Yash Tewatia

Conduct institutional due diligence assessments and credit evaluations for corporate clients Prepare SALESFI (order book financing) credit assessment reports supporting sanction and approval decisions Build financial valuation models, including DCF and comparable company analysis, to support investment recommendations

Investment Banking Analyst Intern at Cosmos Investfi Asset Management LLP (Cosmos Financial Group) (2026-04 – Present)

• Conduct institutional due diligence assessments and credit evaluations for corporate clients
• Prepare SALESFI (order book financing) credit assessment reports supporting sanction and approval decisions
• Build financial valuation models, including DCF and comparable company analysis, to support investment recommendations
• Draft equity research reports and sector analyses for internal and client-facing use

Equity Advisor at Motilal Oswal Financial Services Limited (2025-10 – 2026-04)

• Generated brokerage revenue by advising clients on equities, derivatives, and mutual fund investments aligned with their risk profile
• Conducted fundamental and technical research on stocks to identify actionable ideas and drive client trading volumes
• Facilitated client derivatives (F&O) trading, explaining strategy rationale and risk exposure
• Guide clients on equity products including cash equities, derivatives, and SIP-based mutual funds
• Ensure compliance with SEBI regulations and internal standards across all advisory activities

MIS Executive at Sai Prefix India Pvt Ltd (2024-06 – 2025-06)

• Developed and maintained daily, weekly, and monthly MIS reports on loan recovery performance and overdue accounts
• Analyzed collection trends, monitored recovery progress, and identified process improvement areas
• Designed data dashboards and visual reports to facilitate easy understanding of performance metrics

Master of Business Administration in Finance – J.C. Bose YMCA University (2024)

Bachelor of Business Administration – Maharshi Dayanand University (MDU) (2021 – 2024)

Class XII – HBSE (2017 – 2017)

Class X – HBSE (2020 – 2020)