Rishikesh mahajan
@rishikeshmahajan
MBA Finance professional delivering valuation modeling and wealth management insights.
IndiaWhat I'm looking for
I’m an MBA (Finance) professional with a strong background in Transaction Advisory and Wealth Management. I support investment decisions through financial modeling, valuation analysis, and detailed due diligence.
In my Transaction Advisory Intern role at Plutus Business Advisory, I executed valuation modeling and analyzed 25+ financial statements to identify risks and growth opportunities in complex transactions. I also delivered accurate due diligence outputs by leveraging advanced Excel and cross-functional collaboration.
As a Wealth Management Associate at Balaji Consultancy, I conduct risk assessments and valuation modeling across 10+ financial profiles to align asset allocation with strategic investment goals. I’m driven by precise, data-driven reporting and I aim to bring critical thinking, negotiation support, and portfolio strategy focus to high-impact advisory work.
Experience
Work history, roles, and key accomplishments
Wealth Management Associate
Balaji Consultancy
Conducted risk assessments and valuation modeling across 10+ financial profiles to align asset allocations with strategic investment goals. Delivered due diligence and financial reports using advanced Excel to support high-impact advisory work for diverse portfolios.
Transaction Advisory Intern
Plutus Business Advisory
Executed valuation modeling and analyzed 25+ financial statements to identify risks and growth opportunities in complex transactions. Produced due diligence outputs and accurate financial reports using advanced Excel and cross-functional collaboration.
Education
Degrees, certifications, and relevant coursework
Sant Gadge Baba Amravati University
Bachelor of Commerce, Commerce
2018 - 2021
Completed a Bachelor of Commerce degree at Sant Gadge Baba Amravati University from 2018 to 2021.
Narsee Monjee Institute of Management Studies (NMIMS)
Diploma in Business Management, Business Management
Completed a Diploma in Business Management at NMIMS in Mumbai.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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