Headline

CFA Level 3 Candidate | B.com, Christ University’26 | Financial Modeling & Valuations.

About

Numbers tell stories and I've built a career around learning to read them. I'm a final-year BCom (Accountancy & Taxation) student at CHRIST University, Bangalore, and a CFA Level II qualifier (first attempt) with strong foundation in equity research, financial modeling, valuation, and portfolio analysis. Here's what I've worked on: Built a full financial model for ITC Ltd. covering 3-statement analysis, ratio analysis, DCF valuation & Relative valuation. Conducted multi-sector equity research and portfolio construction at Outlook Publishing, analysing risk-return profiles and identifying investment opportunities. I combine strong technical skills like DCF, 3-statement modeling, Bloomberg BMC, Advanced Excel with the communication ability to present complex ideas clearly to any audience. Investment Banking, Equity Research, or M&A is the destination. 📩 Open to internships and full-time opportunities - shreyamundada10@gmail.com

Location

Bengaluru

AI stack

claude

meta

notebooklm

Work experience

Investor relations executive at Wint Wealth, Jun 2026 - Present · 5 mos, Bengaluru, Karnataka, India

Finance Intern at Outlook Publishing (India) Pvt. Ltd., Apr 2025 - Jun 2025 · 3 mos, India, Conducted equity research and stock analysis across multiple sectors, shaping findings into structured investment reports to support portfolio decision-making. Built investment portfolios by evaluating risk-return profiles and recommending positions grounded in fundamental analysis. Executed market research and financial surveys to identify emerging investment themes and sector-level opportunities. Designed an EMI-based subscription pricing model, applying financial structuring concepts to a real revenue optimisation problem.

Financial literacy program trainer at Christ University, Bangalore, Dec 2024 - Jun 2025 · 7 mos, Christ University, Selected from the BCom cohort to design and deliver finance education to non-commerce undergraduate students. Strengthened presentation, curriculum design, and communication skills through repeated live delivery and student Q&A

Derivatives Analyst at Wall Street Society, Jul 2024 - Jun 2025 · 1 yr

Intern at Need Base India, Jul 2024 - Oct 2024 · 4 mos, Bengaluru, Karnataka, India, Delivered structured financial literacy sessions to underprivileged youth as part of a service-learning initiative, covering budgeting, savings, and basic investment concepts. Developed adaptability and grassroots communication skills working in resource-constrained, high-impact environments

Education

Bcom Honours, Accounting and taxation, Christ University, Bangalore

Std 10th, Podar International School - India