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Ishan Saraogi

Chartered Accountant | CFA Level 2 cleared

Gurgaon, Haryana, IndiaActively looking
Message

I am a Chartered Accountant who qualified on my first attempt and a CFA Level III candidate with experience in private market valuations, credit fund analysis, audit, taxation, and process optimization. I have led valuation reviews across $12B+ in private credit and $2B+ in real estate assets, supporting high-stakes investment and reporting decisions. At CRISIL, I received the Analytical Excellence Award for accuracy and ownership of NAV reviews, prepared memorandums and financial databases for credit and real estate funds, priced approximately $1.5B in public deals, and conducted liquidity stress testing. I also helped develop automation tools that save 45 hours of work each month and created Snowflake data templates used by multiple teams. I bring strong analytical problem solving, financial modeling, stakeholder management, and attention to detail. My earlier audit and taxation experience strengthened my ability to identify risks, improve reporting accuracy, and deliver reliable financial analysis.

Experience

CI

Research Analyst

Crisil Integral IQ

Sep 2025 – Present

Gurgaon, IndiaFull time

I lead private market valuation reviews across $12B+ in private credit AUM and $2B in real estate assets, preparing memorandums, financial databases, board presentations, and NAV analyses for credit and real estate funds. I priced approximately $1.5B in public deals, conducted liquidity stress testing, reconciled $3B+ in fund-of-funds valuations, and received CRISIL’s Analytical Excellence Award for accuracy and ownership. I also helped develop automation tools that save 45 hours monthly and created Snowflake data-upload templates used by multiple teams.

Private Market ValuationPrivate CreditReal Estate ValuationNAV ReviewFinancial AnalysisFinancial ModellingValuationLiquidity Stress TestingFund-of-Funds AnalysisInvestment ResearchStakeholder ManagementProcess ImprovementAutomationSnowflakeMS Excel
J&

Article Assistant

Japipuria & Associates | J Jain & Company

Aug 2022 – Aug 2025

Kolkata, IndiaInternship

I supported audit and taxation engagements, including statutory audits, cash and bank confirmations, account reconciliations, and financial reporting for clients across industries. I identified a 6% GST over-collection during a statutory audit, enabling timely correction and helping avoid penalties. I also prepared tax computations and filed income tax returns for more than 10 companies while ensuring statutory compliance and reporting accuracy.

AuditTaxationStatutory AuditGSTIncome Tax ReturnsTax ComputationCash ReconciliationBank ReconciliationFinancial ReportingMS ExcelERP 9

Education

SX
St. Xavier’s College, Kolkata

Finance

Jul 2023

6.98 (First Class)

Major in Finance

CI
CFA Institute (U.S.)

CFA Level I

Aug 2023

+90th percentile

CI
CFA Institute (U.S.)

CFA Level II

Aug 2024

Cleared

I
ICAI

CA Foundation

Dec 2020

55% (Distinction in Accounting)

I
ICAI

CA Intermediate

Nov 2022

63.25% (Distinction in 6 subjects)

I
ICAI

CA Final

May 2025

60% (Distinction in 3 subjects)

Skills

Private market valuationsCredit fund analysisReal estate valuationNAV reviewFinancial analysisFinancial modelingInvestment researchValuation advisoryCorporate financeLiquidity stress testingFinancial statement analysisAuditTax computationIncome tax filingGST complianceFinancial reportingFund analysisData reconciliationProcess optimizationAutomationSnowflakeMicrosoft ExcelMicrosoft WordSAPERP 9AuditorsDeskBlackhorseWinmanStakeholder managementPresentation skillsAnalytical problem solvingAttention to detail

Languages

English
Full professional proficiency