Experience

Stalwart Advisors

• India
• Investment Management
• 1 - 100 Employee

• Senior Equity Research Analyst

  • Mar 2020 - Present

  Fundamental Equity ResearchManaging team of Associates & Junior AnalystsGenerating Stock Ideas as per Portfolio MandatePortfolio Risk Management SA follows value investing and moat investing principles popularized by Warren Buffet, Pat Dorsey and Peter Lynch. The job allows high flexibility to cover new sectors and companies without any time limits which has allowed me to understand a lot of sectors in a short period of time.ResponsibilitiesIdentifying the small and mid-cap stocks which have a potential to be tomorrow’s large caps.Monitoring the portfolio companiesMeeting managements to understand the business and assess the quality of managementIdentifying those companies which have sustainable competitive advantages (Moats).Due Diligence on promising companies which has a good track record in pastPerforming scuttlebutt, which is a part of due diligence process to find out the truth andreality of the company.Attending the Annual General meeting, analyst meets and conference calls for monitoring.Attending the various exhibitions or seminars to better understand the industry dynamics.Valuation of companies based on principal of Margin of Safety &Owners Earning, DCFvaluation and relative & scenario analysis.Preparing research reports and quarterly updates for portfolio companiesReading and incorporating investment strategies put forth by various value investing stalwarts.Participating and contributing in all investment discussion and decisions which helps to grow our company.

• Equity Research Analyst

  • Mar 2017 - Mar 2020

  Fundamental Equity ResearchSA follows value investing and moat investing principles popularized by Warren Buffet, Pat Dorsey and Peter Lynch. The job allows high flexibility to cover new sectors and companies without any time limits which has allowed me to understand a lot of sectors in a short period of time.ResponsibilitiesIdentifying the small and mid-cap stocks which have a potential to be tomorrow’s large caps.Monitoring the portfolio companiesMeeting managements to understand the business and assess the quality of managementIdentifying those companies which have sustainable competitive advantages (Moats).Due Diligence on promising companies which has a good track record in pastPerforming scuttlebutt, which is a part of due diligence process to find out the truth andreality of the company.Attending the Annual General meeting, analyst meets and conference calls for monitoring.Attending the various exhibitions or seminars to better understand the industry dynamics.Valuation of companies based on principal of Margin of Safety &Owners Earning, DCFvaluation and relative & scenario analysis.Preparing research reports and quarterly updates for portfolio companiesReading and incorporating investment strategies put forth by various value investing stalwarts.Participating and contributing in all investment discussion and decisions which helps to grow our company.

• Equity Research Associate

  • Mar 2015 - Mar 2017

  End to end Fundamental Research Analysis primarily on small & mid capsSector Agnostic CoverageAnnual Report AnalysisScuttlebutt Assignments like interviewing Channel Partners of listed companiesMeeting management of listed and unlisted peers 1to1 and going for plant visitsAttending Industry Exhibitions to understand and study value chains



Multiple Institutes & Online

• Finance Trainer

  • Jan 2017 - Present

  As a passion, I teach most of the Finance subjects like Financial Statement Analysis, Portfolio Management, Equity etc. to CFA (US), Commerce and MBA students at various institutes and online portals. As a passion, I teach most of the Finance subjects like Financial Statement Analysis, Portfolio Management, Equity etc. to CFA (US), Commerce and MBA students at various institutes and online portals.