Maharshi Nikhilkumar Gadia

Graduate Research Assistant @ Ontario Tech University

About

As a graduate student in Financial Data Analytics at Ontario Tech University, I am passionate about the intersection of finance, data, and client success. My expertise lies in corporate finance, investment products, portfolio management , and advanced financial analysis using Python and Excel. My hands-on experience includes: Wealth Management: As a Financial Associate, I managed an AUM of 96 lakh+ and advised over 50 clients on insurance and mutual fund strategies. I helped them achieve an average annual portfolio growth of 12-15% through personalized risk-return analysis. Academic Support: I currently serve as a Teaching Assistant for a Wealth Management course, supporting 50+ undergraduate students with investment and risk management concepts. Data-Driven Research: My project work includes building market-neutral portfolios using the Fama-French 3-Factor Model and conducting event studies on ESG controversies to measure market impact. To deepen my expertise, I am actively pursuing the FRM Part I and the Canadian Securities Course (CSC). Let's connect.

Country

Canada

City

Greater Toronto Area

Industry

Financial Services

Skill

Financial Reporting, Financial Accounting, Financial Modeling, Leadership, Canva, Python (Programming Language), Customer Relationship Management (CRM), Finance, Portfolio Management, Personal Finance, Tax Preparation, IT Business Analysis, Statistical Data Analysis, Generally Accepted Accounting Principles (GAAP), Documentation, Investment Strategies, Risk Management, Portfoilio diversification, Financial Analysis, Interpreting Data

Experience

Graduate Research Assistant

Ontario Tech University

2026-3 - Present · 7 mos

Oshawa, ON

Research Studies: 1. Disability Inclusiveness and Financial performance of companies. 2. GARCH and LSTM Model to predict volatility of stocks 3. Retail Investor preference in different investments methods.

Graduate Teaching Assistant

Ontario Tech University

2025-9 - Present · 1 yr 1 mo

Oshawa, ON

Courses assisted: 1. Fixed Income Strategies 2. Wealth Management Principles - Supported 50+ undergraduate students leading to improved understanding of investment and risk management concepts. - Graded 22+ project reports and 50+ final exams, providing feedback that helped students improve average performance by 15%. - Streamlined course material organization, enhancing class engagement and response efficiency.

Food Service Supervisor

Booster Juice

2026-3 - Present · 7 mos

Toronto, ON

Customer Service Associate

Booster Juice

2025-1 - 2026-3 · 1 yr 3 mos

Toronto, ON

- Delivered friendly and efficient service in a fast-paced environment, assisting 100 + customers daily. - Accurately handled cash, card, and mobile payments while maintaining transaction precision.

Finance Associate

Smart Financial Services

2023-4 - 2024-7 · 1 yr 4 mos

Anand

- Advised 50+ clients on insurance, mutual funds, helping them achieve an average 12–15% annual portfolio growth. - Managed ₹96 lakh+ AUM, performing portfolio risk–return analysis and optimization. - Prepared and presented 70+ financial reports, explaining investment growth and performance trends. - Built long-term relationships through personalized client service and continuous advisory support.

Campus Representative

Sardar Patel College of Administration & Management (SPCAM) - MBA (SFI),Bakrol,Anand. 755

2021-9 - 2024-2 · 2 yrs 6 mos

Anand, Gujarat, India

Education

Ontario Tech University

Financial data analytics

2024-9 - 2025-12 · 1 yr 4 mos

CGPA : 4.09 ( A+ ) Courses: Financial Management, Investments, Econometrics, Risk Management, Dervatives, Programming and Data Processing

Sardar Patel University (SPU), Vallabh Vidyanagar

Business Administration and Management, General

2021-7 - 2024-3 · 2 yrs 9 mos

CGPA : 8.42 ( First class with A grade)  Courses: Managerial finance, Cost Accounting, Business Mathematics, Business Taxation, Personal Finance and Investment.