Pranav Shah
Mumbai
Summary
Equity Fund Manager with 11 years of extensive experience in financial markets, demonstrating proficiency in fundamental, technical, and quantitative research methodologies. Proven track record of generating innovative trading and investment ideas that drive portfolio performance. Strong leadership abilities complemented by excellent business acumen and communication skills, fostering collaboration within teams while pursuing continuous growth and knowledge.
Overview
11
11
years of professional experience
Work History
Fund Manager Equity
SBI Pension funds Private Limited
03.2023 - Current
- Managing equity and composite schemes for the NPS trust.
- Working with the CIO in formulating and designing an Asset Allocation strategy based on emerging economic trends.
- Building a concentrated equity portfolio with meaningful active allocation.
- Generating consistent returns and beating the benchmark over the medium to long term.
- Active participation in QIP, OFS, and IPO to optimize returns.
- Tracking results, attending the concalls, and participating in 1x1 and group meetings with the company's management.
- Designing quant-based models (momentum, quality, value, and growth).
- Deeply involved in technical research in identifying time cycles, inter-market analysis, ownership, demand and supply zones for better entry and exits.
- Writing a monthly equity outlook paper (forward outlook on equity markets, sectoral outlook, upcoming events).
Fund Manager Equity
DARASHAW AND COMPANY PRIVATE LTD.
07.2013 - 03.2023
- Manage the Proprietary, PMS, and PF portfolios.
- Analyzing market trends (multi-asset) to identify outperforming sectors and investment opportunities.
- Developing and coding an in-house strategy for ranking stocks based on a complex combination of technical parameters.
- Preparing a monthly report on various asset classes.
- Managing institutional clients' broking business and designing portfolios according to clients' requirements.
Education
PGDM - Finance
N. L. Dalmia Institute of Management Studies & Research
Mumbai01.2013
B.E. - Computer Science
K.J. Somaiya Inst of Engg and Information Technology
Mumbai01.2010
HSC -
Maharashtra State board
01.2006
SSC -
Maharashtra State board
01.2004
Skills
- Fund Management
- Equity research
- Investing and trading
- System Trading
- Microsoft Excel
- VBA
- Python
- SQL
- Metastock
Additionalinformation
Fund Management, Equity Research, Investing and Trading, System Trading, Microsoft Excel, Python, VBA, SQL, MSPowerPoint, Metastock XVI, Travelling, Teaching, Photography
Personal Information
Date of Birth: 02/08/88
Timeline
Fund Manager Equity
SBI Pension funds Private Limited
03.2023 - Current
Fund Manager Equity
DARASHAW AND COMPANY PRIVATE LTD.
07.2013 - 03.2023
PGDM - Finance
N. L. Dalmia Institute of Management Studies & Research
B.E. - Computer Science
K.J. Somaiya Inst of Engg and Information Technology
HSC -
Maharashtra State board
SSC -
Maharashtra State board
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