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Senior Equity Research Analyst | Portfolio Performance Analysis, Company Valuation

About

A seasoned equity research professional with a Bachelor of Commerce (Honors) degree from Delhi University and a PGDM in Finance from IMT CDL Ghaziabad. Most recently served as Senior Equity Research Analyst at Spectrum@Metro, managing a ₹50+ crore portfolio. Contributed to portfolio construction, stock selection, and asset allocation through in-depth financial analysis and high-conviction investment recommendations. Previous experience includes a tenure at Ganesh StockInvest Private Limited, where advisory services were provided to HNI clients managing ₹3 crore+ portfolios. Skilled in portfolio performance analysis, company valuation, and stock research. Passionate about leveraging disciplined research and capital allocation strategies to create sustainable long-term value in the investment landscape.

Location

Delhi

Work experience

Senior Equity Research Analyst at Spectrum@Metro, Dec 2025 - May 2026 · 6 mos, Noida, Uttar Pradesh, India, 1. Conduct in-depth fundamental research and maintain active coverage on portfolio companies prior to capital deployment 2. Manage and monitor a ₹50+ crore portfolio, delivering actionable buy/sell recommendations aligned with long-term investment strategy 3. Generate high-conviction investment ideas through bottom-up analysis, contributing to alpha generation vs benchmark (Nifty 50) 4. Support portfolio construction and stock selection through detailed financial and valuation analysis 5. Advise on asset allocation across equities and mutual funds to optimize risk-adjusted returns

Senior Equity Research Analyst at Ganesh Stockinvest Private Limited, Apr 2024 - Dec 2025 · 1 yr 9 mos, On-site, HNI Portfolio Advisory - Manages portfolios of ₹3 Cr+ and offers asset allocation, rebalancing, and stock-specific methods to improve performance. equity Research & Reports - Created fundamental research reports, sector studies, and IPO notes that addressed investment thesis, risks, and valuations (relative comps). Client relationship management entails meeting with clients to discuss market trends, portfolio reviews, and new investment options. Trade & Market Insights - provide clients with actionable trade calls and technical analysis insights to help them improve their entry/exit timing. Knowledge Sharing - Delivered presentations on IPOs, business activities, and fundamental analysis to increase client engagement and trust.

Equity Research Analyst at Ganesh Stockinvest Private Limited, May 2022 - Jun 2024 · 2 yrs 2 mos, New Delhi, Delhi, India

Financial Analyst at StartupLanes.com, Feb 2022 - May 2022 · 4 mos, New Delhi, Delhi, India, Making valuation reports as well as projections for the idea stage or early-stage startups.

Equity Research Analyst at Finlatics, Jan 2022 - Feb 2022 · 2 mos, India, Making reports on selected sectors like IT & chemical industries and also making reports on selected companies of aforementioned industry.

Equity Derivatives Trader at Stock_seeds, Jul 2017 - Jan 2022 · 4 yrs 7 mos, Remote, Designed and tested options and futures trading strategies on NSE indices with a focus on technical analysis (candlestick patterns, RSI, CPR, Moving Averages). Built strong risk management discipline through real-time exposure to market volatility and position sizing. Developed a finance-focused Instagram page to share insights on equity markets, technical setups, and investing basics —Currently not activated. Strengthened ability to analyze market data, communicate financial concepts, and engage with audiences through educational content creation.

Education

PGDM, Finance and Financial Management Services, IMT CDL Ghaziabad

Bachelor of Commerce - BCom honors, Delhi University