Yogi Lamba is a results-oriented finance professional with a strong foundation in financial analysis, modeling, and operational strategy. With over six years of cross-functional experience spanning corporate finance, accounting, and client relations, Yogi has developed a reputation for analytical precision and a solutions-first mindset—key qualities that align with the performance-driven ethos at Balfour Capital Group.

Currently based in Melbourne, Yogi most recently served as a Customer Service Representative at BP, where he led initiatives that improved customer satisfaction by 20% and reduced service response times by 30%. His role focused on optimizing communication channels and documenting interactions within CRM systems, ultimately contributing to customer retention and operational efficiency.

Prior to this, Yogi held an Assistant Accountant role at Nextgen Accounts, where he quickly mastered accounting platforms such as XERO and MYOB. There, he supported payroll, bank reconciliations, and financial reporting functions for a 10-member team, driving a measurable improvement in reporting accuracy and regulatory compliance. His hands-on experience in financial modeling and investment analysis further demonstrated his capacity for strategic insight and quantitative rigor.

Yogi also completed a finance internship with Arihant Capital, where he built investment models, tracked economic trends, and advised on derivative strategies using platforms like Exness. This experience deepened his understanding of capital markets and client-focused financial solutions, resulting in a measurable uplift in client satisfaction.

In addition to his corporate and internship roles, Yogi is a self-employed derivatives trader with nearly three years of experience managing his own capital across options, futures, and other instruments. He develops and executes a blend of quantitative and discretionary trading strategies, with a strong focus on risk management, capital preservation, and data-backed decision-making. This entrepreneurial role has further refined his market instincts and technical agility.

Most recently, Yogi joined FundingPips as a Funded Trader, where he trades proprietary capital using high-probability strategies across forex and commodities. This contract-based, remote role has enhanced his proficiency in real-time market analysis and macroeconomic trend evaluation, while reinforcing his ability to synthesize technical and fundamental data into effective, profit-oriented trading decisions.

Earlier in his career, Yogi played a key role as Business Administrator at Mangal Murat Solid Concrete, overseeing financial operations for a firm supplying over three million pavement blocks annually. His efforts helped secure government contracts worth $500 million and contributed to a 5% annual net profit increase through cost-optimization and accurate forecasting.

Yogi holds an MBA in Finance from Deakin University, Australia, and a Bachelor of Commerce from Gujarat Law Society. He brings a suite of technical proficiencies including XERO, MYOB, Tally ERP, and advanced Excel modeling, combined with strong interpersonal skills and a global outlook.

At Balfour Capital Group, Yogi Lamba represents a new generation of financially astute, analytically sharp professionals ready to deliver insight, value, and growth.