Dr Sameer Lakhani Email and Phone Number
PGDBM,CFA,FRM,CFP,MCOM,NET
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Associate ProfessorXavier Institute Of Management & ResearchThane, Mh, In -
Associate ProfessorXavier Institute Of Management & Research Nov 2022 - PresentMumbai Metropolitan Region -
Adjunt FacultyN. L. Dalmia Institute Of Management Studies And Research Jan 2013 - Dec 2017 -
Assistant Professor Of FinanceN. L. Dalmia Institute Of Management Studies And Research Dec 2011 - Dec 2014Mira Road East• Awarded scholarship to 5 students for pursuing CFA (USA) under Faculty Student scholarship program worth USD 4250 • Introduce Financial planning as a subject to full time students as a part of curriculum.(at Par with CFP curriculum)• Introduce Risk Management as a subject to full time students as a part of curriculum at par with FRM and PRM curriculum.• Introduce financial planning software training (OptiPlan) for making Individual Financial plan. Optiplan is used by more than 300 practicing financial planner across India for analyzing and quantifying personal financial goals.• Taught Advanced Financial Management - Finance Specialization Subject (Sem III Mumbai University Paper) with 100 percent passing in Dec 2012 (Consecutive four years –Dec 2013 also)• Panelist on interview for full time and part time management students.Subject taughtFinancial Risk Management Personal Financial Planning Marketing of Financial Products Advanced Financial Management (Mumbai University Paper)Corporate Finance Project Management -
Cfa And Frm TrainerShah Classes Nov 2014 - Oct 2015Dadar, Andheri, Borivali And Grant RoadSubject taught:Entire circulum of CFA level IIIMajor study session CFA level IEntire circulum FRM Part I
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AnalystSaffron Capital Advisors Private Limited Sep 2007 - Oct 2008Successful closure of $5m venture capital deal in Retail Services space.Worked on private equity fund syndication for Environmental Engineering Company. Business model restructuring of a Network Security Company -
AssociateSaffron Capital Advisors Private Limited Sep 2007 - Sep 2008Development of Information MemorandumFinancial ModelingBusiness Valuation StrategiesDeal Marketing – Networking with Fund Houses -
Risk AnalystDeutsche Bank Group Mar 2007 - Aug 2007Global Markets Centre Monitoring and management of market risk for hedge fund clients on the Prime Brokerage Platform (dbx margin).Analysis of market risk across various asset classes for assets financed by Deutsche Bank as a Prime Brokerage to hedge funds. Risk monitoring of a portfolio on a day-to-day basis and providing onshore desks with early review and warning system.Analysis and risk review of portfolio based on internal rules and proprietary system.Worked in Hong Kong Division on a project related to dbx margin i.e. single margin figure of portfolio across various assets classes.Worked in London Division on a project based on VaR Calculation of portfolios.GlobeOp Financial ServicesProcessing of corporate actions for different funds, which are exposed to a mix of Equities, Bonds, Futures, Options and IAM’s.Exposure to various prime broker statements, such as, Morgan Stanley, Goldman Sachs, Deutsche Bank, Citigroup. Coordinating with fund managers and prime brokers to solve discrepancies.Guru Nanak Institute Of Management Studies (G.N.I.M.S)Taught Advanced Financial Management (Sem III Mumbai University Paper) with 100 percent passing in; . In charge of Planning & Programming the circular activities for students specializing in finance.N.L.Dalmia Institute of Management Studies & ResearchIntroduce Financial planning as a subject to full time as a part of curriculum.Introduce Risk Management as a subject to full time as a part of curriculum.Panelist on interview for full time and part time management students
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Risk AnalystDeutsche Bank Group - Global Markets Centre Mar 2007 - Aug 2007Management of Market Risk (Hedge Funds)Portfolio Risk AnalysisAsset Class Risk Evaluation
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AssociateSs&C Globeop Sep 2005 - Aug 2006Activity Reports for Hedge Fund ManagersProcessing Effects of Corporate Actions on FundsWork on Geneva and Kondor Software PlatformsKey Assignments
Dr Sameer Lakhani Education Details
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Business/Managerial Economics -
Chartered Financial Analyst InstituteInvestments And Securities -
Institute Of Management Studies & ResearchPgdbm Finance -
Mumbai UniversityAccounts & Taxation -
N L Dalmia Institute Of Management Studies And ResearchFinance -
Guru Nanak Institute Of Management Studies (G.N.IM.S -
Business/Managerial Economics
Frequently Asked Questions about Dr Sameer Lakhani
What company does Dr Sameer Lakhani work for?
Dr Sameer Lakhani works for Xavier Institute Of Management & Research
What is Dr Sameer Lakhani's role at the current company?
Dr Sameer Lakhani's current role is Associate Professor.
What schools did Dr Sameer Lakhani attend?
Dr Sameer Lakhani attended University Of Mumbai, Chartered Financial Analyst Institute, Institute Of Management Studies & Research, Mumbai University, N L Dalmia Institute Of Management Studies And Research, Guru Nanak Institute Of Management Studies (G.n.i, University Of Mumbai.
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