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Credentials

  • CFA
    CFA Institute
    Sep, 2017
    - Apr, 2026

Experience

    • Manager - Equity Research
      • Jan 2022 - Present

  • Pragya Equities Private Limited
    • Mumbai, Maharashtra, India
    • Senior Research Analyst
      • Dec 2017 - Aug 2021
      • Mumbai, Maharashtra, India

      • Research from a bottom-up perspective, analyze, and evaluate public security investment opportunities across multiple industries• Build dynamic financial models to analyze expected returns of investment opportunities, test assumptions and perform sensitivity analysis• Monitor the regulatory changes that may likely influence equity investments made and identify lucrative opportunities arising from the same• Proactively provide insights and perspective of financial and operational data, recommend and discover underlying trends• Perform valuation analysis of companies’ securities, including DCF, precedent transactions, and relative value analysis• Interact with the company’s management and intermediaries to review integral decision-making factors such as past performances, strategy, the long-term outlook, industry challenges, etc. Interpret the findings of the interaction with the management/experts to build a detailed analysisand adopt the appropriate investment strategy• Involved in end-to-end processes for all key equity investments - identifying, planning, and execution

    • Research Analyst
      • Mar 2016 - Dec 2017

      • Strategized and created a well-diversified portfolio for SBICAP clients by recommending going overweight/underweight on sectors with an objective to outperform the benchmark• Gathered and analyzed industry data to develop an industry vision,emerging trends in the Indian and global industry, decipher demand-supply mismatch• Regularly published quarterly results preview/review, earnings upgrade/downgrade notes, event-based reports, company visit notes, conference call highlights of the companies to help clients make informed investment decisions. Prepared OFS notes, IPO notes, and other special reports as and when required by the team• Developed and maintained the financial models of companies with valuation and forecasting• Built and leveraged relationships with industry participants and management teams• Screened and discovered new investment opportunities in publicequities space as required

  • H J Securities Pvt. Ltd.
    • Mumbai, Maharashtra, India
    • Research Analyst
      • Jul 2013 - Mar 2016
      • Mumbai, Maharashtra, India

      • Attended conference calls of the listed companies and summarize the key takeaways with recommendations• Participated in AGMs and analysts meet regularly. Represented the organization to build connect with fellow industry members during important meets adding value to the decision making• Gained expertise in using various tools such as Bloomberg and Ace Equity Software for analysis, implemented the know-how for intense research of the target companies and generated successful calls regularly

  • RBS
    • Mumbai, Maharashtra, India
    • Equity Analyst
      • Apr 2011 - Dec 2011
      • Mumbai, Maharashtra, India

      • Handled settlement of shares of Italy, Dutch, Swiss, and US markets• Instructed movement of shares from one country to another manually as well as on Swift software and handled stock reconciliation

Education

  • 2013 - 2017
    CFA Institute
  • 2011 - 2013
    Sydenham College of Commerce & Economics
    Master's degree, Finance
  • 2008 - 2011
    The South Indian Education Societys College of Commerce and Economics Plot No 71 72 Sion Matunga Estate Sion East Mumbai 400 022
    Bachelor of Commerce - BCom, Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Management”

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