Lokesh Chaudhari

Masters Of Business And Administration in Finance from Dnyansagar Institute of Management and Research Balewadi.

Pune District, Maharashtra, India

About

I am a dedicated finance professional with a MBA in Finance from Dnyasagar Institute of Management and Research (affiliated to Savitribai Phule Pune University) and an Bachelor of Commerce from North Maharashtra University (Jalgaon). My academic journey and hands-on experience have built a strong foundation in financial analysis, capital markets, investment research, and accounting. During my MBA, I completed a 2-month internship at Arthavedh Investment Solutions, a mutual fund advisory firm. Here, I gained exposure to: Mutual Fund Analysis and Investment Product Research, Client Advisory and Relationship Management, Portfolio Review and Risk Assessment. As part of my internship, I completed a research titled “An Empirical Study of Equity Mutual Fund Schemes”. This involved: Analyzing Large Cap, Mid Cap, and Small Cap equity mutual funds.Studying historical returns over 5, 10, and 15 years. Comparing mutual fund performance with traditional investments like Fixed Deposits and Gold. Conducting primary research by collecting client responses to understand investment preferences and risk profiles. Also during my Bachelor of Commerce, I worked part-time at a Chartered Accountant (CA) firm, where I developed skills in:Accounting and Bookkeeping, Financial Statement Preparation, Bank Reconciliation, Accounting journal entries, GST. These experiences have strengthened my ability to analyze financial data, evaluate investment opportunities, understand core accounting practices. I am passionate about leveraging this combined skill set in investment banking, equity research, financial analysis, or accounting roles. Key Skills & Competencies: Financial Analysis, Equity and Derivative, Capital market and money market, Accounting & Financial Reporting, Mutual Fund Analysis, Bank Reconciliation, Primary Data Collection & Interpretation, MS Office (Excel, PowerPoint, Word), Tally Prime. I am actively seeking opportunities where I can apply my finance and accounting expertise to deliver value and support data-driven decision-making in dynamic business environments.

Experience

  • Infosys BPM ()
    • Process Executive
      Nov 2025 - Present · 9 mos

    • Process Executive
      Nov 2025 - Present · 9 mos

  • Finance Intern at Arthavedh Investment Solutions
    Jul 2024 - Aug 2024 · 2 mos