Swostika Khatri

Conducted in-depth market and company research to identify investment opportunities for Private Equity Investments


Analyzed financial statements and utilized valuation models (DCF, P/E) for asset
assessment.
Provided data-driven investment recommendations and risk analysis.
Prepared detailed reports and presentations for internal teams and clients.
Monitored portfolio performance and suggested strategic adjustments.

Led investment valuations for multiple funds, ensuring adherence to specialized
investment fund regulations.
Managed statutory audits for large-scale financial institutions and insurance companies,
streamlining audit processes and improving report quality.
Conducted financial due diligence and business valuations to support equity investment
decisions.
Led internal audits and spot checks for international organizations, ensuring regulatory
compliance and operational effectiveness.
Directed tax audits, mergers, and due diligence reviews across various sectors, including
banking, insurance, and investment.