---
title: "Swathi AR - Equity Research Analyst in Bengaluru | Tal"
description: "Meet Swathi AR, Equity Research Analyst @ Algates Financial | MBA in Finance based in Bengaluru. AI stack includes claude code, gemini, and openai."
image: "https://tal.club/meet/swathi-ar/share-image"
---

# Swathi AR on Tal

## Headline

Equity Research Analyst @ Algates Financial \| MBA in Finance

## About

At Algates Financial, develops data\-backed investment theses, delivers actionable insights, and collaborates with the team to generate alpha opportunities\. By leveraging analytical and problem\-solving skills, supports informed investment strategies and decision\-making\. Committed to applying a strong foundation in finance and a collaborative approach to drive innovative solutions aligned with organizational objectives\.

## Location

Bengaluru

## AI stack

claude code

gemini

openai

## Work experience

Equity Research Analyst at Algates Financial, Aug 2025 \- Present · 1 yr 3 mos, Bengaluru, Karnataka, India, Built and maintained 3\-statement models \+ DCF valuations for 10\+ companies, supporting high\-conviction investment decisions Initiated coverage on 8\+ stocks, delivering data\-backed investment theses with defined catalysts and target prices Generated 5–7 actionable investment ideas/month, contributing to consistent alpha opportunities Developed and backtested 3\+ stock screening strategies on Screener\.in and Streak \(Zerodha\), achieving \~60% hit rate Executed equity & derivatives trades \(options/futures\) using technical indicators and risk management frameworks, maintaining disciplined position sizing and consistent strategy performance

Management Intern at Interactive Avenues, May 2024 \- Jul 2024 · 3 mos, Analyzed campaign financial performance and improved conversion rates by 25% through data\-driven optimizations\. Conducted ROI analysis on marketing spend, contributing to a 13% increase in client retention\. Delivered actionable insights to enhance campaign efficiency and strategic decision\-making\.

## Education

Master of Business Administration \- MBA, Finance and Financial Management Services, PSG Institute of Management

Bachelor of Business Administration \- BBA, PSG College of arts and science

[View the original profile](https://tal.club/meet/swathi-ar)

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