Rishabh Tyagi
New Delhi
Summary
Results-driven Investment Professional with expertise in equity research, financial modeling, and valuation analysis. Skilled in forensic statement examination to identify discrepancies and provide accurate evaluations. Proficient in DCF, Comparable Company Analysis, and Precedent Transaction Analysis to deliver actionable investment insights. Proven success in assessing corporate strategies, management effectiveness, and fiscal health to align investment strategies with market opportunities.
Overview
4
4
Certification
2
2
years of professional experience
5
5
years of post-secondary education
Work History
Assistant Manager
SBI Mutual Funds
06.2024 - Current
- Oversee daily operations of 49 branches in the SBG channel, ensuring 100% compliance and executing 700+ client transactions monthly
- Manage 200+ client relationships, delivering tailored financial strategies that increased portfolio performance by 15%
- Acquire 200+ new clients annually, driving 20% revenue growth within the branch
- Recommend mutual fund investments, enhancing portfolio diversification by 25% for high-net- worth clients
- Present 20+ investment proposals annually, contributing to 10% portfolio growth and aligning with long-term objectives
- Collaborate with the sales team to create marketing materials, boosting client engagement by 30%
- Manage 15 Independent Financial Advisors (IFA), driving sales growth and aligning with business goals
- Added 5 merchant banks and 10 corporate accounts, expanding the branch’s corporate client base.
Equity Research Analyst (Intern)
Dalal Street Investment Journal
Pune
05.2023 - 08.2023
- Dalal Street Investment Journal
- Analyzed JK Papers' three-year financial performance, evaluating revenue, profitability, and key financial ratios to assess business health
- Prepared a comprehensive report on investment plans, stock price movement, and industry outlook, contributing to strategic investment recommendations
- Developed an Initiating Coverage Report, assessing business fundamentals and growth potential, leading to improved investor insights
- Conducted management and forensic analysis, evaluating leadership strategies and financial reporting quality, identifying key areas for operational improvements
- Developed reports for clients outlining statistical data points.
- Analyzed information to determine viability and rebalance portfolio.
- Enhanced investment strategies by conducting thorough equity research and financial analysis.
Education
MBA - Fintech
Pune Institute of Business Management
Pune 05.2022 - 05.2024
BBA -
Pt.Deen Dayal Upadhyay Management College
Meerut 06.2018 - 06.2021
Certification
- Equity Research Cohort, The Valuation School, 2024
- NISM-Series-XV: Research Analyst Certification Examination, 2025
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination, 2024
- Microsoft Excel - Excel from Beginner to Advanced, Udemy, 2024
Skills
Financial Modeling
Equity Research
Management Assessment
Client Relationship Management
Problem Solving
Forensic Analysis
Sector Analysis
MS Office Tools: Excel, PowerPoint, Word
Timeline
Assistant Manager
SBI Mutual Funds
06.2024 - Current
Equity Research Analyst (Intern)
Dalal Street Investment Journal
05.2023 - 08.2023
MBA - Fintech
Pune Institute of Business Management
05.2022 - 05.2024
BBA -
Pt.Deen Dayal Upadhyay Management College
06.2018 - 06.2021
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