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Omkari lakhani lakhani

Omkari lakhani lakhani

Finance Enthusiast

Bhavnagar, Gujarat
80
Profile Score

About

Finance professional with an MBA in Finance from Bhavnagar University and two years of experience in the banking sector, with exposure to financial inclusion initiatives, core banking operations, and investment-oriented customer solutions. Experienced in financial analysis, asset-based modelling, equity fund analysis, and portfolio risk assessment, supported by hands-on project work, including a detailed asset-based valuation of the SBI Blue Chip Fund using data-driven analytical frameworks. Completed a six-month Investment Banking Fellowship through the Marquee Equity Fellowship Program and am currently part of The Valuation School’s Equity Cohort, actively conducting sector research and valuation analysis in the healthcare sector.

Skills & Expertise (32)

M&A Analysis Intermediate
7.5/10
2
Years Exp
Valuation Analysis Intermediate
7.2/10
2
Years Exp
Financial Analysis Intermediate
7.0/10
2
Years Exp
Financial Statement Analysis Intermediate
6.8/10
2
Years Exp
Ratio Analysis Intermediate
6.8/10
2
Years Exp
Stakeholder Management Gujarati Report Writing Microsoft Office Excel Solver Outlook Word Teams Screener.in TradingView Yahoo Finance English Hindi Company Law Taxation Regulatory & Compliance Awareness Management Analysis Comparable Company Analysis Regression CAPM Portfolio & Risk Analysis Mutual fund analysis Strategy Analysis Sector Research Market Research Forensic Analysis Due Diligence

Work Experience

Bank Representative (Intern)

Gujrat Gramin Bank

Present - Present

Exhibits a cheerful and helpful manner while greeting customers and responding to their queries. Demonstrate a complete understanding of financial information and explain it to customers accurately. Explained, prompted various services of bank, savings bonds, money orders and cashier’s checks using computerized customer information. Assisted seniors to aid their customers with their investments within fixed deposits as well as mutual funds. Managed deposits, withdrawals, safe deposits, CRM, ATM processing, bonds and coupons, foreign currencies and night drop. Helped efficiently over 100 daily customers over the bank’s website. Ensuring compliance with safety and health regulations. Maximizing profitability and productivity.

Investment Banking Fellow

Marquee Equity Firm

Present - Present

Conducted industry and company research, analyzing business models, revenue drivers, cost structures, and scalability factors. Worked on M&A and IPO case studies, gaining exposure to IPO analysis, valuation rationale, market positioning, and regulatory overview. Developed understanding of mutual fund analysis, including fund objectives, portfolio composition, risk–return profile, and performance evaluation across market cycles. Studied the economic cycle and its impact on equity markets, valuations, sector performance, and capital market activity.

Education

Master of Business Administration - Krishnakumarsinhji Bhavnagar University

2023 - 2025 · Afghanistan

Bachelor of Commerce - Krishnakumarsinhji Bhavnagar University

2020 - 2023 · Afghanistan

Higher Secondary School - Shree Swaminarayan Gurukul

2019 - 2020 · Afghanistan

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Profile Score Breakdown

📷 Photo 10/10
📄 Resume 10/10
💼 Job Title 10/10
✍️ Bio 10/10
🛠️ Skills 20/20
🎓 Education 10/10
⏱️ Experience 5/15
💰 Rate 0/5
🏆 Certs 0/5
Verified 5/5
Total Score 80/100

Profile Overview

Member sinceMar 2026

Skills (32)

M&A Analysis Valuation Analysis Financial Analysis Financial Statement Analysis Ratio Analysis Stakeholder Management Gujarati Report Writing Microsoft Office Excel Solver +22 more