Pratik Bajaj

Build, scaled and sold a startup 'Valuationary' in 2 years. Currently, I'm building upsurge.club, an e-learning platform that simplifies learning finance through interactive courses, expert live sessions, bite-sized content and more. Here's my story:

After 3 years of full-time internships at consulting firms and an investment bank, I became a Chartered Accountant in 2016 with an all India rank 55. My first job experience was with the Bank of America Merrill Lynch where I was a part of 4 member Centre of excellence team taking care of Global Financial Crimes. Having presented my ideas on using blockchain for trade finance, I was also added to the ideation team responsible for conceptualizing automating solutions for Bank of America.

While I was making a positive impact, I always wanted to witness it first-hand & hence joined a relatively leaner organization- Niveshaay Investment Advisors. I started as a senior associate and in a short while, got promoted to Portfolio Consultant designing Investment portfolios for HNI, family offices & corporate clients across the globe with an AUM of over INR 100 crores. Over the weekends, I practiced patience (:D) through teaching. I've been an adjunct professor at Auro University and CA institute.

Having years of diverse experience in the BFSI industry, I struggled with hiring the right candidates who have practical knowledge. I saw this huge gap between employers' expectations and employees' skillset. To solve this big problem, he dropped off his high-paying job and started Valuationary.

Within 2 years, we reached 10,000 candidates across 8 countries. With growth came acquisition offers. We finally structured a deal with Raise, amongst the available 4. We are now a proud part of Raise, building upsurge.club where finance is fun, exciting and rewarding. Join the club now!

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