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Find professionals and candidates http httpsKhushi Patidar

Khushi Patidar

Finance graduate with hands-on experience in equity research, financial statement analysis, and client portfolio management

Talent

AhmedabadMember since July 15, 2026

Financial ModellingValuation (DCF, Comparable Company Analysis, Precedent Transactions)Financial Statement AnalysisEquity ResearchBudgeting & ForecastingMS ExcelWordPowerPointPower BITime ManagementCommunicationDetail-OrientedCross-Team Collaboration

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Financial ModellingValuation (DCF, Comparable Company Analysis, Precedent Transactions)Financial Statement AnalysisEquity ResearchBudgeting & Forecasting

About

Finance graduate with hands-on experience in equity research, financial statement analysis, and client portfolio management, seeking to bring analytical rigor and Excel-based modelling skills to an FP&A / financial planning role. Strong academic foundation in budgeting, forecasting, and valuation, combined with practical exposure to investor research and risk management during an investment banking internship.

Experience

Investment Banking Intern - Motilal Oswal Financial Services

(2025-05 - 2025-08)

Reviewed financial statements and prepared basic financial reporting, including P&L, gross margins, and profitability analysis for client portfolios.
Analyzed equity markets and delivered detailed advisory support to clients, translating research into clear, actionable recommendations.
Managed and maintained a portfolio of 1,000+ clients, ensuring budget holders understood financial information and addressing follow-up questions.
Supported the firm's risk management process, contributing to the identification and tracking of portfolio-level risk factors.

Education

Master of Business Administration - Finance - Surendranagar University (2024-08 - 2026-06)

Bachelor of Business Administration - Finance - Parul University (2021-08 - 2024-04)

Skills

financial statement analysisand client portfolio management

Reviews

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