Jatin Khemani, CFA

Managing Partner & CIO at Stalwart Investment Advisors LLP
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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Vivek Kumar

Mr.Jatin is extremely hard working professional, he is experts in fundamental analysis. He had taught me as a mentor during my mba program and done various case study with him. Personally I would like to say, he is cool and helping attitude person. Thank you sir Wish you all the best in your journey :-)

Shrikant Gupta

Jatin sir is always ready to teach and make you learn about the various aspects related to the financial markets. As a mentor, he was always and easily approachable. His ways for investing in companies were simple yet highly effective.

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Experience

    • India
    • Investment Management
    • 1 - 100 Employee
    • Managing Partner & CIO
      • Jun 2014 - Present

      Stalwart Investment Advisors is a New Delhi based SEBI registered independent equity research firm guiding investors build a solid long term portfolio. Founded by a team of experienced professionals, we are today looked upon as a specialist in identifying emerging small and mid-sized companies way ahead of Dalal Street. We specialize in scuttlebutt techniques wherein we conduct lot of primary research to uncover the long-term trends in industry as well as finer details about business and management quality. We are a team of full-time investors who invest our own capital in the very same stocks as suggested to clients making sure our interests are aligned and we leave no stone unturned in discovering and tracking emerging moat companies. I primarily look after Research and Scuttlebutt activities of the company. For more information visit: www.stalwartvalue.com | support@stalwartvalue.com Show less

    • India
    • E-Learning Providers
    • Host
      • Jan 2017 - Present

      I host India's first fully online investors conference - Indian Investing Conclave, which is our flagship case-study focused conference and Alpha Series (thematic), a knowledge initiative by IIC. I host India's first fully online investors conference - Indian Investing Conclave, which is our flagship case-study focused conference and Alpha Series (thematic), a knowledge initiative by IIC.

    • India
    • Higher Education
    • 1 - 100 Employee
    • Visiting Faculty Member
      • Dec 2013 - Dec 2018

      I teach Securities Analysis, Portfolio Management and Economics to MBA & CFA(USA) Candidates I teach Securities Analysis, Portfolio Management and Economics to MBA & CFA(USA) Candidates

    • Head of Researsh
      • Jul 2012 - Jun 2014

      It primarily involved doing an extensive research both qualitative and quantitative on small and mid-cap GARP (growth at reasonable price) stocks in Indian equity markets. It primarily involved doing an extensive research both qualitative and quantitative on small and mid-cap GARP (growth at reasonable price) stocks in Indian equity markets.

    • India
    • Financial Services
    • 1 - 100 Employee
    • Research Analyst (Equities)
      • Aug 2011 - Jul 2012

      - Identifying small and mid-cap growth stocks with potential to be multi-baggers - Preparing research reports which are published under 'Stock Insight' and 'Analyst Diary' sections of monthly investment magazine-Wealth Insight and on valueresearchonline.com - Identifying small and mid-cap growth stocks with potential to be multi-baggers - Preparing research reports which are published under 'Stock Insight' and 'Analyst Diary' sections of monthly investment magazine-Wealth Insight and on valueresearchonline.com

    • United States
    • Real Estate
    • 700 & Above Employee
    • Trainee - (Real Estate Consulting)
      • Apr 2011 - May 2011

      As a part of consulting team, my job involved providing seniors consultants the data about residential real estate market of Bangalore. The data was used in consulting assignments for various developers intending to launch new projects, corporates planning to move their head office and the likes. The job also involved assisting seniors in decision-making and client presentations. As a part of consulting team, my job involved providing seniors consultants the data about residential real estate market of Bangalore. The data was used in consulting assignments for various developers intending to launch new projects, corporates planning to move their head office and the likes. The job also involved assisting seniors in decision-making and client presentations.

    • India
    • Oil and Gas
    • 700 & Above Employee
    • Summer trainee
      • Apr 2010 - May 2010

      Worked on project finance for PRRPL pipeline and financial analysis of IOCL, SAP for e-payment analysis, checked cost estimates, commercial and price bid of tenders etc. Worked on project finance for PRRPL pipeline and financial analysis of IOCL, SAP for e-payment analysis, checked cost estimates, commercial and price bid of tenders etc.

    • India
    • Appliances, Electrical, and Electronics Manufacturing
    • 700 & Above Employee
    • Summer trainee
      • Apr 2010 - Apr 2010

      Reported to VP(Finance) and worked for the SBU team of Cables and wires segment. Visited the plant in Alwar, Rajasthan with the corporate team where we developed strategies for increasing the contribution earned by this segment. Some of which related to better sourcing methods for copper and aluminium (~80% RMC), others were about TQM implementation-5s and Kaizen to the bottommost level in the factory. Reported to VP(Finance) and worked for the SBU team of Cables and wires segment. Visited the plant in Alwar, Rajasthan with the corporate team where we developed strategies for increasing the contribution earned by this segment. Some of which related to better sourcing methods for copper and aluminium (~80% RMC), others were about TQM implementation-5s and Kaizen to the bottommost level in the factory.

Education

  • CFA Institute
    CFA (USA), Investment Management
    2010 -
  • Christ College - Bangalore
    MBA, Finance
  • Deen Dayal Upadhyaya College, Delhi University
    B.Com (Hons), Commerce

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