Dhaval Jain
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Dhaval Jain Email & Phone Number

CFA Level 3 passed | Investment Banking | Research Analyst at CoKaCo
Location: Mumbai, Maharashtra, India 2 work roles 6 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
CFA Level 3 passed | Investment Banking | Research Analyst
Location
Mumbai, Maharashtra, India
Company size

Who is Dhaval Jain? Overview

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Dhaval Jain is listed as CFA Level 3 passed | Investment Banking | Research Analyst at CoKaCo, a with 5 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Dhaval Jain.

Dhaval Jain previously worked as Executive research Analyst at Cokaco and Finance Strategist at Ablelo. Dhaval Jain holds Cfa Level 3 from Cfa Institute.

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Email format at CoKaCo

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CoKaCo

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Profile bio

About Dhaval Jain

Motivated and detail-oriented individual with a solid foundation in the investment industry, backed by comprehensive coursework and hands-on experience in IPO processes, financial analysis, and equity research.

Current workplace

Dhaval Jain's current company

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CoKaCo
Cokaco
CFA Level 3 passed | Investment Banking | Research Analyst
bombay, maharashtra, india
Website
Employees
5
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2 roles

Dhaval Jain work experience

A career timeline built from the work history available for this profile.

Executive Research Analyst

Current

Mumbai, Maharashtra, India

• Conducted comprehensive pre-IPO due diligence including assessing company history, business operations, and financial statements.• Drafted key DRHP chapters, including business overview, industry overview, financial information, objects of the issue, basis of the issue, and risk factors. • Developed financial models, collected and analyzed documents, and coordinated with merchant bankers and various stakeholders to ensure smooth IPO execution.• Contributed to over 10 IPO projects, successfully raising more than INR 150 crore.• Created investor presentations, factsheets, and peer comparisons for unlisted and listed SMEs, including annual reports for mainboard companies.• Developed pitch decks and detailed financial models for start-ups.• Prepared IPO notes and equity research reports for SMEs, identifying growth opportunities and potential returns.

Oct 2023 - Present

Finance Strategist

Mumbai, Maharashtra, India

Finance Strategist at Ablelo Web Technologies Pvt. Ltd. It is a start-up business in the consumer service industry. The main objective of the business was to fulfil a consumers every need at a single platform. For this purpose, an application was created with different categories though we first started with the daily essential category.I handled the finance aspect of the startup. I had to make budget for the startup's different functions and ideas and to look after their smooth and efficient functionality. I also had to analyse and interpret our revenues and evaluate the results and also make efforts to increase it. I also had to deal with the onboard vendors as well as our customers. This taught me about the relationship building and also improved my communication skills. Working in a team as a one taught me about team bonding and importance of a team player. I had to work together with the marketing and also the logistics team. I have also done social media marketing creating online content and posts for the startup's instagram and facebook's business page. I learnt a lot in just a few days about improving communication skills, team player, team work, relationship building, positive mindset, never give-up attitude, efficient planning, and many more.

Nov 2019 - Mar 2020
Team & coworkers

Colleagues at CoKaCo

Other employees you can reach at cokaco.com. View company contacts for 5 employees →

6 education records

Dhaval Jain education

Cfa Level 3

Cfa Institute

Cfa Level 2

Cfa Institute

Cfa Level 1

Cfa Institute

Primary And Secondary School, 91%

Aspee Nutan English Medium School
FAQ

Frequently asked questions about Dhaval Jain

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What company does Dhaval Jain work for?

Dhaval Jain works for CoKaCo.

What is Dhaval Jain's role at CoKaCo?

Dhaval Jain is listed as CFA Level 3 passed | Investment Banking | Research Analyst at CoKaCo.

Where is Dhaval Jain based?

Dhaval Jain is based in Mumbai, Maharashtra, India while working with CoKaCo.

What companies has Dhaval Jain worked for?

Dhaval Jain has worked for Cokaco and Ablelo.

Who are Dhaval Jain's colleagues at CoKaCo?

Dhaval Jain's colleagues at CoKaCo include Shrvan Thombre, Ca Ritika Agarwal, Charmi Raichura, Aukkara Asika, and Vidhika Chandak.

How can I contact Dhaval Jain?

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What schools did Dhaval Jain attend?

Dhaval Jain holds Cfa Level 3 from Cfa Institute.

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