Equity Research Analyst | Buy-Side (PMS) | Fundamental Investing | Indian Equities

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India
Mumbai, Maharashtra, India
Bachelor of Commerce - BCom, Accounting
SIES College of Arts, Science & Commerce SION(W)
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Mumbai
Equity Research Analyst (Buy Side) at Square 64 Capital Advisors LLP, Feb 2024 - Present · 2 yrs 6 mos, Mumbai, Maharashtra, India, Role & Responsibilities - 1.Conduct in-depth fundamental research on Indian small-cap and micro-cap equities, with a focus on long-term value creation. 2.Analyze financial statements, cash-flow sustainability, capital allocation, and balance-sheet strength to identify high-quality businesses. 3.Evaluate industry structure, competitive advantages, management quality, and governance standards. 4.Track earnings, capacity expansions, order books, and cyclical inflection points to build high-conviction investment theses. 5.Continuously monitor portfolio companies and recalibrate views based on new disclosures, macro changes, and execution performance.
Equity Advisor at Motilal Oswal Financial Services Ltd, Aug 2022 - Jul 2023 · 1 yr, Mumbai, Maharashtra, India, Roles & Responsibilities - 1.Advised mapped clients on equity investment opportunities based on insights and recommendations provided by the internal research team. 2.Interpreted research reports, investment rationales, and risk factors to help clients make informed decisions. 3.Matched investment ideas with client risk profiles, objectives, and time horizons. 4.Provided regular portfolio updates and communicated market developments, earnings outcomes, and recommendation changes. 5.Built and maintained long-term client relationships through clear, transparent, and responsible advisory practices.
Senior Accountant at Tapan Trading Corporation, Jan 2021 - Aug 2022 · 1 yr 8 mos, Mumbai, Maharashtra, India, Roles & Responsibilities - 1.Maintained and reconciled inventory records, including raw materials, work-in-progress, and finished goods, ensuring accuracy and timely reporting. 2.Handled salary and wages processing for staff and factory workers, including attendance validation, statutory deductions, and timely payouts. 3.Coordinated with production and stores teams to track material movement, consumption, and stock variances. 4.Prepared periodic MIS reports related to inventory, payroll, and factory expenses for management review.
Bachelor of Commerce - BCom, Accounting, SIES College of Arts, Science & Commerce SION(W)