Bhavya Nawal
Mumbai
Summary
Enthusiastic CFA and ACCA aspirant with a deep passion for finance. Constantly challenging myself to excel and make a significant impact in portfolio management, investment banking, and equity research. Primary interest lies in investment analysis, thriving on analyzing numbers and evaluating diverse asset classes. Gained valuable experience working with a family office, contributing to the analysis of investments across various asset classes.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Portfolio Management Intern
Saascorp Holdings LLP
Mumbai
02.2025 - 03.2025
- Analyzed different investment opportunities in both listed and unlisted segments.
- Gained comprehensive knowledge of diverse alternative investment classes, including private equity, REITs, ADRs, GDRs, and structured products.
- Conducted thorough fundamental and technical analysis of various stocks with the help of platforms like Screener and TradingView.
- Examined annual reports and management calls extensively to deepen company knowledge.
- Developed comprehensive analysis of companies to assess investment worthiness.
Intern - Equity research
Anand Rathi stock and stockbrokers
Mumbai
07.2024 - 08.2024
- Created detailed mainboard IPO notes for various companies, allowing me to dive deep into market analysis.
- Evaluated financial results across various market segments, which honed my ability to quickly identify trends and informed decisions.
- Analyzed concall data to compile detailed future company outlook reports.
- Developed reports about companies which taught me the importance of clear communication in presenting complex financial data.
- Conducted market research to support project initiatives, compiling and analysing data for team review.
Intern - Investment advisory
KRIIS - The portfolio management company
Mumbai
11.2023 - 01.2024
- Completed an internship program covering equity research which included analyzing different companies in the small, mid-cap and large cap segments suitable for fundamental investing
- Gained practical skills in finance terminology, deal types, transaction methods and business lifecycle analysis
- Deepened understanding of portfolio management in various sectors of different businesses
- Developed an ability to present Investment opportunities through company and sector analysis
Education
ACCA -
Association of Chartered Certified Accountants
Level 1 Candidate -
CFA Institute
Bachelor of Commerce -
Jaihind college
MumbaiHSC & SSC -
Sangam school of excellence
BhilwaraSkills
- Critical thinking
- Problem-solving
- Continuous learning
- Self-motivation
- Trend analysis
- Equity valuation
- Market research
- Teamwork
- Collaboration
- Leadership
- Attention to detail
- Accounting fundamentals
- Financial statement analysis
- Excel skills
- Equity research
- Data evaluation
- Capital market
- Market analysis
- Financial reporting
Certification
- PG Program in Investment Banking, Investment banking and financial modeling
- Data trained, London Governance and Compliance Academy
Interests
National gold medalist in karate
State-level proficiency in basketball
Volunteer work at Kanak NGO
Photography, debate, and group discussion at the school level
Timeline
Portfolio Management Intern
Saascorp Holdings LLP
02.2025 - 03.2025
Intern - Equity research
Anand Rathi stock and stockbrokers
07.2024 - 08.2024
Intern - Investment advisory
KRIIS - The portfolio management company
11.2023 - 01.2024
ACCA -
Association of Chartered Certified Accountants
Level 1 Candidate -
CFA Institute
Bachelor of Commerce -
Jaihind college
HSC & SSC -
Sangam school of excellence
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