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Varsha Kothari

@varshakothari

Investment banking executive at Sumedha Fiscal Services, assisting with debt financing and financial models.

India
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At Sumedha Fiscal Services Limited, I assist with loan syndication and debt financing for corporate and project finance requirements. I prepare and analyze Detailed Project Reports, Techno-Economic Viability reports, and credit proposals.

I also develop and review financial models covering projected financial statements, term loans, and DSCR analysis. I assist with structuring debt solutions and coordinate with clients, promoters, banks, and financial institutions through financing and due diligence.

Previously, as Head of Operations at Prime Industries, I led sales and supply chain, expanding the customer base by 20%. I also handled accounting entries in Tally and inventory management. I cleared CFA Levels I, II, and III, with a top 10 percentile global result in Level II.

Experience

Work history, roles, and key accomplishments

SL
Current

Senior Executive, Investment Banking

Sumedha Fiscal Services Limited

May 2026 - Present (5 months)

Assisting in loan syndication and debt financing transactions for corporate and project finance requirements. Preparing and analyzing Detailed Project Reports (DPRs), Techno-Economic Viability (TEV), and credit proposals for financing institutions and banks.

CC

Associate Intern

Chaturvedi & Co.

May 2022 - Aug 2022 (3 months)

Conducted detailed financial analysis by reviewing financial documents, identifying discrepancies, and ensuring compliance with relevant accounting standards and regulatory requirements. Maintained the accuracy and integrity of financial statements by reconciling accounts, verifying transactions, and assisting in the preparation of reports for internal and external shareholders.

Education

Degrees, certifications, and relevant coursework

JI

J.D. Birla Institute

Bachelor of Commerce (Hons), Commerce

2019 - 2022

Grade: 9.19/10

Completed B.Com (Hons) with a CGPA of 9.19/10, ranking in the top 10 of the Department of Commerce.

MV

Mahadevi Birla Shishu Vihar

Indian School Certificate (ISC), General Studies

2017 - 2019

Grade: 90%

Completed ISC (Class XII) with 90% and received the Certificate of General Proficiency.

CFA Institute logoCI

CFA Institute

Chartered Financial Analyst, Finance

Cleared CFA Level 1 in May 2023, Level 2 in May 2024, and Level 3 in August 2025.

MV

Mahadevi Birla Shishu Vihar

Indian Certificate of Secondary Education (ICSE), General Studies

2005 - 2017

Grade: 89.5%

Completed ICSE (Class X) with 89.5% and was awarded the Certificate of Merit.

Tech stack

Software and tools used professionally

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