Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Mangesh Purohit

Summary

Experienced Trader and Valuation Associate with strong technical knowledge of markets, proficiency in equity derivatives, financial analysis, and valuation. Skilled in Financial Analysis,Financial Reporting,Financial Modelling,capital market, DCF. Motivated to learn, grow and excel in Investment Banking.

Overview

9
9
years of professional experience

Work History

Trader

Self Employed
07.2016 - Current
  • Executed timely and accurate trades in a fast-paced trading environment
  • Utilized technical analysis tools and chart patterns to make informed trading decisions
  • Executed buy/sell transactions based upon traditional and experimental forms of technical analysis and candlestick setups
  • Traded in variety of segments including equities, futures, options and commodities
  • Deep understanding of various option strategies
  • Assessed hourly market conditions to look for hedge and arbitrage opportunities
  • Strong command over intraday scalping as well as positional trading
  • Generated 35% return in FY 2022-23.

Valuations Associate

KPMG
05.2015 - 05.2016
  • Performed research related to industry trends and competitor activity as well as reviewed financial statements and other relevant data for accuracy and completeness.
  • Worked on Financial models and conducted financial analysis including Purchase Price Allocation
  • Prepared extensive valuation reports and analysis to present to clients and senior executives
  • Communicated with existing clients to obtain projections, forecasts, and financials to derive and conclude value
  • Analyzed and evaluated the valuation of companies using a variety of financial models, including discounted cash flow analysis, multiples, and comparable company analyses.

Education

Chartered Accountant -

The Institute of Chartered Accountants of India

Master of Management Studies -

Jamnalal Bajaj Institute of Management Studies

CFA Level 3 Passed -

CFA Institute USA

Skills

  • Technical Analysis
  • Equity Derivatives
  • Corporate Finance
  • Valuations
  • Financial Modeling
  • Financial Statements
  • Discounted Cash Flow (DCF)
  • Microsoft Excel
  • Investment Banking
  • Valuation & Financial Advisory
  • Financial Analysis
  • Options

Accomplishments

  • CFA Programme- Passed all 3 Levels in first attempt
  • Passed CA Final examination in first attempt
  • MBA CET 2009 - 99.97 percentile. In the top 40 candidates at the national level

Timeline

Trader

Self Employed
07.2016 - Current

Valuations Associate

KPMG
05.2015 - 05.2016

Chartered Accountant -

The Institute of Chartered Accountants of India

Master of Management Studies -

Jamnalal Bajaj Institute of Management Studies

CFA Level 3 Passed -

CFA Institute USA
Mangesh Purohit