Pankajj New Delhi India

Pankajj

Finance Management Trainer in Delhi
Location
New Delhi, India
Trainer Since
January, 2009
Financial Modeling & Valuation
Mergers & Acquisitions (M&A)
Security Analysis and Portfolio Management
Business Analysis & Valuation
Equity Research Analyst
Financial Accounting
Wealth Management
Behavioral Finance
Location
New Delhi, India
Trainer Since
January, 2009
Financial Modeling & Valuation
Mergers & Acquisitions (M&A)
Security Analysis and Portfolio Management
Business Analysis & Valuation
Equity Research Analyst
Financial Accounting
Wealth Management
Behavioral Finance

Finance Management Trainer in Delhi

About Pankajj

Pankajj began his Corporate Training journey in 2008, during which he had the opportunity to train aspirants in the finance domain. He has primarily focused on Excel, Financial Valuation & Modeling, Corporate Finance, Securities Analysis & Portfolio Management, Business Valuation & Analysis, Equity Research, Financial Accounting, Financial Management, Fixed Income Securities, Mutual Funds, and Wealth Management. He has trained and mentored over 20,000 enthusiasts on various aspects of finance.

He has 14+ years of corporate and academic experience. He has been a corporate trainer for six top companies in the world. He has also been a guest speaker at various institutes and invited to conferences and seminars to deliver lectures on finance and related topics.

He has a strong background in finance and has been able to impart his knowledge and skills to the students and professionals that he has trained. Pankajj experience in the field of finance and his ability to convey complex concepts in a simple and easy-to-understand manner have made him a sought-after trainer in the industry. He continues to be a respected figure in finance and training and is known for his ability to make finance accessible to anyone.

Pankajj is a Corporate Trainer For

Financial Modeling & Valuation

Training Since:
January, 2009

Mergers & Acquisitions (M&A)

Training Since:
January, 2009

Security Analysis and Portfolio Management

Training Since:
January, 2009

Business Analysis & Valuation

Training Since:
January, 2009

Equity Research Analyst

Training Since:
January, 2009

Financial Accounting

Training Since:
January, 2009

Wealth Management

Training Since:
January, 2009

Behavioral Finance

Training Since:
January, 2009

Work Experience

Wealth Manager

Consultancy :
July, 2009 - March, 2022

Roles & Responsibilities

  • Conducting in-depth financial analysis and developing comprehensive financial plans for clients based on their unique financial goals and risk tolerance
  • Providing expert investment advice and developing investment strategies that align with clients' investment objectives
  • Managing and monitoring investment portfolios on behalf of clients, and making necessary adjustments to ensure they remain aligned with their goals and risk profile
  • Conducting regular reviews of clients' financial plans and portfolios, and recommending changes where necessary to keep them on track
  • Conducting market research and analyzing economic trends to identify opportunities and risks that may impact clients' investments
  • Building and maintaining strong relationships with clients, and providing exceptional customer service to ensure their needs are met
  • Staying up-to-date with changes in tax laws and regulations, and providing clients with tax-efficient investment strategies

Research Associate & Faculty

Financial :
August, 2008 - April, 2012

Roles & Responsibilities

  • Conducting research in financial markets and analyzing data to identify trends and patterns
  • Collaborating with other researchers, faculty members, and industry professionals to design research projects and develop research questions
  • Developing and implementing quantitative models to analyze financial data and predict future trends
  • Writing research papers, reports, and academic articles for publication in peer-reviewed journals and other industry publications
  • Presenting research findings at conferences and other industry events, and participating in panel discussions and other forums to share research insights
  • Teaching courses in finance, economics, and related disciplines at the undergraduate and graduate levels
  • Mentoring students and junior researchers in research methods, data analysis, and other relevant skills
  • Conducting outreach to industry stakeholders, including financial institutions, policymakers, and other organizations, to promote the use of research findings in decision-making
  • Developing and maintaining relationships with industry partners, including financial institutions and other organizations, to support collaborative research efforts

Senior Faculty

Education:
May, 2012 - July, 2014

Roles & Responsibilities

  • Developing and designing the curriculum for financial management courses that meet the latest industry standards and reflect the current trends and best practices in the field

  • Providing instruction and guidance to students in financial management, covering financial planning, analysis, reporting, and control topics

  • Evaluating student performance, providing feedback, and tracking their progress to ensure they meet the learning objectives and achieve their career goals

  • Conducting research in the field of financial management, producing scholarly articles, papers, and other research outputs, and disseminating knowledge to the academic community and industry stakeholders

  • Participating in academic and professional conferences, workshops, and seminars to stay up-to-date with the latest developments in financial management and maintain professional networks

  • Mentoring junior faculty members, providing guidance and support, and fostering a collaborative and collegial work environment

Skills

Equity Research
Strategic Financial Planning
Portfolio Management
Mutual Funds
Investment Management
Wealth Management
Financial Model
Financial Analysis
Capital Market
Risk Management
Investment Advisory
Financial Markets
Relationship Management
Business Strategy
Equity Valuation
Investment Banking
Soft Skills
Financial Planning

Education

Corporate Finance Institute

Finance:
2010-2016

University of Delhi

Accounting and Finance:
2004-2007

Annamali University

Accounting and Finance:
2011-2013

Projects

Posts

Courses

Financial Modeling & Valuation
Mergers & Acquisitions (M&A)
Security Analysis and Portfolio Management
Business Analysis & Valuation
Equity Research Analyst
Financial Accounting
Wealth Management
Behavioral Finance

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