1. Saurabhkumar J. Patel
Karlstrasse 58 | 63065 Offenbach/Main, Germany | Mobile: +49 17666 924577
E-mail: Saurabhkumar.patel@fs-students.de
Age: 26 years
Page 1 of 2
EDUCATION
Frankfurt School of Finance & Management
Master of Finance (MSc)
 First semester abroad with Bombay Stock Exchange Institute,
Mumbai.
 Performance till date: 83.57%.
 Concentration: Capital Markets which includes core subjects like
Derivatives, Structed Products and Interest Rate Models, Credit
Derivatives, International Portfolio Management, Algo Trading and
Financial Analysis (Elective), FX Options (Elective) and others.
Frankfurt/Main, Germany
March 2016 – October 2017
(Ongoing)
Mumbai, India
September 2015 – December 2015
V T Choksi Law College - Veer Narmad South Gujarat University
Bachelor in Law and Legislation (LLB) – General (Parallel to CA Practice).
 Performance: 53.56%.
 Concentration: General which included subjects like Contract Act,
Indian Penal Code, Criminal Procedure Code, Law of Torts, and others
Surat, India
April 2011 – April 2013
Institute of Chartered Accountants of India
Chartered Accountancy (CA) – Premier certification for Audit and
Accounting in India.
 Final Score: 52.88% (All India passing ratio 15.78%).
 Prime subjects included Financial Reporting, Costing and Financial
Management, Direct and Indirect Taxation, and Corporate Laws and
Regulations.
Surat, India
June 2008 – January 2012
SPB Eng. Med. Comm. College - Veer Narmad South Gujarat
University
Bachelors in Commerce (BCom) (Continued parallel to CA).
 Performance: 58.56%.
 Concentration: Accounting and Auditing and included subjects like
Economics, Statistics, Taxation, and Corporate Laws.
Surat, India
March 2008 – March 2011
WORK EXPERIENCE
S J P & Co., Chartered Accountants
Proprietor/Founder
Surat, India
July 2012 – August 2015
 Notable Projects:
 Served as Board Advisor to a local Co-Op. Bank for 2 years. Advised on Balance Sheet Restructuring,
Policy Framework, Business Strategy and ERP Implementation. Helped grow the Bank from an
approximate loss of INR 8.5 million in 2011-12 to INR 0.14 million profit in 2012-13 and achieving as
high as INR 5.5 million Profit in 2013-14 registering a growth as high as around 4000%.
 Provided consultancy and helped formulate and implement strategy for Business Expansion for a client
whose core activities were that of Inland Fisheries. Assisted the Company to register a growth of 700%
in EAT from approx. INR 50 thousand in 2011-12 to approx. INR 400 thousand profit in 2012-13.
 Analysed and Audited Clients’ Financial Statements and advised on Accounting and Assurance standards.
 Represented clients before Income Tax Appellate Tribunal in Ahmedabad, Gujarat, also before Income Tax
Authorities like Assistant Commissioner and Commissioner of Income Tax, and managed to get many tax
demands overturned some as high as INR 350 thousand.
 Served as Tax Auditor and Statutory Auditor to various Firms and Organizations which includes Pvt. Ltd.
Companies, Partnership Firms, Co-op. Societies and Public Trusts and other organizations

2. Saurabhkumar J. Patel
Karlstrasse 58 | 63065 Offenbach/Main, Germany | Mobile: +49 17666 924577
E-mail: Saurabhkumar.patel@fs-students.de
Age: 26 years
Page 2 of 2
Vijay Jagani & Co., Chartered Accountants
Internship (Continued parallel to CA).
Surat, India
June 2008 – January 2012
 Mainly handled Client relations, and served as a support staff in Audit and Accounting.
 Promoted to senior apprentice and handled audit report finalizations and Taxation advisory, in the last
year. Served many clients including Supermarket Chains, Pvt. Ltd. Companies & HNIs.
SKILLS
Languages: Fluent in English, Basic level German (A2.1) and Native speaker in Hindi and Gujarati.
IT: Proficient user of Excel, Word and PowerPoint, working knowledge of Python, VBA and Bloomberg and
Reuters Terminals.
OTHER
 Education:
o Passed Level 1 exam of the CFA Program conducted in December 2016.
o Passed Intermediate Level of Company Secretaries Exam (CS Inter).
o Passed Intermediate Level of Cost and Management Accountant Exam (CMA Inter).
 Leadership and Micro Finance: Founded PowerDome Credit and Investment Union AOP, providing
financial assistance to local community. Currently having 75 members.
 Academic Projects:
Project Module Members
 The Greeks of Binary Options (with Excel)
 Portfolio of ETF’s - Value at Risk (with Excel)
 CDO’s and Credit Ratings (with Excel)
Risk
Management
5
 Presentation on Analysis of paper on “CEO Overconfidence and
Corporate Investment” by Malmendier and Tate.
 Valuation case study on Tottenham Hotspur F.C.
Corporate
Finance
3
 Presentation on Relationship Banking. Financial
Markets and
Institution
3
 Multi asset class and cross border Portfolio construction and
formulation with equal risk contribution optimization with monthly
rebalancing while controlling turnover.
International
Portfolio
Management
5
 Analysis on Evolution of Swap Curves from 1991 to 2016 and
calculating swap rates from spot rates.
 Analysing Reverse Floater and Leveraged Floater.
 Foreign Exchange Management for a Multinational Car Producer.
Financial
Engineering
9
 Formulation using Python of Portfolio consisting of 455 stocks of S&P
500 based on Momentum Strategy as presented by Baltas and
Kosowski in their academic paper in 2015.
 Formulation using Python of Portfolio per ‘Betting against Beta
Strategy’ as presented by Frazzini and Pedersen in 2013. (Individual
Exam exercise to be coded in 3 hours)
Algo Trading
and Financial
Analysis with
Python
5
 Personal Investment: Actively manage my personal portfolio based on different trading strategies and
optimized using Python. Personal portfolio has substantial weight on Equity compared to other asset
classes.
References available upon request