
Siddhesh Yashwant Indulkar
Investment Analyst | Capital Markets Specialist | M&A and Portfolio Strategy Advisor
- Group:Executive Advisor Team
- Location:Germany
Siddhesh Yashwant Indulkar
Investment Analyst | Capital Markets Specialist | M&A and Portfolio Strategy Advisor
Siddhesh Indulkar is a results-driven investment analyst with a robust background in capital markets, portfolio management, and financial modeling. With over six years of progressive experience across leading Indian financial institutions—including ICICI Bank, SBI Capital, JM Financials, and Kotak Securities—Siddhesh has demonstrated consistent success in exceeding revenue targets, enhancing ROI, and optimizing investment strategies across equities, derivatives, and mutual funds.
Currently based in Berlin, Siddhesh is pursuing an MBA in International Business at IU International University of Applied Sciences, where he builds on his technical foundation in cross-border finance, M&A, and data-driven investment decisions. His academic focus complements his hands-on expertise in financial statement analysis, discounted cash flow modeling, and behavioral finance, with project work ranging from merger trends in post-crisis India to equity valuation at the National Institute of Securities Markets.
In his prior role as a Wealth Manager at ICICI Bank, Siddhesh helped drive a 15% revenue increase through strategic DCF modeling and financial analysis, while also providing high-level operational guidance to portfolio companies. At SBI Capital, he further refined his quantitative skills—enhancing client portfolio performance through Excel-based research, sensitivity analysis, and Power BI integration.
Siddhesh has also held roles in business development and strategic investment sourcing, helping JM Financials and Kotak Securities expand their market reach, optimize transaction workflows, and improve P&L accuracy via SAP and Excel-based reporting.
Technically proficient in SQL, SAP S/4HANA FICO, Power BI, Tableau, and advanced Excel modeling, Siddhesh blends analytical acumen with cross-functional leadership. He brings a deep understanding of IFRS, financial forecasting, and capital market strategy, and is currently preparing for CFP certification to further strengthen his advisory capabilities.
Fluent in English and Hindi, with conversational proficiency in German (B1), Siddhesh is well-positioned to contribute to international investment teams and cross-border financial initiatives.