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
NISM XV - Research Analyst Certification
EQUITY RESEARCH BOOTCAMP
Equity Research Certificate 2023’ The Valuation School
PROJECTS :
Equity Research - Equity Research on Container Corporation Of India (CONCOR)