Samarth Katare
.
Mumbai
Summary
A law graduate with a keen interest in finance. Proficient in research and drafting of documents for legal and financial work. Practical experience in contract drafting and financial analysis.
Overview
18
18
years of post-secondary education
6
6
Certifications
Education
Completed CFA Level 2 -
CFA Institute
2022.08 - 2023.08
Completed CFA Level 1 -
CFA Institute
2021.08 - 2022.08
B.A.LL.B -
ILS Law College
Pune 2018.08 - 2023.05
Diploma - Securities Law And Capital Markets
ILS Law College
Pune 2020.01 - 2020.03
Junior College (Commerce) -
Jai Hind College
Mumbai 2016.07 - 2018.05
School (ICSE) -
Bishops Co-Ed Kalyaninagar
Pune 2007.06 - 2016.05
Skills
Research
Drafting skills
Financial analysis
Discounted Cash-flow analysis
Portfolio Management
Accounting proficiency
Understanding of financial reports
Derivative Market Analysis
Derivative Strategy Building
Macro economic analysis
Certification
Understanding Financial Markets. (University of Geneva)
Investing Experience
- I began investing in 2018 and studied discounted cash flow and other metrics of valuation from Aswath Damodaran’s online MBA course taught in NYU. These aforementioned skills and the knowledge further acquired from the CFA curriculum have actively been used to research, value and pick promising stocks.
- Practicing the skills learned in “portfolio management” course taught in the University of Geneva , I have been managing my overall portfolio across various securities and asset classes.
- I further did a course on derivatives from Sanjay Saraf which has helped me to understand the derivatives market and to build various strategies.
Timeline
Completed CFA Level 2 -
CFA Institute
2022.08 - 2023.08
Completed CFA Level 1 -
CFA Institute
2021.08 - 2022.08
Understanding Financial Markets. (University of Geneva)
2020-10
Securing Investment Returns in the Long Run. (University of Geneva)
2020-10
Portfolio and Risk Management. (University of Geneva)
2020-10
Meeting Investors Goals. (University of Geneva)
2020-10
Diploma - Securities Law And Capital Markets
ILS Law College
2020.01 - 2020.03
Vidhishilpakar (Understanding of Law) (ILS Law College)
2018-09
B.A.LL.B -
ILS Law College
2018.08 - 2023.05
Certification on Corporate Contracts. (IALM)
2018-06
Junior College (Commerce) -
Jai Hind College
2016.07 - 2018.05
School (ICSE) -
Bishops Co-Ed Kalyaninagar
2007.06 - 2016.05