Pratik Mundra | FRM | B.COM
Summary
Financial analyst with 2 years of experience in equity research and investment advisory. FRM-certified with strong skills in financial modelling, valuation, and risk analysis. Proficient in Excel, Python, and Refinitiv, with solid knowledge of Basel norms and quantitative methods.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Equity Research Analyst
CrispIdea Pvt. Ltd.
Bengaluru
03.2022 - 09.2023
- Conducted research on 36 US-listed companies per quarter across IT Services, Semiconductors, and Software verticals, maintaining 100% coverage completion consistently
- Delivered 12+ research reports monthly in 90% of months, with a personal best of 18 reports in a single month, the highest in company history
- Integrated risk assessments into all investment theses, identifying downside triggers and valuation sensitivity in Buy-Sell recommendations
- Reports averaged 14+ downloads on Refinitiv, placing among the top-performing analysts by client engagement
- Built 3-year forward financial models, applied DCF and relative valuation, and performed deep-dive analysis of company fundamentals
- Published 50+ macroeconomic newsletters, linking global trends to sector-specific equity movements
- Participated in earnings and investor calls with senior management at AMD, Accenture, TSMC, IBM, and Qualcomm, enriching strategic insights
- Quoted by The Street for high-impact insights on Broadcom’s 5G and AI-led growth forecast
- Tools/Platforms: Refinitiv, Yahoo Finance
Investment Advisor
I Cap Financial Services
Bengaluru
12.2022 - 02.2023
- Developed and maintained relationships with key stakeholders, resulting in increased investment in pre-IPO companies and new business partnerships
- Managed a portfolio of clients and provided advice on market trends and investment strategies
- Achieved a 70% conversion rate in unlisted share sales
- Contributed significantly by preparing and presenting well-researched stock reports, consistently delivering substantial returns within a short time frame
- Offered expert guidance to diverse clients on investments, encompassing equity, pre-IPO stocks, debt, and mutual funds
Education
Financial Risk Manager (FRM) - Passed Part I & 2
Global Association of Risk Professionals (GARP)
06-2025
Bachelor of Commerce - Financial Accounting & Auditing
K.C. College
Mumbai01.2021
Skills
- Financial Modelling
- Technical Analysis
- MS-Excel
- Python (Basic)
- Reuters - Refinitiv Eikon
- MS-PowerPoint
- Risk assessment
- Report writing
Certification
- NISM Research Analyst (2021)
- NISM Equity Derivatives (2021)
- NCFM Technical Analysis (2021)
Affiliations
Football, Badminton, Reading, Stock Market Research, Trekking
Timeline
Investment Advisor
I Cap Financial Services
12.2022 - 02.2023
Equity Research Analyst
CrispIdea Pvt. Ltd.
03.2022 - 09.2023
Financial Risk Manager (FRM) - Passed Part I & 2
Global Association of Risk Professionals (GARP)
Bachelor of Commerce - Financial Accounting & Auditing
K.C. College
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