Valmik Shah
| Investment Banking | CFA Level 3 Cleared | SVKM\'s NMIMS.
- Role
- Consultant, Investment Banking at Coeus Advisors Private Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Valmik Shah
I’m a 22-year-old finance professional with a B.Sc. in Finance from NMIMS (Deemed to be University) and have cleared all three levels of the CFA Program in my first attempt. My core interests lie in financial markets, investment banking, and strategic advisory.At Pareto Capital, a boutique investment bank, I’ve gained hands-on exposure to live transactions across sectors such as consumer, retail, and manufacturing. My responsibilities span financial modelling, investor material preparation, due diligence and supporting deal execution—building a strong foundation in transaction advisory.Previously, I served as Head of Operations at the Corporate Interface Cell, NMIMS’s Business Club, where I led a 25-member team. I managed end-to-end execution of industry engagement events, ensured resource coordination, and negotiated vendor partnerships—strengthening my operational and leadership skills.I value clear communication, collaboration, and a solution-oriented mindset. I also believe in giving back to the community, demonstrated through my contribution to the PM Cares Fund during the COVID-19 pandemic.
Experience
Consultant, Investment Banking
Coeus Advisors Private Limited
Jun 2025 — Present · Mumbai, IN
M&A | Structured Finance
Education
Narsee Monjee Educational Trust's - Jamnabai Narsee School
Indian Certificate of Secondary Education, Mathematics,Chemistry, Physics, Biology and Social Sciences
2006 — 2018
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Science - BS, Finance
2020 — 2023
Narsee Monjee Educational Trust's - Jamnabai Narsee School
Indian School Certificate, Commerce, Accounting, Economics,Mathematics
2018 — 2020
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