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Nishant RahejaNR
Open to opportunities

Nishant Raheja

@nishantraheja

Finance professional specializing in accounts and wealth management.

India
Message

What I'm looking for

I am looking for a role that fosters growth and allows me to utilize my financial expertise.

I am a finance professional with extensive experience in accounts and wealth management, specializing in financial modeling and risk analysis. I have successfully managed ₹12 Cr AUM, achieving an impressive 42% CAGR through strategic asset allocation and a strong command over financial markets. My expertise lies in portfolio management, regulatory compliance, and client relationship management, which has allowed me to recover over 90% of outstanding payments in just three months.

Throughout my career, I have demonstrated a commitment to improving operational efficiency and financial accuracy. I completed year-end financial statements 30% faster, reduced capital expenditure by 15%, and improved P&L accuracy by 20% using advanced financial tools. My educational background includes a Master's in Finance and HR, along with certifications in financial modeling and investment strategies, which further enhance my analytical capabilities.

I am currently seeking a role in investment research or portfolio management where I can leverage my skills to drive growth and profitability for the organization. I am passionate about utilizing data-driven investment decision-making to optimize financial performance and contribute to the success of my team.

Experience

Work history, roles, and key accomplishments

JL
Current

Portfolio Manager

Jainam Broking Limited

Feb 2024 - Present (2 years 4 months)

In my concurrent role as Portfolio Manager, I managed ₹12 Cr AUM, optimizing strategic asset allocation to achieve a 42% CAGR. I leveraged technical analysis and risk management to enhance investment strategies.

GI
Current

Accounts Manager

GR Agro Industries

Jan 2024 - Present (2 years 5 months)

As an Accounts Manager, I recovered over 90% of outstanding payments in three months by strengthening client relationships. I completed year-end financial statements 30% faster, improving audit efficiency, and reduced capital expenditure by 15% through cost-effective procurement.

CA

Accountant

Chawla & Associates

Jun 2018 - Feb 2020 (1 year 8 months)

As an Accountant, I improved P&L accuracy by 20% using Excel and ensured 100% GST compliance with timely invoicing. I reduced financial discrepancies by 25% through audits and streamlined bookkeeping processes.

Education

Degrees, certifications, and relevant coursework

SU

Swami Vivekananda Subharti University

Master's in Finance, Finance

2020 - 2023

Master's in Finance with advanced knowledge of global financial systems, investment strategies, and market dynamics.

KU

Kumaun University

Bachelor of Commerce, Commerce

Bachelor of Commerce with a focus on corporate finance and macroeconomic analysis.

KU

Kumaun University

LLB, Law

LLB degree providing a strong foundation in legal principles and regulatory compliance.

Tech stack

Software and tools used professionally

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