Krutika V.
Equity Research Analyst at Envision Capital Services Private Limited- Claim this Profile
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English -
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Marathi -
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Hindi -
Topline Score
Bio
Credentials
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Certificate of Completion: Python Course
SoloLearnNov, 2016- Sep, 2024
Experience
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Envision Capital Services Private Limited
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India
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Investment Management
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Equity Research Analyst
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Jan 2018 - Present
- Identifying investment opportunities in equities with significant return potential over short and long holding periods - Using sound understanding of financial reporting, financial statement analysis, valuation and sector research developed over time towards in-depth and forensic-like analysis of companies - Sectors worked on include auto & auto ancillaries, cement, metals, banking & financial services among others - Identifying investment opportunities in equities with significant return potential over short and long holding periods - Using sound understanding of financial reporting, financial statement analysis, valuation and sector research developed over time towards in-depth and forensic-like analysis of companies - Sectors worked on include auto & auto ancillaries, cement, metals, banking & financial services among others
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Anand Rathi Financial Services Limited
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India
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Consumer Services
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1 - 100 Employee
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Assistant Manager - Private Wealth Management
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Jul 2015 - Jun 2017
- Quantitative & Qualitative analysis of investment opportunities for HNI clients - Designing asset allocation strategies & investment proposals under different risk profiles considering market fundamentals - Monitoring portfolio performance and rendering sustained advisory services - Understanding of various financial products including Mutual Funds, Stocks, Commodities, Private Equity, Bonds, PMS, Structured Products, Fixed/Company Deposits, Real Estate - Quantitative & Qualitative analysis of investment opportunities for HNI clients - Designing asset allocation strategies & investment proposals under different risk profiles considering market fundamentals - Monitoring portfolio performance and rendering sustained advisory services - Understanding of various financial products including Mutual Funds, Stocks, Commodities, Private Equity, Bonds, PMS, Structured Products, Fixed/Company Deposits, Real Estate
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The Institute of Chartered Accountants of India
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India
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Government Administration
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700 & Above Employee
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Chartered Accountant
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Apr 2014 - Jun 2015
Committee for Co-operative and NPO Sectors Committee for Information Technology Committee for Co-operative and NPO Sectors Committee for Information Technology
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Senior Executive
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Mar 2013 - Apr 2014
Overviewing Assignments related to Accounting & Company Law Matters, Auditing & Taxation Overviewing Assignments related to Accounting & Company Law Matters, Auditing & Taxation
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Education
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The Institute of Chartered Accountants of India
Chartered Accountant, Accounting and Finance -
Mulund College of Commerce
Bachelor of Commerce (B.Com.), Accounting and Finance