TRUPTI BHARAT KOTHARI

[M.B.A (Finance)]
Email Id: trupti.kothari47@gmail.com
Mobile Number: 8169304877

Academics

BOARD /
YEAR COURSE/EXAM INSTITUTE % RANK
UNIVERSITY
Fr.Agnel Business School,
MMS
2014 Vashi Mumbai 81.43 1

S.I.E.S College of Arts,

B.Com
Commerce and Science
2012 (Accounting Mumbai 89.93 1
(Nerul).
and Finance)
S.I.E.S College of Arts,
Commerce and
2009 H.S.C Maharashtra 88.5 3
Science.(Nerul)

St. Lawrence High School,

2007 S.S.C Vashi Maharashtra 88.92 3

Work Experience

Company
Period Job Title Job Description
Name
Taught
SIES 1.Securities and Portfolio Management and
July 2018-
Management Visiting
November 2.Financial management Subject
College, Faculty
2018 to MBA Executive students (Course affiliated
Nerul.
by AIMA).
1.Performance Measurement Reporting &
25th May Analytics
Citigroup Assistant
2016-16th 2.Budgeting and Forecasting Process
Inc. Manager
August 2016 3.Month End Oversight activities
Transitions.
1. Building and updating valuation models on
companies assigned from Semiconductor
sector across different markets.
Transparent
9th June Equity 2. Analyzing company's financial statements
Value
2014-24th Research and also conducting extensive research while
Private
May 2016 Analyst building/updating the valuation model.
Limited
3. Employing a proprietary methodology in
research process that emphasizes assessments
and visualization of a company's business
 model and its free cash flow generation.
4. Keeping track of daily news releases as
well as corporate actions in the companies in
portfolio.
5. Conducting back-test for new as well as
existing companies in portfolio.
Fr.Agnel
1st January Business Taught Financial Modeling subject to 2nd year
Visiting
2016-30th School. MMS Finance Students (Course affiliated by
Faculty
May 2016 Vashi Mumbai University)

Assisting the Retail Loan manager to process

May 2013-
IDBI Bank Intern Loan applications and studying on credit and
July 2013
risk management in retail banking

Also conducted various management workshops at Fr.Agnel Business School.

Currently working as an Assistant Manager in CA Firm.

NCFM Certification

Completed NCFM (Financial Markets Beginners module) with 95%.

Completed NCFM (Capital Market Dealer’s Module) with 77%,

Achievements
Awarded the title of Best Outgoing student “of BAF course in 2011-2012,
Awarded the "Math’s Wiz Kid title, St. Lawrence High school, Vashi, Navi Mumbai,
Awarded as Wall of BAF (Responsible Leader) in 2009-2010,
1st in the Tug of war at, S.I.E.S (Nerul) festival, Siesons, 2009-10,
1st position in Extempore (Literary Arts), at CS Techno vision, 2010-11,
1st position in Debate competition held at Intra School Level,
1st position in Box Cricket and Tug of War in EPOCH 2010-2011,
1st position in spin a yarn event in EPOCH 2009-2010,
1st position in Kho-Kho in Euphoria 2015,
Won Intra School debate competition in 2004,

Extra-Curricular Activities

Part of STUDENTS COUNCIL for Academic year 2010-2011 and 2011-2012.

Head of the Hospitality Committee, SIESONS, 2010-11,
Head of the Hospitality Committee, SIESONS, 2011-2012 and
Head of the Talent Search committee of EPOCH 2010-2011.
Part of the BAF initiative for Support Group’ made for assisting the teaching staff and below
average students in class,
Conducted a CSR Project in Vatsalya Orphanage
Completed NSS training under which Following programs were successfully completed:
Disaster management program, Flagathon Rally, Women’s Development week, Blood
Donation Drive, (Donated Blood twice), Thalassemia Check up Camp, Seminar on Cancer,
etc.
Represented School in Inter School Chess Tournament in 2005-2006 and 2006-2007.
Active Volunteer of Help age India Campaign in 2001, 2002, 2003 and 2004

Computer Proficiency

Ms Office and Tally.

Hobbies
Playing Chess, Cooking, Listening Music and Reading.

Personal Details

Date of Birth : 27th June 1991

Current Address : 203/B wing, Shree Vasudev Apartment, Mamletdar waadi

street 2; Malad (west), Mumbai

Permanent Address : 2503/B, Tharwani Heights, Sector 18, Sanpada, Navi Mumbai.

Tel. (Residence) : 9870254997 or 022- 28836539

Languages Known : Writing - English, Hindi and Marathi.

Speaking -English, Hindi, Marathi, Marwari and Gujarati