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Shivani S. Dani Date of Birth: 05/ 01/ 88

ACADEMIC RECORD:

Cleared NISM Investment Adviser Module (Level 1) with 67%

Cleared NCFM Interest Rates Derivatives Module with 98%

Cleared NCFM Fundamental Analysis Module with 74%

Cleared NISM CPFA Module with 71%

Cleared the Derivatives Market (Dealers) Module with 61%

Cleared the AMFI (Advisors Module) with 57%

Graduated in Computer Science from M. P. Deo Memorial, Dharampeth

Science College affiliated to the Nagpur University, in March – 2009

WORK EXPERIENCE:

a. Currently with Money Bee Institute Pvt. Ltd. as Consultant and Faculty (Apr

’11 – till date) Job Responsibilities include: 1. Delivering trainings for NISM Mutual Funds, Equity Derivatives and Stock Market

Operations and Risk Management (SORM) CPE 2. Delivering trainings for BSE Training Institute (Mumbai) and for BSE Investor

Awareness Programmes (across India) on topics related to Stock Markets, Trading, Clearing, Settlement, Depositories, Mutual Funds, Financial Planning, Derivatives, Budget Analysis, Debt Markets, etc.

3. Arranging Investor Awareness Programs for BSE and corporate clients in Nagpur and Vidarbha region.

4. Doing In house research and writing articles for various publications.

b. Was working as Freelancer (Jun ’07 – Apr ‘11) Job Responsibilities included 1. Designing financial portfolio of retail investors using of self-developed MS Excel models

(Using functions like FV, PV, Rate, NPER, PMT, IRR, etc.)

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CONTACT DETAILS:

TELEPHONE: Email:

M: 9860133860 shivani.dani@betamms.com

PERMANENT ADDRESS:

D/o Sudhanshu Dani

49/ 7 Ujwal Nagar, Wardha Road

Nagpur - 440025

DECLARATION:

I hereby confirm that the information provided above is true to the best of my knowledge.

Date: 13/ Aug/ 2013

Place: Nagpur (Shivani S. Dani)

COLUMNS/ TRAININGS/ BOOKS:

Youngest trainer for NISM CPE in entire India

Editor of FARRA (Fortnightly newsletter on Finance and Politics)

Guest Faculty for GITAM University (Vizag), Symbiosis Institute

(Nashik), Balaji Institute (Pune) amongst others.

Contributory columnist for Newspapers Tarun Bharat,

Loksatta, Dainik Bhaskar and Guntavnuk Guru

Trained over 1000 people on Indian Budget Analysis (using

MS Excel), covering topics like Revenue Expenditure, Capital

Expenditure, Borrowing, Non-Plan Expenditure, Fiscal Deficit,

Budget Estimates, Revised Estimates, etc.

Trained over 3000 students, investors and industry professionals

related to Mutual Funds and Financial Planning