Rohit Kadam, CFA

Senior Equity Research Analyst at Entrust Family Office
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

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Samir Saini

Rohit is one of the most outgoing and fun loving personalities that I have ever met. In my time that I worked with him at the QC division of L&T -HED, I found him to be someone who can get the job done within the least amount of time. He works smart, can grasp a new concept very easily and is a great asset to any team to find the most simple & some times out of the box solution for any given product/process related problem. He also has the innate ability to get the full attention of the person he addressing/conversing with, be in a fellow colleague or the senior management of company. He has an up to date knowledge of the latest trends & processes in a given industry and has a superlative grasp of the financial implications of any decision made. His always smiling and cheerful demeanour does liven up the working atmosphere and he is definitely a great asset to any team.

sanjay satalkar

Rohit, a dynamic & enthusiastic student of this institute; a perfect leader amongst the students. Sincere & punctual in his assignments; good analytical mind; would turn every possible stone upside down to solve problems in the class. A caring person, getting well along with peers & superiors. A countable student in departmental as well as institutional functions & events. Wishing him a great success in his future career. Prof. S.S.Satalkar. D.J.Sanghvi college of Engg.

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2014
    - Nov, 2024

Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Senior Equity Research Analyst
      • Feb 2021 - Present

      Senior buy-side analyst for the directly managed long-only listed equities portfolio of Rs50bn+. Research potential investment ideas, draft investment notes, and actively track ~30 portfolio companies. Sectors researched - consumer, technology, and healthcare. Entrust is India's leading multi-family office and one of the earliest SEBI registered Investment Advisory firms in India. Entrust manages wealth for some very well-respected promoters and families of Indian Corporate. Senior buy-side analyst for the directly managed long-only listed equities portfolio of Rs50bn+. Research potential investment ideas, draft investment notes, and actively track ~30 portfolio companies. Sectors researched - consumer, technology, and healthcare. Entrust is India's leading multi-family office and one of the earliest SEBI registered Investment Advisory firms in India. Entrust manages wealth for some very well-respected promoters and families of Indian Corporate.

    • Switzerland
    • Banking
    • 700 & Above Employee
    • Lead Analyst (India Equity Research)
      • Jan 2019 - Feb 2020

      Published research on the Indian IT Services sector at Credit Suisse India (Institutional Equities). Led coverage of five large-cap IT stocks and one mid-cap stock. Attended the highly engaging regional research analyst training program held at the HK offices. The program is conducted by seasoned leaders at CS to groom upcoming analysts.

    • Equity Research Associate
      • Feb 2015 - Dec 2018

      Equity Research (Indian equities): Consumer, Auto components, NBFCs Active coverage of 25 listed Indian consumer companies within the Indian Consumer and Auto Sectors. Also assisted with coverage of the Indian NBFC sector. Primary coverage (Lead) of two leading consumer companies with a total market cap of US$25bn.

    • Hong Kong
    • Financial Services
    • 700 & Above Employee
    • Equity Research Associate
      • Jul 2013 - Jan 2015

      Worked with the CLSA India strategist on detailed reports and wrote market commentary on Indian equities. Also worked as the second analyst for the Indian IT services sector. Responsibilities included writing weekly market updates for select clients, maintaining macro databases, taking lead in idea generation and initial vetting of prospective projects. Worked with the CLSA India strategist on detailed reports and wrote market commentary on Indian equities. Also worked as the second analyst for the Indian IT services sector. Responsibilities included writing weekly market updates for select clients, maintaining macro databases, taking lead in idea generation and initial vetting of prospective projects.

    • Hong Kong
    • Financial Services
    • 700 & Above Employee
    • Summer Intern, CLSA Asia Pacific Markets
      • Jun 2012 - Aug 2012

      Equity Research, Asia Fulltime summer internship whilst pursuing MBA at National University of Singapore. Worked with regional head of Autos and assisted with equity research projects covered under South East Asian region. Equity Research, Asia Fulltime summer internship whilst pursuing MBA at National University of Singapore. Worked with regional head of Autos and assisted with equity research projects covered under South East Asian region.

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Investment Banking Analyst
      • Feb 2010 - Jul 2011

      Researched bond markets in Asia-ex Japan. Origination and execution for G3 currency bond origination for Asia ex Japan companies. Researched bond markets in Asia-ex Japan. Origination and execution for G3 currency bond origination for Asia ex Japan companies.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Research Assistant
      • Jun 2008 - Nov 2009

      Centralized Research Group (Investment Banking) Supported the US Capital Markets team in research-based projects for capital raisings. Part of the winning team in the internal business idea competition called 'Knowledge Forum'. Centralized Research Group (Investment Banking) Supported the US Capital Markets team in research-based projects for capital raisings. Part of the winning team in the internal business idea competition called 'Knowledge Forum'.

    • India
    • Construction
    • 700 & Above Employee
    • Intern, Quality Control, Heavy Enginnering Division
      • Jul 2007 - Dec 2007

      Part of the Quality Control department within the Heavy Engineering Department. Assisted with incoming material inspections and in-process quality checks during machining operations. Part of the Quality Control department within the Heavy Engineering Department. Assisted with incoming material inspections and in-process quality checks during machining operations.

Education

  • NUS Business School
    MBA, Finance, General
    2011 - 2013
  • NYU Stern School of Business
    MBA Exchange, Finance, General
    2012 - 2012
  • Dwarkadas J. Sanghvi College of Engineering
    Bachelor Of Engineering, Industrial Production Technologies/Technicians
    2004 - 2008
  • APICS Northern Colorado
    CIPM (Certified in Production and Inventory Management), Logistics, Materials, and Supply Chain Management
    2008 - 2009

Community

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