---
title: "Shreya Mundada - Investor relations executive in Bengaluru | Tal"
description: "Meet Shreya Mundada, CFA Level 3 Candidate | B.com, Christ University’26 | Financial Modeling & Valuations. based in Bengaluru. AI stack includes claude, meta, and notebooklm."
image: "https://tal.club/meet/shreya-mundada/share-image"
---

# Shreya Mundada on Tal

## Headline

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

## About

Numbers tell stories and I've built a career around learning to read them\. I'm a final\-year BCom \(Accountancy &amp; Taxation\) 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 &amp; 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&amp;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&amp;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

[View the original profile](https://tal.club/meet/shreya-mundada)

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