
Dr. Niraj Satnalika
Finance Leader | Product Strategy | AI | Research | Education
- 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
Technologies
Suitable for
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
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





