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Yug Bhagat

Associate at AssetPlus | Financial Modeling | Python for Finance | Bullion Trading Intern

Bengaluru

2+ years of work experience

AssetPlus
Apr 20267 mosPresent

Chennai, Tamil Nadu, India

Managed a portfolio of 500+ Mutual Fund Distributors, driving partner onboarding, relationship management, and business growth. - Contributed to 8-figure business generation, including identification and conversion of high-value AUM opportunities. - Partnered with MFDs to scale their distribution business, improve platform adoption, and unlock incremental AUM. - Led cross-functional coordination across onboarding and operations to ensure seamless partner activation and execution. - Built and managed strategic distributor relationships, acting as a key business partner throughout the growth lifecycle.
Wall Street Society
Jul 20259 mosMar 2026

Bengaluru, Karnataka, India

Apr 20253 mosJun 2025

Chennai

Analyzed hedging strategies using MCX derivatives to mitigate price fluctuation risks in physical bullion trades, contributing to the firm’s risk management process. Performed exception analysis of financial data across multiple ledgers to ensure accuracy in daily transaction records. Assisted with time-sensitive financial operations supporting wholesale and retail divisions in the high-value commodities sector.
DEPARTMENT OF COMMERCE, CHRIST UNIVERSITY
Feb 20252 mosMar 2025

Bengaluru, Karnataka, India

DEPARTMENT OF COMMERCE, CHRIST UNIVERSITY
Jan 20251 yr 3 mosMar 2026

DEPARTMENT OF COMMERCE, CHRIST UNIVERSITY
Jan 20253 mosMar 2025

Bengaluru, Karnataka, India

Aug 20236 mosJan 2024

Bengaluru, Karnataka, India

Launched, BNinja - a business to analyze small businesses with growth strategies; hired a team of 20+ freelancers; grew client’s business revenue by 50-100%. ● Conducted cold emailing campaigns to attract potential clients, achieving a 25+ client milestone. ● Collaborated with local organizations to implement a referral network for small businesses, this initiative generated a consistent stream of new clients, contributing to a 30% increase in client acquisition rates. ● Identified steps to reduce client churn rates by 10%. ● Presented Qualitative and Quantitative Analysis to clients.

Yug’s AI Stack

claude
claude
gemini
gemini
notebooklm
notebooklm
openai
openai
perplexity
perplexity
ChatGPT
ChatGPT

Education

Christ University, Bangalore

Bachelor of Commerce - BCom Finance & Investment, Finance and Financial Management Services

Christ University, Bangalore

20233 yrs2026

Business/Commerce, General

Sherwood Hall Senior Secondary School - India

20212 yrs2023

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Headline

Associate at AssetPlus | Financial Modeling | Python for Finance | Bullion Trading Intern

About

(Been a while since updated this section.) I am a final-year Finance and Investment undergraduate focused on financial modeling, capital markets, and data-driven business decision-making. During my internship at Navkar Silver, a bullion trading firm, I gained practical exposure to commodity pricing, derivatives markets, and trade execution dynamics. I analyzed daily market movements, observed risk management practices, and understood how pricing inefficiencies impact profitability in physical trading businesses. Beyond academics, I have built multiple financial models, including Discounted Cash Flow (DCF) valuation models, to evaluate company performance and intrinsic value. My technical toolkit includes Advanced MS Excel, Power BI for business analytics, Python for financial applications, Tally Prime for accounting workflows, PowerPoint for Presentations and more. As the founder of BNINJA, a consulting and freelancing service provider, I worked directly with small businesses to improve outreach processes and operational efficiency. I am particularly interested in roles across investment banking, equity research, financial analysis, and consulting where structured thinking, automation, and capital allocation decisions create measurable business impact.

Location

Bengaluru

AI stack

claude

gemini

notebooklm

openai

perplexity

ChatGPT

Work experience

Associate at AssetPlus, Apr 2026 - Present · 7 mos, Chennai, Tamil Nadu, India, Managed a portfolio of 500+ Mutual Fund Distributors, driving partner onboarding, relationship management, and business growth. - Contributed to 8-figure business generation, including identification and conversion of high-value AUM opportunities. - Partnered with MFDs to scale their distribution business, improve platform adoption, and unlock incremental AUM. - Led cross-functional coordination across onboarding and operations to ensure seamless partner activation and execution. - Built and managed strategic distributor relationships, acting as a key business partner throughout the growth lifecycle.

Senior Analyst at Wall Street Society, Jul 2025 - Mar 2026 · 9 mos, Bengaluru, Karnataka, India

Finance Intern at NAVKAR SILVER, Apr 2025 - Jun 2025 · 3 mos, Chennai, Analyzed hedging strategies using MCX derivatives to mitigate price fluctuation risks in physical bullion trades, contributing to the firm’s risk management process. Performed exception analysis of financial data across multiple ledgers to ensure accuracy in daily transaction records. Assisted with time-sensitive financial operations supporting wholesale and retail divisions in the high-value commodities sector.

Board of Studies at DEPARTMENT OF COMMERCE, CHRIST UNIVERSITY, Feb 2025 - Mar 2025 · 2 mos, Bengaluru, Karnataka, India

Core Committee at DEPARTMENT OF COMMERCE, CHRIST UNIVERSITY, Jan 2025 - Mar 2026 · 1 yr 3 mos

Audit Team at DEPARTMENT OF COMMERCE, CHRIST UNIVERSITY, Jan 2025 - Mar 2025 · 3 mos, Bengaluru, Karnataka, India

Founder at BNinja, Aug 2023 - Jan 2024 · 6 mos, Bengaluru, Karnataka, India, Launched, BNinja - a business to analyze small businesses with growth strategies; hired a team of 20+ freelancers; grew client’s business revenue by 50-100%. ● Conducted cold emailing campaigns to attract potential clients, achieving a 25+ client milestone. ● Collaborated with local organizations to implement a referral network for small businesses, this initiative generated a consistent stream of new clients, contributing to a 30% increase in client acquisition rates. ● Identified steps to reduce client churn rates by 10%. ● Presented Qualitative and Quantitative Analysis to clients.

Education

Bachelor of Commerce - BCom Finance & Investment, Finance and Financial Management Services, Christ University, Bangalore

Business/Commerce, General, Sherwood Hall Senior Secondary School - India