---
title: "Neetesh Velankar - Associate in Greater Gwalior Area | Tal"
description: "Meet Neetesh Velankar, “Financial Analyst | M&A Advisory | DCF & Valuation | Investment Banking | Ameriprise Financial | NISM Certified” based in Greater Gwalior Area."
image: "https://tal.club/meet/neetesh/share-image"
---

# Neetesh Velankar on Tal

## Headline

“Financial Analyst \| M&A Advisory \| DCF & Valuation \| Investment Banking \| Ameriprise Financial \| NISM Certified”

## About

Financial Analyst with 2\+ years of experience in financial analysis, investment reporting, and portfolio management at Ameriprise Financial\. Hands\-on expertise in M&A financial modeling, DCF & comparable company valuations, information memorandums, and deal execution support through investment banking internships\. Core strengths: 3\-statement financial models \| IRR & sensitivity analysis \| investor collateral preparation \| due diligence \| industry & market research Certified in Financial Modeling & Advanced Valuation, Equity Research \(NISM XV\), and Mutual Fund Distribution \(NISM VA\)\. MBA Finance from MITS Gwalior\. Open to Investment Banking, M&A Advisory, and Financial Analysis roles in Gurugram/Delhi NCR\.

## Location

Greater Gwalior Area

## Work experience

Associate at Ameriprise Financial Services, LLC, Mar 2024 \- Present · 2 yrs 4 mos, Gurugram, Haryana, India

Business Management Analyst at Ameriprise Financial Services, LLC, Mar 2024 \- Present · 2 yrs 4 mos, Managed and updated portfolio details for annuity/insurance products, ensuring accuracy in client and fund\-level reporting data\. Prepared investor\-specific bespoke reporting templates and quarterly reports by consolidating financial and operational data from internal systems\. Analyzed fund and portfolio performance by reviewing cash flows, financial statements, and operational KPIs to support senior management decisions\. Conducted data reconciliation across multiple databases \(E\- Workflow, Oracle, MIS\) to ensure data accuracy for reporting and compliance\. Coordinated with cross\-functional teams to gather inputs and collaborated with stakeholders for timely delivery of reports\. Utilized Advanced Excel, MS Access, and reporting tools to automate recurring processes, improve reporting efficiency, and maintain data quality\.

Instructor at commerce point classes, May 2019 \- Jan 2024 · 4 yrs 9 mos, Gwalior, Madhya Pradesh, India

Revenue assurance intern at Sunstone, Aug 2023 \- Oct 2023 · 3 mos, Gurugram, Haryana, India

Financial Analyst Intern at Valutinum Advisory, May 2023 \- Aug 2023 · 4 mos, Remote

## Education

Master of Business Administration \- MBA, Banking, Corporate, Finance, and Securities Law, Madhav Institute of Technology and Science, Gwalior

Bachelor of Commerce, Accounting and Finance, Jiwaji University

[View the original profile](https://tal.club/meet/neetesh)

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