Shloka Kapadia
Equity Research Associate at Carnelian Asset Advisors- Claim this Profile
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Hindi Professional working proficiency
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English Full professional proficiency
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Marathi Elementary proficiency
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Bio
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Credentials
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Passed CFA Level II (90th percentile)
CFA InstituteJan, 2023- Sep, 2024 -
Passed CFA Level I (90th percentile)
CFA InstituteJan, 2022- Sep, 2024
Experience
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Carnelian Asset Advisors
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India
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Financial Services
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1 - 100 Employee
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Equity Research Associate
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Mar 2023 - Present
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Renaissance Investment Managers Private Limited
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India
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Financial Services
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1 - 100 Employee
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Equity Research Associate
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Sep 2020 - Jun 2022
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Seicho Capital
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India
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Investment Banking
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1 - 100 Employee
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Intern
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Jun 2020 - Aug 2020
Seicho Capital is an investment banking firm having strong relationships with banks, institutional lenders & VC funds which helps us deliver innovative financing solutions. We enjoy a successful track record of completing transactions for several corporate houses helping them with capital raising services. We assist our clients with customized capital raising by helping them determine which markets to access, what structures are most appropriate and how best they can position their businesses with investors and lenders to attain optimal terms. Show less
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Finlatics
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India
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E-learning
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200 - 300 Employee
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Research Analyst
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May 2020 - Jul 2020
• Actively following companies listed on the Bombay Stock Exchange, specifically those that fall under the BSE Index. • Engaging in economy-wide, sector-specific and company-oriented research and analysis. • Building and managing a real-time portfolio on the stock market simulator. • Actively following companies listed on the Bombay Stock Exchange, specifically those that fall under the BSE Index. • Engaging in economy-wide, sector-specific and company-oriented research and analysis. • Building and managing a real-time portfolio on the stock market simulator.
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Consulting Lab
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Professional Training and Coaching
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Research Analyst
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Jul 2019 - Apr 2020
• Analyzed trends in the Indian shoe industry and evaluated financial statements of companies with an annual turnover of above 500 Cr. over a period of 4 years. • Researched and assessed critical on-going legal disputes affecting the Shoe Industry in India while assessing the legal provisions applicable to determine an appropriate verdict • Analyzed trends in the Indian shoe industry and evaluated financial statements of companies with an annual turnover of above 500 Cr. over a period of 4 years. • Researched and assessed critical on-going legal disputes affecting the Shoe Industry in India while assessing the legal provisions applicable to determine an appropriate verdict
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Summer Intern
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May 2019 - Jul 2019
• Researched and conducted various activities including soft skills training for patients with intellectual disabilities in order to make them more independent • Served as observational liaison between staff and patients to monitor patient responses to tests and treatments • Given the responsibility of administering Repetitive transcranial magnetic stimulation (rTMS) to patients • Prepared presentations to promote and create awareness regarding mental health across various workshops • Prepared an extensive research report with a presentation on topics such as communication skills, conflict management and reported directly to the Director • Facilitated workshops for patients with mental disabilities to teach skills such as communication, stress management, teamwork and overcoming substance abuse Show less
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Co-Founder
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Jul 2018 - Jul 2019
• Undertook independent research and analysed market surveys to determine product and customer preferences in the pet industry • Launched a social brand (“Pawfect Accessories”) with a monthly revenue of INR 5,000, to sell self-made dog accessories where a certain percentage of proceeds went to a dog shelter. • Developed, curated and designed the entire collection which includes customized dog tags, casual/formal bow ties, leashes etc. • Executed online and offline strategies to improve brand visibility by designing posts and content on Instagram Show less
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Research Analyst
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May 2018 - Jan 2019
• Prepared an extensive research report along with a documentary on the role of community radios in India to highlight the impact of community radios as a participatory form of mass communication • Based on on-field research, prepared an in-depth analysis on the participation and composition of the community members in managing the radio station, the audience and process of content creation • Conducted interviews with over 100 locals in villages of Uttarakhand to determine the role of the radio in influencing socioeconomic factors and gender-caste hierarchy Show less
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Summer Intern
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May 2018 - Jun 2018
• Created group lessons and interactive presentations to educate kindergarten Greek students on Indian culture • Taught 80+ students in various stages of cognitive, linguistic, social and emotional development • Helped in eradicating xenophobia by educating students on diverse cultures • Collaborated with team members to plan and schedule lessons promoting learning and student engagement • Created group lessons and interactive presentations to educate kindergarten Greek students on Indian culture • Taught 80+ students in various stages of cognitive, linguistic, social and emotional development • Helped in eradicating xenophobia by educating students on diverse cultures • Collaborated with team members to plan and schedule lessons promoting learning and student engagement
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Education
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FLAME University
Bachelor of Business Administration - BBA, Finance, General -
The Cathedral and John Connon School
High School Diploma, Business/Commerce, General