Ronak Chhallani Email & Phone Number

Chennai, Tn, In

India

Chennai, Tamil Nadu, India

Post my career break, I transitioned into a part-time role as an Operations Assistant in our family business, which specializes in small-scale vehicle finance and personal finance. In this capacity, I was responsible for managing data entry and accounts using Tally ERP, as well as maintaining communication with customers through phone calls to ensure prompt payments. This experience not only familiarized me with Tally ERP but also allowed me to refine my skills in Microsoft Excel, financial management, and customer relationship management. Overall, this role provided invaluable hands-on experience in various aspects of business operations and enhanced my skill set for future endeavors.

Pune, Maharashtra, India

Pune, Maharashtra, India

As part of the Operations team at Kingfish Group, I was pivotal in the deal flows that drove the company's operations. My day-to-day responsibilities encompassed various vital tasks:1) Conducting thorough research and analysis to create Competitive Landscapes and M&A Market Maps.2) Creating landscapes of 100+ companies, providing Private Equity partners with valuable support in understanding target markets and conducting M&A transactions.3) Developing Executive Slates and Internal Opportunity Summaries (IOS) to highlight the expertise of the company's executive network. These materials facilitated informed discussions with partners and limited partners.4) Handling billings for private equity partners and fulfilling internal and external analytics requests. I used advanced formulas like VLOOKUP, Index-Match-Match, and Query on Google Sheets to ensure accurate financial operations.5) Managing platform requests which involved updating contacts, sourcing data, and maintaining customer relationship management (CRM) on Salesforce.6) Training and guiding both new and experienced Operations Associates, contributing to their professional growth and fostering team cohesion.

1) Selected amongst a competitive and international applicant pool to participate in IvyLine Capital’s Investments & Derivatives Cohort.2) Actively participate in education surrounding the fundamentals of security analysis, portfolio construction, portfolio modeling, advanced technical analysis, and the applications of derivatives.3) Participate in weekly lectures and speaker events with industry professionals.4) Reading and analyzing multiple financial statements, 10K's, and M&A documents to understand and determine which companies to invest in.5) Collaborate and engage with over 300 students across over 100 universities and 20 different countries through investment challenges.6) Effectively completing assignments, experiences, and education in a virtual setting.

During my internship at Munoth Financial Services Ltd., I had the opportunity to engage in a comprehensive program that enriched my knowledge and skills in the finance industry. Throughout the internship, I undertook various tasks that provided valuable insights and hands-on experience.Tasks Undertaken during the Internship Program:1) Understand the world's leading economies briefly today and how to research a given topic.2) Understanding of Indian stock markets and historical trends.3) Conducted an in-depth analysis and wrote a report on ITC Ltd.

During my time at Finlatics, I had the privilege of participating in a program that focused on Equity Research and portfolio management. This immersive program provided a unique opportunity to enhance my knowledge and skills in the field of finance within a virtual environment.Furthermore, the program offered hands-on experience in portfolio management within a virtual system that utilized real-time stock market data. This experiential learning approach allowed me to construct and manage portfolios, monitor their performance, and make strategic adjustments based on market conditions.

Bachelor Of Business Administration - Bba, Finance & Economics

12Th Grade, Commerce