Open to opportunities

Raghvendra Lohia

@raghvendralohia

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Finance professional specializing in valuation, financial modeling, and portfolio analysis.

India

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What I'm looking for

I seek finance roles focused on valuation, portfolio management or transaction advisory where I can apply modeling skills, drive data-led decisions, and grow into senior analytical responsibilities.

I am a finance professional with hands-on experience in valuation, financial modeling, portfolio analysis, and business advisory, built through internships and roles across fintech, advisory, and trading firms. I have engineered automated Excel dashboards, valued mutual funds and equities using DCF, NAV and CAPM, and supported deal structuring with scenario-based forecasts.

My background includes managing client accounts and compliance with Tally ERP 9, conducting market and regulatory analysis, and benchmarking valuations across industries to support negotiations and investment decisions. I have also led outreach and small teams, improving customer satisfaction and conversion through targeted processes.

I hold an MMS-BF and have completed multiple finance certifications and courses including Corporate Finance Fundamentals and Financial Modelling, and I continually refine technical skills in Excel, Power BI, Python and SPSS to deliver data-driven insights and reliable financial recommendations.

Experience

Work history, roles, and key accomplishments

Portfolio Management Intern

Krishank Fintech Services LLP

Apr 2025 - Jun 2025 (2 months)

Built 12+ automated Excel dashboards and forecasting models to speed reporting by 35%, and valued 25+ mutual funds and 100+ equities using DCF, NAV, CAPM and financial statement analysis.

Financial Modeling CAPM Excel Valuation Financial Statement Analysis Dashboarding

Transaction Advisory Intern

Plutus Business Advisory

Apr 2025 - Jun 2025 (2 months)

Modeled DCF, comparables, and precedent transactions for SME clients across multiple scenarios, conducted sensitivity and relative valuation analyses, and benchmarked valuations across industries to support deal negotiations.

Comparables Sensitivity Analysis Valuation Financial Modeling Benchmarking

Assistant Manager

Shree Janki Traders

Aug 2023 - Jun 2024 (10 months)

Managed accounts and compliance for 50 clients using Tally ERP 9, conducted regular client visits to identify opportunities, and analyzed market and regulatory factors to inform pricing forecasts.

Account Management Client Relations Market Research Regulatory Reporting MS Excel

Business Development Intern

Skillyfi

Jun 2021 - Jul 2021 (1 month)

Conducted cold outreach to over 2,000 prospects achieving a 22% conversion rate, led a five-member team with daily standups, and resolved customer issues to improve CSAT by 30%.

Business Development Lead Generation Cold Outreach Team Leadership & Customer Success CSAT Communication

Finance Intern

SGGS Finance and Investment Cell

Jan 2021 - Apr 2021 (3 months)

Evaluated financial statements of 15 companies to identify ratio variances and trends, coordinated live projects on capital structure and liquidity, and researched market trends for institutional investment pitches.

Financial Analysis Research Investment Research MS Excel

Education

Degrees, certifications, and relevant coursework

Xavier Institute of Management, Bhubaneswar (XIMB)

Master of Management Studies, Banking & Finance

2024 -

Grade: 7.54 CGPA (as of 2024)

Activities and societies: Shadow Member, Social Responsibility Cell & International Relations Cell

Pursuing MMS (Banking & Finance) at XIMB with coursework and activities focused on finance and investment.

The CFA Institute

CFA Level I (Exam Appeared), Investment Management

2025 - 2025

Appeared for CFA Level I examination in 2025 to strengthen investment and financial analysis skills.

The Aryan International School

Class XII (CBSE), Higher Secondary (Commerce)

2018 - 2019

Grade: 95%

Completed Class XII (CBSE) with high academic performance.

Shivaji College, University of Delhi

Bachelor of Commerce (Pass), Commerce

2017 - 2020

Grade: 73.90%

Activities and societies: Joint Secretary & Public Relations roles in National Service Scheme; Public Relations Executive, Entrepreneurship Development Cell

Completed Bachelor of Commerce (Pass) with a focus on commerce and financial subjects, achieving strong academic results.