Rashmi Modi

RASHMI DOKANIA Phone:- Email :-www.linkedin.com/in/rashmi-dokania-8b5aba9a/ Currently working for assignmenthelptutors.com ACADEMIC QUALIFICATION Cleared CFA (US) Level 2 Appeared for CFA Level 3 Course Major College Unversity/Board Year % Post Graduate Diploma In Marketing Marketing St Xaviers' College Autonomous 2014 B+ Bachelors in Business Administration Class 12th Marketing Commerce J D Birla College Birla High School - 71 86 Class 10th N/A 2006 76 Jadavpur University CBSE West Bengal Board of Shri Shikshayatan Secondary Education WORK EXPERIENCE Regency Stock Broking Pvt Ltd. Period: March 2015 to October 2016 Designation: Research Analyst and Compliance Officer 1) Analysing and maintaing the Portfolio of clients and making recommendation to Client on the basis of current and expected individual stock performance 2) Analysis would include Financial Statement Analysis using key ratios like profitablity, liquidity, etc. 3) Performing valuation using the P/E ratio, P/BV, and DCF using FCFF & FCFE. 4) Performing the quarterly results analysis and participating in analyst calls. 5) Helping the back office personnel in maintaining accounts and others as needed. 6) Assisting in the compliance formalities for NSE. (Note: The work was not just focused on my educational qualification due to less number of team members.) Stewart & Mackertich Wealth Management Company From March 2014 to February 2015 Designation: Research Analyst (Intern) Work Done During the period: 1) Preparation of chart on quarterly performance of private & public sector banks and IT companies 2) Study on financial aspects to be considering while analysing the performance of a company 3) Assistance in development of reports 4) Computation of a gist of financial results of companies for evaluation. 5) Attending conference calls for understanding the outlook of the companies 6) Tracking market movement and considering possible reasons for the same. Regency Stock Broking Pvt LTD (Family Business) Duration - January 2013 to February 2014 Designation: Trainee Work done during the period: 1) Analysis of price trends of given companies 2) Preparation of Research report on price performance of Psu Banks 3) Compliance of Documents for Surrender for Interconnected Stock Exchange membership 4) Tracking of National Stock Exchange circulars and following up the neccesary compliances 5) Involvement in Insurance work in collaboration with HDFC. 6) Assistance in obtaining approval for change in shareholding pattern of company from NSE, BSE, USE. 7) Involvement in BSE Inspection Procedure held in Regency Stock Broking Private Ltd. 8) Updation of Individual Accounts in Tally COMPUTER PROFICIENCY 1) Microsoft Word 3) Microsoft Powerpoint 2) Microsoft Excel 4) Tally 7.2 OTHER COURSES: 1) A vocational English course from the British Council. 2) C programming language course from Brainware. 3) NSE Capital market cerfication. 4) National Institute of Securities Markets Derivative Module 8 Certification. SKILLS > Financial statement Analysis > Financial Modelling > Equity Research PERSONAL DETAILS Date of birth Languages known Address 14th July. 1990 Hindi, English 23/1 Rustamjee Street, 4th floor, Modi Bhawan Kolkata - 700 019