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Fauzaan Patel profile image

Fauzaan Patel

Financial Analyst at Wahed Ventures
Intro Book
Fauzaan Patel, a seasoned Financial Analyst with 2+ years of experience in conducting due diligence, equity valuation, and investment analysis, holds a Bachelor of Commerce degree and various certifications in finance and technical analysis.
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Location
Mumbai, Maharashtra, India, IN
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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Nov, 2021
    - Apr, 2026
  • Algorithmic Trading and Stocks Essential Training
    LinkedIn
    Oct, 2021
    - Apr, 2026
  • Behavioral Finance Foundations
    LinkedIn
    Oct, 2021
    - Apr, 2026
  • Finance Foundations: Risk Management
    LinkedIn
    Oct, 2021
    - Apr, 2026
  • Key Psychological Principles for Ethical Persuasion
    LinkedIn
    Oct, 2021
    - Apr, 2026
  • Part-time Real Estate Investing
    LinkedIn
    Oct, 2021
    - Apr, 2026
  • Financial Modeling Foundations
    LinkedIn
    Sep, 2021
    - Apr, 2026

Experience

  • Wahed Ventures
    • United Kingdom
    • Financial Analyst
      • Jun 2022 - Present
      • United Kingdom

      Conducted Due Diligence on Startups around the world and assisted the CEO with continuously improving the Due Diligence Process. Evaluated and conducted rigorous due diligence on 50+ startups, along with pre-vetting 200+ companies.Prepared Due Diligence Reports and drafted Research Papers, including market analysis and competitor research.Developed Equity Valuation Models - including DCF and Modern Portfolio Theory models, along with High-level analytical tools like Issuer Tracker and KPI models.Drafted 10+ Investment Memorandum for Investors and Senior Management

  • Wahed
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Analyst
      • Mar 2022 - May 2022

      Technical and Fundamental Analysis of stocks.Finance and Research Analysis of the Indian Share Market, ETFs, and Mutual Funds -- including Shariah Screening and Risk Profiling for HNI and Retail Clients.

    • Finance Intern
      • Sep 2021 - Feb 2022

  • Anil A Masand and Co.
    • Khar mumbai
    • Assistant Account Executive
      • Apr 2018 - Aug 2018
      • Khar mumbai

      •Assisted in Accounts writing and Filing of IT returns.•Summarizing Balance Sheet and P/L Statements.•Journalizing entries into Tally ERP.

Education

  • 2018 - 2021
    Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
    Bachelor of Commerce - BCom, Accounting and Finance
  • 2021 - 2021
    LeapUp
    Equity Trading Bootcamp, Technical Analysis
  • 2019 - 2019
    BSE Institute Ltd
    Certificate Program on Capital Markets, Finance
  • MMK College - India
    HSC, Commerce
  • St. Stanislaus High School - India
    School, SSC

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Industry Focus. “Financial Services”

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