Summary
Overview
Education
Skills
Certification
Investing Experience
Timeline
Generic

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
08.2022 - 08.2023

Completed CFA Level 1 -

CFA Institute
08.2021 - 08.2022

B.A.LL.B -

ILS Law College
Pune
08.2018 - 05.2023

Diploma - Securities Law And Capital Markets

ILS Law College
Pune
01.2020 - 03.2020

Junior College (Commerce) -

Jai Hind College
Mumbai
07.2016 - 05.2018

School (ICSE) -

Bishops Co-Ed Kalyaninagar
Pune
06.2007 - 05.2016

Skills

Research

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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
08.2022 - 08.2023

Completed CFA Level 1 -

CFA Institute
08.2021 - 08.2022

Understanding Financial Markets. (University of Geneva)

10-2020

Securing Investment Returns in the Long Run. (University of Geneva)

10-2020

Portfolio and Risk Management. (University of Geneva)

10-2020

Meeting Investors Goals. (University of Geneva)

10-2020

Diploma - Securities Law And Capital Markets

ILS Law College
01.2020 - 03.2020

Vidhishilpakar (Understanding of Law) (ILS Law College)

09-2018

B.A.LL.B -

ILS Law College
08.2018 - 05.2023

Certification on Corporate Contracts. (IALM)

06-2018

Junior College (Commerce) -

Jai Hind College
07.2016 - 05.2018

School (ICSE) -

Bishops Co-Ed Kalyaninagar
06.2007 - 05.2016
Samarth Katare.