Shrinivas Sunil Katkar

MBA Finance Technology graduate with strong academic credentials (CGPA 8.34/10) and practical exposure in investment products, financial analysis, budgeting, financial reporting, and stakeholder management. Demonstrated ability to analyse financial information, support investment decisions, conduct business research, and develop analytical insights through internships and research projects. Proficient in Microsoft Excel, SPSS and Python with a strong interest in Sponsor Finance, Leveraged Finance, Corporate Banking, Credit Analysis and Investment Banking.

Finance Executive Trainee - Smart Grow Capital Ltd.

(2025-06 - 2025-08)

• Assisted in client onboarding and investment account activation for retail investors.
• Evaluated investment products including Mutual Funds and SIPs based on customer objectives.
• Supported financial documentation, reporting and portfolio-related activities.
• Worked closely with senior professionals during investment execution and client servicing.
• Strengthened understanding of investment products, financial markets and wealth management.

Finance & Operations Intern - Ratnatray Ayur Pharma Ltd.

(2024-02 - 2024-03)

• Coordinated between finance and operations departments for budgeting and reporting.
• Assisted in budget preparation, resource planning and financial documentation.
• Monitored departmental reports and supported operational finance activities.
• Collaborated with cross-functional teams to improve workflow efficiency.

MBA - Finance Technology - MIT College of Management, Pune (2024 - 2026)

Bachelor of Business Administration - Vivekanand College, Kolhapur (2021 - 2024)