Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Aniruddha Saraf

Pune City

Summary

Accomplished Senior Investment Analyst and Equity Research Enthusiast with a proven track record at Everguard Life Ventures, adept in equity research and fostering client relationships. Excelled in creating bespoke financial models and enhancing portfolio performance, leveraging expertise in financial statement analysis and effective communication. Demonstrated success in asset allocation and client portfolio management, achieving significant investor satisfaction. Strong foundation in Equity Research, researching securities, analyzing market trends, and providing actionable investment recommendations. Adept at developing and presenting comprehensive research reports that drive strategic investment choices and maintaining a deep understanding of the financial services industrys

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Investment Analyst

Everguard Life Ventures
08.2024 - Current
  • Research funds and portfolios of top asset management
    companies in the country.
  • Portfolio Rebalancing and replacement as per market
    temperature.
  • Create tailor-made portfolios and financial models for clients that meet their financial requirements.
  • Prepare financial solution documents for Investors to meet their priority targets.
  • Conduct fitment calls with prospective investors to understand their financial position, psychology, and priority needs.
  • Represent the organization in public and corporate-sponsored
    events.

Financial Advisor

Clairvoyance Capital
08.2021 - 06.2024
  • Researched market trends to identify potential investment opportunities for clients.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

Equity Dealer

PNS Wealth Management
11.2020 - 06.2021


  • Delivered comprehensive reports on portfolio performance to clients regularly, highlighting key results and recommendations.
  • Oversaw equity, IPO, commodity, and derivatives trades.
  • Helped clients determine investment objectives and planned according to goals.

Education

MBA - Finance

Amity Global Business School
Pune, India
06-2020

Bachelor of Commerce - Finance And Accounting

Symbiosis College Of Arts And Commerce
Pune
06-2017

Skills

  • Equity Research
  • Financial statement analysis
  • Company Analysis
  • Industry analysis
  • Technical analysis
  • Asset Allocation
  • Private equity analysis
  • Fund performance evaluation

Certification

NISM XV - Research Analyst Certification

  • Learned the basics of Indian Securities Markets and different terminologies used in equity and debt markets, top-down and bottom-up approaches to fundamental research, and the qualities of a good research report.
  • Gained exposure in the principles for micro and macro-economic analysis, the sources of different information for analysis, and the various macro economic variables affecting the analysis.


EQUITY RESEARCH BOOTCAMP
Equity Research Certificate 2023’ The Valuation School

  • Gained hands-on experience in quantitative analysis, developing investment models and analyzing stocks to assist portfolio managers.
  • Gained skills and knowledge required to excel in the field of
    equity research including Financial Statement Analysis, Industry Analysis, Company Analysis, Financial Modeling, Equity Markets, Investment Research Tools, and Portfolio Management.
  • Understood the key industry drivers and sources of information for industry analysis, Company Analysis, the Fundamentals of Risk and Return, Valuation Principles, and the philosophy of various Corporate Actions.


PROJECTS :

Equity Research - Equity Research on Container Corporation Of India (CONCOR)

  • Conducted comprehensive Equity Research, encompassing financial statement analysis, and industry benchmarking, providing valuable insights for investment decisions.




Timeline

Senior Investment Analyst

Everguard Life Ventures
08.2024 - Current

Financial Advisor

Clairvoyance Capital
08.2021 - 06.2024

Equity Dealer

PNS Wealth Management
11.2020 - 06.2021

MBA - Finance

Amity Global Business School

Bachelor of Commerce - Finance And Accounting

Symbiosis College Of Arts And Commerce
Aniruddha Saraf