"An Investment In Knowledge Always Pays The Best Interest"

Hello There! I'm Prathamesh Kakaria !

Build Your Brand !!

Knowledge Builds Confidence !

I bring 'Value' to People and Projects.

Experienced Financial Analyst with a demonstrated history of working in the financial services industry. Skilled in Management and Leadership. Strong finance professional with a Master of Business Administration (M.B.A.) Finance.

Extremely passionate about networking.

Learner, Goal Oriented, Ambitious, Analytical, Strategic and Hard Working, Dynamic Professional with an extensive background of experience marked by significant accomplishments.Learn, Share and Learn again.

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Home: About

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Financial Advisor at Harvard Business Review (HBR)

It's all about LinkedIn

Foodie...

Home: CV

Personal Profile

Everyday is a new day,so find yourway to renew yourself !!

In Summary:
There is confidence in my voice,
power in my eyes,
enthusiasm in my walk,
optimism in my attitude,
and humbleness in my behavior.

Beauty attracts the eye, but personality captures the heart !!

It was a splendid meeting with the Chairman of Motilal Oswal Group Mr. Raamdeo Agrawal at the conference in Dubai ✨

Motilal -Mr. Raamdeo Agrawal -Conference.jpg

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Professional History

Dedication & Consistency Pays -off

The following is a list of my experiences as a professional in my field. Here you will find a showcase of each of these roles. They were all unique and contributed to both my personal and professional development. In addition to these positions, I’ve also launched a few endeavors of my own, which you can read about below. If you’d like references or additional information for any of these roles, please get in touch.

Currently Associate Financial Syndicate Manager at Oman Insurance Company (in Collaboration with London based Lloyd's Insurance), Dubai

Currently Financial Advisor at Harvard Business Review

Currently Guest Speaker for Forensic Audit and Investments at Universities in Abroad and India

Currently President of Alumni Association @ St. John College of Engineering and Management

Former Financial Analyst at RW Capital Pte Ltd, Singapore

Former Management Assistant at DGM India Pvt. Ltd., Mumbai

Former Financial Analyst at TrackMyKid India Pvt. Ltd , Mumbai

Former Management Trainee at Reliance Infrastructure Limited

Former Academic Counselor at Rustomjee Academy for Global Careers

Former Asst. Professor at Mehernosh Junior College

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Skills

It's about "the presentation"

Analysis of stock market trends
Writing blogs, useful tips on LinkedIn for the potential investors
Looking after every opportunity to help me better understands the investment market
Reading Financial Newspapers

Social- A betterment for Society

- Anand Vruddashram Seva Trust

Learnings by spending time with Old Age People along with my team:

We learn to manage the generation gap between our age and senior citizen

We also learn from them ANT PHILOSOPHY:

Never give up
Look ahead
Stay positive
Do all you can

“ Every suffering one is a picture of GOD,

to serve him is to workship GOD”

(Website: www.anandeldercare.org )

A file created by me CC Analysis to know the "Genuine" Turnover in the account

- A Component of Forensic Audit

Valuation Financial Model-

JSW Steel

Google Finance (Excel File created by Prathamesh Kakaria)

(To view Excel File, click on above link- Google Finance)

Disclaimer: Please note that this file can only be created by using Google Sheets.

Interest Rate Sensitivity

Dynamic Cash Flows

CMA Format -

Auto Calculation of Ratios, Estimates for next 05 years, Fund Flow and Et al.

Home: Feature

Seminars & Article Publications:

Attended A talk on Value Investing @ Singapore
Attended Japan Festival
Attended expo - Indonesian Trade & Investment Exhibition at World Trade Center, Mumbai
Attended Mumbai Entrepreneurs Meet at Bombay Stock Exchange
Published an Article on “Talk Trillions & Impress Everyone” in College Magazine
Attended workshop which was organized by BSE (Bombay Stock Exchange) on “How to Manage Money & Be a Smart Investor”?

07 Years of Experienced in staying Batch/Class Representative (CR) !!!

Management Farewell Speech

Shayari Cum Poem- SJIMR Ki Baat Hi Kuch Aur Hai

Management Teachers Day Speech cum Shayari

Soft Skills

Advance Excel, Research, Networking

Home: CV

Educational Qualification

Being a lifelong learner is a trait that is really important to me, and I know that a good education is not just for the schoolyard. Some lessons were learned in the traditional way, while others I have received from professional mentors, industry professionals and in some cases, friends and family. I’d love the opportunity to talk to you about how my academic background could benefit you, so get in touch.

CFA Institute Investment Program from Chartered Financial Institute, USA

Master of Management Studies (MMS) in Finance Specialization from St. John Institute of Management and Research

Advanced Certificate in Financial Management from Welingkar Institute of Management

Bachelor of Commerce (Audit & Finance) from N.B.Mehta (Valwada) Science College

HSC from Mehernosh Junior College

SSC from Pujya Chitre Guruji English Medium High School

Professional Certifications:

Certification in MATLAB Onramp (Financial Data Language) from MathWorks
Certification in SAP S/4HANA (Finance and Controlling – FICO) from Prym Education
Certification in Financial Modeling and Valuation Analyst (FMVA) from EduPristine
Certification in Economics for Capital Markets from Corporate Finance Institute
Certification in Math Fundamentals for Capital Markets from Corporate Finance Institute
Certification in Analyzing Growth Drivers & Business Risks from Corporate Finance Institute
Excel Crash Course - Advanced Financial Analysis from Corporate Finance Institute
Certification in Bloomberg Essentials from Corporate Finance Institute
Certification in Fundamentals of Credit from Corporate Finance Institute
Certification in Investment Banking from WallStreetMojo
Certification in Corporate Valuation from WallStreetMojo
Certification in Technical Analysis from Zerodha Varsity
Certification in Fundamental Analysis from Zerodha Varsity
Certification in Futures Trading from Zerodha Varsity
Certification in Options Trading from Zerodha Varsity
Certification in Six Sigma Yellow Belt from 6SIGMAstudy
Certification in Bitcoin & Cryptocurrency Technologies from Elearnmarkets