Kirti Agarwal Email and Phone Number

• Develop and maintain complex financial models to assess investment opportunities and support decision-making.• Conduct valuations using various methodologies including discounted cash flow (DCF),market comparable, LBO, Monte-Carlo Simulations, stock option models, financialinstrument, and loan valuations.• Performing valuation analysis on a wide range of illiquid investments (private capital,private debt, venture capital, infrastructure) broadly distributed across industries.• To manage and interact with the clients to make sure that client’s expectations are fulfilled.• Reporting and presenting analyses and conclusions including written reports.

• Strong quantitative orientation, with knowledge in real estate underwriting, including Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, Debt Returns, etc. • Analytical, presentation skills and ability to conduct thorough market research on S&P CapIQ, IBISWorld, Merger Markets, Bloomberg, and other platforms.• Analyze financial statements, performance metrics, and market trends to provide actionable insights.• Prepare detailed financial models, forecasts, and budgeting reports.• Conduct research on industry benchmarks and competitors to aid strategic initiatives.• Evaluate investment opportunities and provide recommendations based on thorough analysis.• Collaborate with cross-functional teams to support business planning and decision-making.• Creating compelling pitch decks, investment memo and offering memo for companies• Exposure in International client’s geographies (North America/Western Europe/Asia-Pacific & Japan)• Development and support of Power BI dashboards and reports.

Accounting and Budgeting Reporting➢Compliance to accounting standard in preparation of financial statements of enterprise➢Evaluation of fixed asset purchased on finance and capitalization as per Ind AS-16/AS 10➢Cash flow analysis, Calculation and analysis of financial/operational ratios➢Preparation of projected financial statements➢Assisted in trend analysis of debtor and creditor and major expense heads➢Preparation of Cost sheetsTaxation Indirect Taxation➢GST registration➢Filing of GST Returns (1,3B,4 and 9)➢Reconciled annual return with financial statements for GSTR 9C➢Determining the eligibility and availability of ITC u/s 16 & 17➢Filing of GST ITC forms (1,3 and 4)➢Implementation support to client on GST projectsDirect Taxation➢Filing of Income Tax Returns ( ITR 1,2,3 and 4)➢Compliance with TDS and TCS provisions➢Assisted in preparation of 3CA,3CB and 3CDSpecial AssignmentsInternal Audit➢Review of effectiveness of internal control system and checking statutory and legal compliances➢Monthly and quarterly reporting to senior management➢Vouching and verification of sales, purchases and expenses➢Preparation and review of bank reconciliation statementStock AuditRegistration of MSME

Creates an investment strategy overall that suits the company's optimal point:• Prepare an overview page on the company and industry and consider the rationale for M&A.• Compares analysis and proposes to distinguish Clint from others in terms of revenue.• Discounted value of the Clint (company) cash flow model and contrasted it to the growth model. (DCF)• Analysis of the business sector for the COVID19 scenario and market outperformance advice to match the ASX200 index in terms of investment.

Education- Performed in depth analysis on a vast data set on Microsoft Excel.- Focussed on data cleaning and optimisation. - Learnt how to analyse and interpret data according to the prerequisite conditions.- Formulated and created an analytical dashboard on Tableau.