Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Experience And Achievements
Certifications And Achievements
Hobbies and Interests
Other Professional Courses
Timeline
Generic

Mohammadali G Kapasi

Bhavnagar

Summary

Aspiring to become a successful Chartered Financial Analyst (CFA) by developing a career in finance, portfolio management, equity research, and investment banking. Committed to building a path of success by refining skills and knowledge in these fields.

Overview

5
5
years of professional experience

Work History

Trader and Investor

01.2020 - Current
  • Achieved 35-40% CAGR returns over 2 years through active trading in equity and derivatives (F&O)
  • Shared trading ideas and insights on the secondary market with a private WhatsApp community

Founder and Educator

Coaching Institute
01.2020 - Current
  • Established and managed a coaching institute for primary and secondary students
  • Mentored over 50+ students, improving academic performance through personalized teaching programs

Education

BBA - BUSINESS MANAGMENT AND FINANCE

SWAMI SAHAJANAND COLLEGE OF COMMERCE AND MANAGMENT
BHAVNAGAR
04-2025

CLASS XII - COMMERCE

SAINT MARY'S HIGH SCHOOL
BHAVNAGAR
03.2022

CLASS X - SSC

SAINT MARY'S HIGH SCHOOL
BHAVNAGAR
03.2020

Skills

  • Intermediate in Microsoft Excel
  • Basic knowledge of Python
  • Financial Modelling & Valuation
  • Excel Data Analysis
  • Equity Research and Investment
  • Analytical and Problem-Solving Abilities
  • Time Management and Multitasking
  • Team Collaboration and Leadership
  • Communication and Interpersonal Skills
  • Highly Adaptable to New Environments
  • Enthusiastic About Learning, Especially in Finance
  • Ethical and Professional Approach to Work
  • Financial market regulations

Accomplishments

  • RESEARCH PROJECT ON TVS MOTOR COMPANY IN SEM4, ABOUT FUNDAMNETAL , TECHNICAL AND CORPORATE STUDY ON TVS MOTOR COMPANY AND ITS ORGANIZATION


  • DETAILED INTENSE RESEARCH REPORT ON '' INVESTMENT PATTERN OF RETAIL INVESTOR ''

Languages

English
Gujarati
Hindi

Experience And Achievements

  • Trading and Investing, 2-3 Years, Achieved 35-40% CAGR returns over 2 years through active trading in equity and derivatives (F&O)., Shared trading ideas and insights on the secondary market with a private WhatsApp community.
  • Founder and Educator, 3 Years, Established and managed a coaching institute for primary and secondary students., Mentored over 50+ students, improving academic performance through personalized teaching programs.

Certifications And Achievements

  • CFA Level II, 11/01/24, Passed with 90th percentile.
  • CFA Level I, 11/01/23, Passed.

Hobbies and Interests

  • Equity Research and Market Analysis
  • Investment Banking
  • Portfolio Management
  • Continuous Learning in Financial Technologies

Other Professional Courses

  • Python Fundamentals (CFA Institute, Level II requirement)
  • Equity Research Analysis (CFA Institute)
  • Technical Analysis of stock market
  • Tally Accounting Software

Timeline

Trader and Investor

01.2020 - Current

Founder and Educator

Coaching Institute
01.2020 - Current

BBA - BUSINESS MANAGMENT AND FINANCE

SWAMI SAHAJANAND COLLEGE OF COMMERCE AND MANAGMENT

CLASS XII - COMMERCE

SAINT MARY'S HIGH SCHOOL

CLASS X - SSC

SAINT MARY'S HIGH SCHOOL

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Mohammadali G Kapasi