KEVAL SHAH
Surat
Summary
Experienced stock trader with 4 years in the stock market. Possessing educational qualifications, professional expertise, and strong communication skills that make me an ideal candidate for a position at your organization.
Overview
18
18
years of professional experience
Work History
Independent Stock Trader
Independent Stock Trader
01.2021 - Current
- Highly skilled in stock picking for long-term investments and swing trading based on both fundamental and technical analysis
- Achieved an average annual return of 34% in 202324, outperforming the index
- Proficient in using analytical platforms like Screener for analyzing fundamental numbers of any stock
- Proficient in analyzing quarterly financial statements to identify growth opportunities and undervalued stocks
- Expertise in technical analysis of charts using tools such as Trendlines and Channels, Relative Strength Index (RSI), Fibonacci Retracement and many others
- Consistently track World market trends and geopolitical factors, analyzing their impact on stock market movements
- Consistently contributes on social media regarding stocks, market & share my views
Founder
Keval Shah Classes
06.2014 - 12.2020
- Mentor to the 400+ CAs from class
- Key Expertise subjects: Strategic Financial Management, Financial Reporting (Ind AS)
- Guided CA Final students in: Understanding derivative market, intricacies of Future & Options with practical training
- Corporate Valuation by various models such as Discounted Cash Flow, Multiplier, Earnings model & Asset approach etc
Intern
Ritesh Shah & Co.
01.2007 - 12.2010
- Team member for Statutory audit, Internal audit of Pvt
- Companies as well as trust related works
- Accounting & Income Tax returns
Education
CFA - Cleared CFA level 2
CFA Institute
01.2019
Master's - Finance
IGNOU
01.2017
Diploma in Information System Audit -
ICAI
01.2013
Chartered Accountancy -
ICAI
01.2011
Bachelor's -
DRB
01.2010
Skills
- Confident & Persuasive Speaker
- Effective Presenter
- Analysis using MS Excel
- Good Business Acumen
- Brand Development & Positioning
Achievementsandleadership
- Invited as Speaker by ICAI multiple times, 2023-24
- Invited as Speaker by ICSI Surat branch
- Coached 25+ CA's on technical aspects of stock trading
- Invited by ICAI Vadodara, Vapi Branch & Mumbai WIRC
- Appointed as Mentor to CA Students committee of Surat Branch, 2018-19
Pursuedcourses
- Financial Modelling, Skill Nation, under an Ex-Investment Banker
- Technical Analysis, Nishant Kumar, renowned analyst
Internship
Ritesh Shah & Co., 01/01/07, 12/31/10, Team member for Statutory audit, Internal audit of Pvt. Companies as well as trust related works., Accounting & Income Tax returns.
Timeline
Independent Stock Trader
Independent Stock Trader
01.2021 - Current
Founder
Keval Shah Classes
06.2014 - 12.2020
Intern
Ritesh Shah & Co.
01.2007 - 12.2010
CFA - Cleared CFA level 2
CFA Institute
Master's - Finance
IGNOU
Diploma in Information System Audit -
ICAI
Chartered Accountancy -
ICAI
Bachelor's -
DRB
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