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Vishwa Kariyappanavar

Investment Analyst | Financial Modelling | DCF Valuation | Comparable Company Analysis | Financial Statement Analysis

Bengaluru

1+ year of work experience

UTI Mutual Fund
May 20255 mosSep 2025

Bengaluru, Karnataka, India

1. Assisted in portfolio analysis and evaluation of mutual fund schemes to support client investment decisions. 2. Gained hands-on exposure to financial markets, fund performance tracking, and risk assessment. 3. Supported KYC compliance, ensuring accurate client documentation and regulatory adherence. 4. Participated in client pitching and advisory meetings, presenting investment solutions and recommendations. 5. Visited multiple banks and financial institutions to understand client requirements and expand outreach. 6. Enhanced skills in data analysis, financial research, and reporting, contributing to actionable market insights.
MSSV & Co, Chartered Accountants
Sep 202310 mosJun 2024

Bengaluru, Karnataka, India

1. Assisted in statutory audits for clients, ensuring compliance with accounting standards. 2. Conducted stock audits, verifying inventory accuracy and reconciling discrepancies. 3. Prepared and processed TDS-related documentation as part of compliance procedures. 4. Supported day-to-day office tasks, including audit schedules, documentation, and data management. 5. Gained practical exposure to audit procedures, internal controls, and financial reporting.

Education

Dayananda Sagar Business School

PGDM, Finance

Dayananda Sagar Business School

20242 yrs2026
St. Francis College

Bachelor of Commerce - BCom, Finance, General

St. Francis College

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Headline

Investment Analyst | Financial Modelling | DCF Valuation | Comparable Company Analysis | Financial Statement Analysis

About

"Financial Modeling and Valuation Expert with a Passion for Precision As a financial modelling and valuation specialist, I am driven by a deep fascination with financial analysis and a commitment to uncovering the true value of businesses. My journey began with a foundational education in finance, where I developed a keen analytical mind and an eye for detail. It wasn't long before I discovered my passion for financial modelling and valuation, a field that perfectly blends my analytical skills with my love for numbers. Throughout my career, I've focused on financial statement analysis, valuation methods, and industry trends. I thrive on the challenge of constructing robust financial models that provide actionable insights and support strategic decision-making. Whether it's conducting discounted cash flow (DCF) analysis, comparable company analysis, or precedent transaction analysis, I take pride in delivering accurate and comprehensive valuations that inform key financial decisions. My expertise spans a wide range of industries, including technology, healthcare, consumer goods, and industrials. This diverse experience has equipped me with a broad perspective and the ability to adapt my analysis to various market dynamics. I excel in using advanced Excel techniques, financial databases like Capital IQ, and other analytical tools to gather, interpret, and present complex financial data clearly and concisely. I am passionate about continuous learning and staying ahead of the curve in an ever-evolving financial landscape. This drive keeps me up-to-date with the latest industry trends, regulatory changes, and emerging valuation techniques. My goal is to provide high-quality, objective analysis that helps clients and stakeholders make informed financial decisions with confidence. If you're looking for a financial modelling and valuation expert who combines deep analytical expertise with a genuine passion for finance, I'd be delighted to discuss how I can contribute to your success. Let's connect and explore how we can uncover value together!"

Location

Bengaluru

Work experience

Internship Trainee at UTI Mutual Fund, May 2025 - Sep 2025 · 5 mos, Bengaluru, Karnataka, India, 1. Assisted in portfolio analysis and evaluation of mutual fund schemes to support client investment decisions. 2. Gained hands-on exposure to financial markets, fund performance tracking, and risk assessment. 3. Supported KYC compliance, ensuring accurate client documentation and regulatory adherence. 4. Participated in client pitching and advisory meetings, presenting investment solutions and recommendations. 5. Visited multiple banks and financial institutions to understand client requirements and expand outreach. 6. Enhanced skills in data analysis, financial research, and reporting, contributing to actionable market insights.

Intern at MSSV & Co, Chartered Accountants, Sep 2023 - Jun 2024 · 10 mos, Bengaluru, Karnataka, India, 1. Assisted in statutory audits for clients, ensuring compliance with accounting standards. 2. Conducted stock audits, verifying inventory accuracy and reconciling discrepancies. 3. Prepared and processed TDS-related documentation as part of compliance procedures. 4. Supported day-to-day office tasks, including audit schedules, documentation, and data management. 5. Gained practical exposure to audit procedures, internal controls, and financial reporting.

Education

PGDM, Finance, Dayananda Sagar Business School

Bachelor of Commerce - BCom, Finance, General, St. Francis College