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Dr. Niraj Satnalika

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Dr. Niraj Satnalika

Dr. Niraj Satnalika

Finance Leader | Product Strategy | AI | Research | Education

FinancePuneOnline & Offline
Experience
8 years
Corporate training
8+ yrs

About

A PhD in finance with over 12 years of experience spanning finance, research, education, and leadership. Dr. Satnalika specializes in corporate finance, corporate valuation, business analysis, GTM strategy, portfolio management, credit rating, entrepreneurship and business strategy.

Expertise

Training domains

Finance
Corporate FinanceFinancial ModelingInvestment Analysis
Leadership & Management
Strategic ThinkingChange ManagementDecision MakingMid-Level LeadershipSenior LeadershipFirst-Time Managers
Product Management
Product StrategyGo-to-Market

Technologies

Zapiern8nPythonAIMS Office

Suitable for

FreshersLateralsManagersSenior Managers

Experience

Jan 2016 – Aug 2017

Analyst L3 (Investment Management Division (FEPM))

Goldman Sachs

Full-time · Bangalore

Developed high-impact investment pitch decks and client review materials — grew AUM in India Equity and EME Strategy from $2B to $5.5B, a 175% increase. Introduced a new Indian equity product; assets reached $300M within six months of launch. Released nine macro-event-based equity analyses on Indian…

Aug 2017 – Oct 2018

Senior Rating Analyst — Bank Loan Ratings

CRISIL

Full-time · Pune

Delivered detailed financial forecasts and credit evaluations for ₹4,000 crore in assets — reducing default rates and optimising portfolio management. Conducted issuer profile assessments covering company operations, industry trends, and SWOT analysis — facilitating capital raising through IPOs and…

Jun 2013 – Jan 2016

Senior Research Analyst — Industry Research

CRISIL

Full-time · Mumbai

Produced sector-based research reports with growth and profitability forecasts, used by 20+ banks and 80+ corporate clients to guide strategic decisions. Led launch of 'From Seed to Harvest' — an agriculture report analysing 170 companies with 400 data tables, boosting sector insights and financial…

Oct 2018 – Mar 2020

Chairman's Office

Sakal Media Group

Full-time · Pune

Engineered a strategic plan to boost revenue and profitability across diverse business sectors — defining and tracking KPIs, achieving 12% growth in quarterly earnings. Performed in-depth financial assessment and due diligence across start-ups; identified high-potential investments, guiding manageme…

Jun 2020 – Sep 2025

Head of Research & Company Operations (Founding Member)

EduFund

Full-time · Pune

Spearheaded client portfolio creation, monitoring, and review in alignment with client risk profiles and investment objectives — driving a 30% improvement in performance across asset classes. Built the RIA/ARN distribution vertical from zero as 2nd employee — channelizing ₹650 crore in assets across…

Nov 2025 – Present

AVP — Founder's Office (Strategy & Operations)

uKnowva HRMS

Full-time · Pune

Strategy & Founder's Office Serve as strategic and operational right hand to the founder at uKnowva — a profitable, bootstrapped HCM platform across 8 geographies, 200+ clients, and 600K+ daily active users. Drive end-to-end execution of strategic initiatives spanning market expansion, competitive p…

Training Programs

Corporate Valuation
Credit Rating
Fintech

Credentials

Certifications

NISM Series X-A (Investment Adviser Level 1) Certification

NISM · 2025

NISM Series X-B (Investment Adviser Level 2) Certification

NISM · 2025

NISM-Series-XXI-A: Portfolio Management Services (PMS) Certification

NISM · 2026

Education

  • PhD in FinancePhD

    IIT Bombay · 2014-2019

  • MBA in FinanceMasters

    IMT Ghaziabad · 2011-13

  • BTech in ElectronicsBachelors

    Heritage Institute of Technology, Kolkata · 2007-2011

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