Premal Patel

PREMAL SANJAYKUMAR PATEL CFA level 2 candidate | 2021 Board CFAI M.S.U. Baroda GSEB GSEB Financial Assistant Dhruvil Gandhi & Associates AtliQ Technologies Aug ’20 – Nov’20 Finlatics Apr ’20 – June’20 Indian Oil Corporation Limited May ’17 – June ‘17 National Stock Exchange-NSE Financial Valuation Investment Banking Poetry Published Trekking Social service Counselling Contact Number Email Address Educational Background Degree Institute % / CGPA Year CFA Level 1 CFA Institute Passed 2019 B.E. Electronics Faculty of Technology & Engineering 3.27/4 2018 Class XII Parth School 78.92% 2014 Class X Ambe School 92.20% 2012 Work Experience June ’18 – Feb ‘20 • Prepared Statistical, Financial, and Accounting reports for engineering and manufacturing firms • Completed Cost Analysis for various clients which resulted in better project planning. • Learned accounting software ‘Tally’ and maintained various accounts using Tally • Assisted Charter Accountant in completion of various Audits for clients Internships • Responsible for data crunching and cost analysis of various technologies used in software development industry • Worked on cost analysis and prepared feasibility report for 15 new projects and 6 existing projects in software development department • Created digital content and developed roadmap for significant improvement in viewer engagement and organic growth • Awarded “Best 10% of Porfolio Management Performances” in Finlatics Financial Markets Experience Program - Gold • Entrusted to handle real time stocks portfolio using Artificial Intelligence • Carried out equity research for various companies in banking and pharmaceutical sectors • Worked with Instrumentation and Maintenance Officer in Hydrocracker Department, and Utilities • Understood the mechanism of distributed Control System and SCADA System • Understood various Parameters like Pressure, Temperature, Vibration, humidity etc. Certificate Courses • NSE’s Certification in Financial Market Financial market module BY NSE • Scored 88/100 in finance market module exam in December 2018 • Completed certificate course of ‘Introduction to Finance, Account, Modelling and valuation’ in Jan ’19 from udemy platform • Completed certificate course of ‘The complete Investment banking’ in Jan ’19 from udemy platform Extra-Curricular Activities • Co-authored a Hindi Poetry book ‘Safarnama’ (vol 1) published by Oxigle ventures • Completed National Himalayan Trekking cum Training expedition DEO TIBBA BY YHAI • Initiated ‘Tobacco Free’ campus drive at MSU under ‘Sanidhya’-awareness for society’ • Conducted Market research project for on-call private ambulance service to hospitals • Guided Students on leadership & Personality development during Gujarat Student Parliament - 2015 Contact Details • - •-• C-255, Sandalwood Society, Nr. Vrajdham Temple, Manjalpur, Vadodara – 390011