Namit Mehta

Investment Professional with a strong academic foundation and expertise in financial modeling and equity research analysis. Proven track record in financial statement analysis and client relationship management. Successfully developed and communicated investment strategies across diverse sectors, engaging institutional investors and enhancing client satisfaction. Committed to continuous professional growth and contributing to organizational success through diligent work ethic and expanding expertise.

• English
• Hindi

• Passion for Financial services and Eagerness to learn
• Everyday leads me to actively read and gauge Economy and market trends.

• Financial Modelling, 12/01/23, Conducted In-Depth Financial modelling on the Automotive giant: Financial performance, market positioning, and competitive landscape to support investment decision-making processes and insights on the Company's future growth and profitability., Prepared a One Page Report on the Company: to comprehensively assess and determine the financial performance of the company., Developed and plotted 3 Financial statements: to assess the health and growth potential including revenue projections, cost structures, and valuation metrics.
• DCF Modelling, Ratio & Sensitivity Analysis, 01/01/24, Developed a comprehensive Discounted Cash Flow model on Tata Motors: to assess the valuation and investment potential incorporating detailed revenue forecasts, cost projections, and WACC Analysis., Executed sensitivity analysis: to assess the impact of various assumptions and scenarios on the valuation and investment decision, and providing valuable insights.

• Finlatics Internship: Investment Intern: I learned about private equity investing from the standpoint of an equity fund and its many stages
• Placing a focus on sectoral direction, investing cycles, and investors' integration