Rachit Shah
Ahmedabad
Summary
Dynamic analyst with a proven track record at Sameeksha Capital, excelling in equity research and DCF valuation. Leveraging critical thinking and teamwork, I delivered actionable insights that enhanced investment strategies. Skilled in utilizing AI for efficient research, I consistently supported robust financial models and improved decision-making processes.
Overview
6
6
years of professional experience
Work History
Analyst
Sameeksha Capital & Empiric Institutional
Ahmedabad
10.2022 - Current
- Researched Global equities across capital goods, semiconductor manufacturers and equipment providers, SaaS providers, pharma innovators, and healthcare providers, financial services, energy exploration, marketing, and refineries by evaluating industry dynamics, company fundamentals, management calls, channel checks, and brokerage reports.
- Analyzed financial data to support investment decisions and risk assessments.
- Prepared comprehensive financial models and produced earnings/value estimates utilizing DCF frameworks.
- Reviewed the quarterly performance of invested companies, and incorporated financial updates into DCF valuation models.
- Conducted equity screening and idea generation using AlphaSense.
- Conducted reverse DCF assessments to determine if stock assumptions supported required returns.
Articled Assistant
H.B PATEL & Associates
Ahmedabad
09.2019 - 08.2022
- Processed refund for companies in different sector.
- Received an opportunity to communicate directly with Assistant Commissioner for refund processing.
- Preparation and filing returns and tax audit reports of residents, individual, partnership firms, private companies.
- TDS related compliances for companies.
- Incorporated a private company on MCA website and drafted MOA and AOA for the company.
- Filed FORM MGT 7 for private companies.
Education
Chartered Financial Analyst - Finance
CFA Institute
04.2023
Financial Risk Manager - Risk Management
GARP
United States Of America11.2022
Certified Public Accountants -
AICPA
United States Of America09.2022
Chartered Accountants -
Institute of Chartered Accountants
Ahmedabad05.2022
High School Diploma -
Udgam School For Children
Ahmedabad03.2018
High School Diploma -
Delhi Public School
Ahmedabad03.2016
Skills
- Teamwork
- Process improvements
- Time management
- Ability to work under pressure
- Equity research
- Portfolio management
- DCF valuation
- Critical thinking
- Using AI to make research process efficient and effective
Languages
Advanced, Advanced, Intermediate
Extracurricular Activities
Played table tennis at state level. Certificate of Merit in International Commerce Olympiad-2016. Completed course 'Python for Finance: Investment Fundamentals & Data Analytics' on Udemy. Certificate of Participation in National Science Olympiad. Certificate of Participation in HI- SCORE School Champs Quiz Challenge.
Accomplishments
AIR 24 in CA intermediate Level-2019
Timeline
Analyst
Sameeksha Capital & Empiric Institutional
10.2022 - Current
Articled Assistant
H.B PATEL & Associates
09.2019 - 08.2022
Chartered Financial Analyst - Finance
CFA Institute
Financial Risk Manager - Risk Management
GARP
Certified Public Accountants -
AICPA
Chartered Accountants -
Institute of Chartered Accountants
High School Diploma -
Udgam School For Children
High School Diploma -
Delhi Public School