Rachit Agarwal Email & Phone Number

Finance Professional | M&A & Investment Analysis | Strategic Financial Modeling I am a dedicated finance professional with hands-on experience in investment banking and client portfolio management, specializing in mergers and acquisitions, advanced financial modeling, and valuation analysis. Through internships at Dexter Capital Advisors and ChikuCharts, I’ve gained extensive experience across the transaction lifecycle—from conducting detailed due diligence to building dynamic financial models that guide key investment strategies.Core Competencies: M&A Advisory, Financial Due Diligence, Equity Research, Valuation Multiples, Power BI Data Visualization, Strategic Financial Modeling, UiPath RPA Automation, and Regulatory Compliance.What I Bring:Technical Expertise: Skilled in Power BI for data visualization and UiPath for RPA, enhancing the efficiency and accuracy of financial reporting and analysis processes.Client-Centric Mindset: Experienced in managing high-value portfolios, providing tailored investment insights, and ensuring seamless client communications.Leadership & Collaboration: Proven contributor in finance clubs and ambassadorial roles, fostering collaboration and leading projects to strengthen financial and technical acumen within my teams.With a foundation in finance and a passion for technological innovation, I am excited to connect with professionals dedicated to advancing the finance industry through data-driven strategies and automation.