Shekhar Joshi

Experienced finance professional with in-depth expertise in equity analysis, financial consulting and accounting. Excellent skills in financial analysis, investment strategy and M&A execution. Proven track record in preparing comprehensive market analyses and investment recommendations. Skilled in building robust financial models and forecasts to support strategic decision-making.

Self-study / Further Training at Self-study / Further Training (2025-07 – Present)

Intensive exam preparation and professional development

• CFA Level 1 – Intensive exam preparation (exam planned for 2026)
• Financial Modelling: DCF, LBO, M&A Modelling (Online-Certification)
• German: Advancement from B2 to C1, focus on business German
• Python for financial analysis: automating valuation models

Mergers & Acquisitions Intern at Ricco Ventures (2024-11 – 2025-07)

Analysis of market trends and financial data to identify lucrative acquisition targets and creation of financial models

• Analysis of market trends and financial data to identify lucrative acquisition targets
• Forecasting business, industry and economic developments through financial data analysis
• Creation of comprehensive financial models for projecting future economic scenarios
• Continuous professional development on current M&A trends

Financial Adviser at Deutsche Vermögensberatung AG (2023-08 – 2024-12)

Conducting financial analyses and developing tailor-made financial plans

• Conducting financial analyses and developing tailor-made financial plans
• Individual planning of financial strategies in line with clients' objectives and risk profiles

Financial Research & Valuation Projects at Independent & EDUCBA (2019 – 2023)

Developed structured finance articles and project-based analyses covering valuation and corporate finance topics

• Developed structured finance articles and project-based analyses covering valuation and corporate finance topics
• Applied DCF, comparable analysis and forecasting methodologies in practical case scenarios
• Conducted financial statement analysis and sector-based research

Equity Research Analyst at Paul Asset Consultants Pvt Ltd (2018-02 – 2019-07)

Performing detailed share valuations of listed companies and industry analyses

• Performing detailed share valuations of listed companies (bottom-up approach)
• Industry analyses to identify growth opportunities and trends
• Monitoring of companies, peer group comparisons and competitive analyses
• Collaborate with the Head of Research on quarterly updates and investment rationales
• Preparation of research reports with strategic recommendations

CFA Level 1 in Investment & Corporate Finance – CFA Institute (2025-07)

German course (B2) in German Language – IU International University (2025-07)

ACCA Strategic Professional in Strategic Business Reporting, Financial Management – ACCA (2022-12)

MBA Finance & Accounting in Portfolio management, M&A, financial reporting – IU International University (2022 – 2024)

Exec. Program IB & Capital Markets in Investment Banking, Fixed Income, Portfolio Management – IIM Kolkata (2022 – 2023)

Bachelor of Commerce in Accounting, Auditing & Taxation – University of Calcutta (2006 – 2009)