquisitions. My expertise extends to conducting thorough due diligence, performing in-depth equity research, and managing
securitized portfolio transactions. I am proficient in delivering Financial Consultancy and providing strategic investment recommendations.
Tracked pre and post-disbursement documents, and monitored financial statements to determine the degree of risk for wealth
management and financial planning.

EDUCATION
M.B.A (Master of Business Administration) Finance 2024
Dev Bhoomi Uttrakhand University | Dehradun
Bachelor of Computer Application, BCA 2021
Graphic Era Hill University | Dehradun
Intermediate 2018
Guru Nanak Academy | Dehradun

WORK EXPERIENCE
April 2024- Present
WiseFinServ | Noida, India
Analyst– Management Trainee
Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that may affect their savings and investments
To review client portfolio in terms of IRR, asset allocation mix, tax efficient returns, & IRR of portfolio vs Sensex/NIFTY/ Blended benchmark.
Deepen the relationship by Cross selling Mutual Fund, FD, Bonds, and other financial Products and Services according to customer needs.
Analyzing information and preparing best asset allocation suited to individual clients' requirements.
Should help clients to assess how aggressive they can be with their investments and the amount of risk they can bear considering the client's long-
and short-term goals, family status, age, employment and expenses.

INTERNSHIP EXPERIENCE
Equivaluesearch as Interns | Remote June 2023- August 2023
Interns - Financial Modeling and Pitch Deck
Developed detailed investment analysis, created pitch deck and financial modeling and to evaluate various ways to raise capital.
Developed financial models and performed trend analysis of yearly revenue.

PROJECT MANAGED
Comprehensive Valuation Analysis of Nestlé India: Determining Stock Value with Advanced Valuation Techniques
Involved in end-to-end preparation of Pitch book, Company Profiles including one-pagers and strip profiles, and Industry landscape pages.
Developed Valuations as well as created and analyzed various financial models and conducted financing, benchmarking, and Performa analysis.
Maintained various Trading and Transactions comp set across multiple industries across FMCG and Textile.
Achieved a remarkable 95% ROE with a 16% operating profit and 1.89x asset pricing profit.
Generated DCF valuation indicating a striking 3x lower valuation compared to the current stock price
Used various Databases such as Capital IQ, Screener in daily tasks.
Technical Stock Analysis and Risk Management of Stock in India
Analyze Indian stocks to determine optimal entry/exit points, manage risk, and set trade targets.
Use moving averages (SMA and EMA), Gann theory, volume analysis, and chart patterns to assess trends and identify trading opportunities.
Implement a trade validation checklist, set precise stop-loss levels, and establish realistic profit targets.

CORE SKILLS
Investment Banking, Private Equity, Mergers & Acquisitions, Research Analyst, Valuation, Financial Ratio Analysis, Due Diligence,
Stakeholder Management, Portfolio Management, and Financial Modelling/Analysis.

CERTIFICATIONS
NISM Research Analyst XV 2024' NISM
NISM Equity and Derivatives 2024' NISM
Financial Modelling Certificate 2024’ The Valuation School
Technical Analysis 2024’ The Valuation School