Karan Sachdeva

Financial Analyst @ Valenta || MSc Money, Banking, and Finance

Role: Financial Analyst at Valenta
Location: New Delhi, DL, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Karan Sachdeva

Detail-oriented MSc Money, Banking, and Finance graduate with hands-on experience as a…

Experience

Financial Analyst
Valenta
Jan 2025 — Present · New Delhi, IN
Prepare FCA-compliant Suitability Reports for a UK financial advisory firm. Conduct fund and pension research using FE Analytics, Selecta Pension, and Oxford Risk. Analyse client risk profiles, cashflow, and investment strategies. Ensure financial plans align with UK regulatory standards and individual client goals.

Education

University of Exeter
Master's degree, Finance, General
Institute of Management Studies, Noida
PGDM, Finance, General
2020 — 2022
Maharaja Agrasen Institute of Management & Technology
Bachelor of Commerce - BCom

Contact information

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Work email
•••••@valenta.io
Personal email
•••••@•••••.com
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Current company

Valenta

IT Services and IT Consulting · 558 employees · Founded 2011 · Clifton, New Jersey, United States

According to a recent global survey conducted by McKinsey & Company, revenue increases as a result of adopting Digital Business Process Automation, or AI as it's commonly known, can exceed 10%. Additionally, costs can potentially be decreased by more than 20% in some cases by implementing Digital Business Process Automation. Any rules-based process in areas such as Marketing and Sales, Strategy and Corporate Finance, Supply Chain Management, Manufacturing, Risk, Product and Service Development, Service Operations, and HR can all be optimized by the adoption of Business Process Automation (BPA). Valenta's Managing Partners are world leaders in BPA design and implementation for medium sized businesses. With offices in 17 countries and over 400 staff and partners worldwide, we are ideally placed to help your business. We provide customized solutions in Process Consulting, Digital Transformation, Staff Augmentation, Digital Marketing, and Learning. All our services are designed to assist your business to improve competence and performance, while reducing costs. Businesses operating in fiercely competitive markets require a competitive advantage, and Valenta provides you with this through our vast knowledge and quickly accessible resources. We have a diverse understanding of business practices across regions. With our experience and global presence, Valenta prides itself on the ability to understand in detail, the process dynamics of each business, and we will put together a specific solution that meets your growth objectives. Speak to our expert team at (60••••••09 or visit valenta.io to see how we can help your business thrive.

valenta.io

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About Karan Sachdeva

Experience

Financial Analyst

Education

University of Exeter

Institute of Management Studies, Noida

Maharaja Agrasen Institute of Management & Technology

Find verified contacts for anyone on LinkedIn