Sayali Ghatage

Enthusiastic financial services professional with strong experience in wealth management, capital markets, and investment advisory. Adept at financial planning, retirement strategies, and portfolio management. Proven ability to analyze financial statements, identify investment opportunities, and manage client relationships to achieve financial goals. Well-versed in risk assessment, financial modeling, and conducting market research.

Financial Content Writer (Freelancer) - Self-Employed - Remote

(2024-06)

• Conducting market research and simplifying complex financial concepts for readers
• Creating content on stock market trends, investment strategies, and financial planning
• Writing finance and capital market related articles, blogs, and research-based content

Financial Advisor - Profitmart Advisory - Pune

(2020-01 - 2024-02)

• Managed investment portfolios based on client risk profiles and financial goals
• Conducted workshops on capital markets (technical and fundamental analysis)
• Analyzed company financials using key metrics: P/E ratio, EPS, cash flow, and more
• Developed financial models for forecasts and investment analysis
• Prepared monthly and quarterly financial performance reports
• Attended quarterly earnings calls for market research
• Provided recommendations on stock investments based on research
• Evaluated capital structures and funding options

Finance Trainee - Mudrabiz Financial Institution - Pune

(2019-07 - 2020-01)

• Researched short- and long-term stock opportunities
• Managed investor funds with performance tracking
• Maintained communication with brokers and shareholders
• Conducted online trading and performance monitoring
• Assisted in compiling financial forecasts and investment reports

CA Article Assistant - Khire-Khandekar Kirloskar - Sangli

(2016-06 - 2017-11)

• Handled tax compliance: TDS/TCS, GST, and income tax filings
• Assisted in statutory audits and tax audits
• Conducted data analytics and provided management insights
• Analyzed financial statements for individuals and corporations
• Computed taxes based on relevant laws and regulations

Master of Commerce - Commerce - Shivaji University (2018)

Bachelor of Commerce - Commerce - G.A. Commerce College, Shivaji University (2016)