Sonam Dolma Email & Phone Number

Panchkula, Haryana, India

1. Cross functionally engaging with the Finance and the Sales Team for Primary & Secondary Data Analytics2. Liasoning for the ICL & UML subsidiary of the same Innova Group to build the Product Portfolios3. Reviewed the RHP & DRHP documents to prepare the Investor Presentation & Earnings Call4. Orchestrating the Financial Analysis for the acquired organisation Sharon Bio-Medicine Limited5. Monitoring of the Sales Purchase for invoicing and billing of the Third… Show more 1. Cross functionally engaging with the Finance and the Sales Team for Primary & Secondary Data Analytics2. Liasoning for the ICL & UML subsidiary of the same Innova Group to build the Product Portfolios3. Reviewed the RHP & DRHP documents to prepare the Investor Presentation & Earnings Call4. Orchestrating the Financial Analysis for the acquired organisation Sharon Bio-Medicine Limited5. Monitoring of the Sales Purchase for invoicing and billing of the Third Party Transactions for Account Management with the help of SAP software6. Collaborating with the BSR & Co audit Team to understand the nuances of reconciliation Show less

Gurugram, Haryana, India

1. Prepared research reports for organization related to the digital economy & decentralized finance2. Attempted to create a mathematical model for the asset allocation of cryptocurrencies as assets3. Supported the research team with literature review for the research articles and the report writing4. Organized content for the Fintech developments with the help of journals and research reports

Mumbai, Maharashtra, India

1. Prioritized and reviewed 65+ Portfolios for the Portfolio Management Services, Family Office Team with DeMat holdings2. Analyzed the markets using daily and weekly market updates for the Domestic as well as Global Indices3. Cross functionally worked in the PMS Team and Investment Advisory to devise the monthly Strategy4. Reviewed the Investment Planner for the HNIs with TAT of 30 Portfolios per month of AUM 45Cr.5. Planning for the cash flow analysis for the… Show more 1. Prioritized and reviewed 65+ Portfolios for the Portfolio Management Services, Family Office Team with DeMat holdings2. Analyzed the markets using daily and weekly market updates for the Domestic as well as Global Indices3. Cross functionally worked in the PMS Team and Investment Advisory to devise the monthly Strategy4. Reviewed the Investment Planner for the HNIs with TAT of 30 Portfolios per month of AUM 45Cr.5. Planning for the cash flow analysis for the Investment Proposals with the detailing process along with team6. Developed Asset Allocation Model Portfolio for the Family Office Team to support the macros model7. Comprehended the Model Portfolios for the Debt & Equity MFs as well as the Stock Portfolios used8. Qualified the NISM V-A Mutual Funds Distributors Certifications Exam for the basic understanding 9. Completed the Training Modules for the Private Wealth Manager Certification in the Probation period10. Managed the ETFs basket for the returns to use it for the Portfolio Allocation Show less

Kozhikode, Kerala, India

Uttar Pradesh, India

1. Developed the market growth strategy for the startup and worked on the lead generation for sales 2. Created content for social media marketing for the Ment Consult and learned to deliver sales pitch

Kozhikode, Kerala, India

1. Conducted interviews for Summer Internship as well as live project roles for 7 panels with 10 students

Kolkata, India

1. Forecasted Financial Statements and prepared the valuation framework for the Startup using DCF 2. Performed the financial statement analysis with the ratio analysis as well as trend analysis for startup3. Analyzed the Return on Equity of the IoT based startup with the help of DuPont Analysis for 3 years 4. Prepared the cost sheet as well as analyzed the cost budgeting of the startup and understood the QMS5. Cooperated and Collaborated with the Team Arogyam to… Show more 1. Forecasted Financial Statements and prepared the valuation framework for the Startup using DCF 2. Performed the financial statement analysis with the ratio analysis as well as trend analysis for startup3. Analyzed the Return on Equity of the IoT based startup with the help of DuPont Analysis for 3 years 4. Prepared the cost sheet as well as analyzed the cost budgeting of the startup and understood the QMS5. Cooperated and Collaborated with the Team Arogyam to understand the technical gaps in the SOPS6. Assisted with the Marketing Team to design the Training Modules for Products HaemurEx and Soil Sathi. Show less

Kozhikode, Kerala, India

1. Performed value stream mapping for RoaDo and planned Go-to-Market Strategy

Master Of Business Administration - Mba, Finance, General

Bachelor Of Science - Bs, Mathematics And Statistics

High School, Liberal Arts And Sciences/Liberal Studies

Matriculation, Art/Art Studies, General