Kushaan Gosalia
Summary
Accomplished finance professional with expertise in Investment Management, Financial Modeling, and comprehensive research. Specialized in UHNI, HNI, and NRI banking, fluent in Mandarin (HSK 4), and experienced in Private Wealth Management and Banking leadership. Proficient in Bonds, Fixed Income, Private Credit, VC, and PE research, with strong sales and communication skills
Overview
2
2
years of professional experience
Work History
Summer Intern
360 ONE Wealth and Asset Management
06.2022 - 08.2022
- Executed research projects on ETFs, mutual funds, debt instruments, fixed income, equity funds, and other asset classes for HNI clients
- Executed fundamentals and financial analysis of top stocks in textile industry
- Constructed portfolio for HNI client using several financial instruments. Secured "Best Group" award for fulfilling client requirements and generating maximum returns
- Attended master classes conducted by CEOs and business leaders of GS India, JP Morgan India, Metropolis Labs, CEAT tires, IIFL securities, McKinsey and Co, and BofA.
- Received corporate training on new age tech investing, portfolio construction, business finance basics, debt products, equity products, FX and commodities, behavioral finance, financial leverage, risk management, taxation, startup investing, venture capital, and estate planning
Management Intern
Halogen Foundation Singapore
05.2021 - 08.2021
- Executed research project "GenZ" on youth trends developing insights. Successfully provided changes in strategy and implementation of recruitment and engagement
- Developed multiple spreadsheets to track deliverables across departments and automated existing spreadsheets
- Facilitated over 20 workshops on every day leadership, change management and critical thinking impacting 100+ youth
- Collaborated on designing website to generate more client appointments. Successfully increased appointments by 15%
Summer Intern
LohonoStays and Isprava Luxury Homes
06.2020 - 06.2021
- Research report on market trends, competitors, potential markets, revenue streams, and new business opportunities. Provided insights on strategy and consumer trends
- Conducted financial analyses to raise leverage/debt capital and equity funding of rental business areas.
- Identified suitable investors from family offices, private equity firms, institutional investors and private investors
- Collaborated with senior finance managers to design pitchbooks and presentations
- Executed data migration project transferring data from third party software to interactive internal database
- Brought in 15 long term rental customers and 2 home buyers from personal network. Combined transaction volume amounted to 1 million US$ (received 2% commission on total transaction volume)
Education
Bachelor of Science - Economics And Management
SIM- University of London
Singapore08.2025
CFA level 1 -
CFA Institute
2025
12th ISC/ A levels equivalent - Commerce And Business
Sharada Mandir School
Goa India06.2021
Languages
English
Mandarin
Cantonese
Japanese
Volunteer Experience
Associate Trainer, Halogen Foundation Singapore, I conduct meaningful and thought-provoking workshops on leadership and entrepreneurship for youth across primary and secondary schools in Singapore, Youth Empowerment and Development
Timeline
Summer Intern
360 ONE Wealth and Asset Management
06.2022 - 08.2022
Management Intern
Halogen Foundation Singapore
05.2021 - 08.2021
Summer Intern
LohonoStays and Isprava Luxury Homes
06.2020 - 06.2021
Bachelor of Science - Economics And Management
SIM- University of London
CFA level 1 -
CFA Institute
12th ISC/ A levels equivalent - Commerce And Business
Sharada Mandir School
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