Surbhi Laddha
Howrah
Summary
Bilingual Research Analyst with experience in research field. Results-oriented and goal-driven with exceptional history of performing well with little or no supervision. Excellent talents in fundamental and technical analysis.
Seeking a role that offers opportunities to explore various aspects of financial markets. With a diverse background and experience managing projects during school and undergrad, I'm adaptable, flexible, and eager to contribute and grow.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Equity Research Contributor
Freelancer
Kolkata
02.2023 - Current
- Co-authored 10+ equity reports on companies like Adani Energy Solutions, Trent Ltd., HAL, Unichem Laboratories Ltd., Zomato, Polycab, etc
- Manage X platform for Lakewater Advisors for daily updates
- Written 10+ LinkedIn posts on various finance topics
Trading and Investing
Self
Kolkata
01.2021 - Current
- Best Bets: IIFLSec: 195% TF: 6 months, Protean: 76% TF: 6 months, Sun Pharma: 91% TF: 12 months, Prince Pipes: 310% TF: 2 years
- Worst Bets: Yes Bank, IndiaBulls Housing Finance
Senior Research Analyst
Fingrowth Media Private Ltd
12.2023 - 12.2024
- Prepared 100+ threads/posts on personal finance, taxation and investment
- Researched for 15+ tax-oriented videos for YouTube
- Led Influencer Marketing Campaign for TaxBuddy: Worked closely with influencers on X, Instagram, and LinkedIn, which generated close to 6 million impressions
- Assisted in making TaxBuddy's brand film with Bollywood star Rajkumar Rao
- Prepared weekly updates on various topics like: 5 major market's performance, commodities updates, IPOs in India, Finance Ministry's updates
- Helped in research work for 1st edition of 1Finance magazine
Technical Analyst
MACS
Kolkata
12.2022 - 01.2023
- Assisted on preparation of weekly reports and daily updates via technical analysis on indexes (Nifty and Bank Nifty)
- Prepared basic informative pieces on Indian Stock Markets
Articled Assistant
K. Baldwa & Co.
01.2019 - 03.2021
- Preparation of reports on audits performed; preparation of financial statements
- Solution-oriented, steadfast, and sincere
Articled Assistant
Deloitte Haskins & Sells
03.2018 - 01.2019
- Client Name: Kesoram ( Birla) Industries
- Statutory Audit, Limited Review, Tax Audit
Education
Final -
The Institute of Chartered Accountants of India
05.2024
CFA - Level 1 cleared
CFA Institute
CMT - Level 1 Cleared
CMT Association
Bcom (Hons.) -
Shri Shikshayatan College (Calcutta University)
01.2019
Shri Shikshayatan School -
Shri Shikshayatan School
West Bengal, India01.2016
Skills
- Research/Equity Research skills
- Analytical Skills
- Valuation Skills
- Team Player
- Time Management Skills
- Communication Skills
Accomplishments
- The Best Student Award by Paryavaran Mitra 2014
- The International Commerce Olympiad - 2014
- Pratibha Samman by Prabhat Khabar 2016
- The Student of the Year by The Times of India 2016
- Medha Samman by Tazza TV - 2016
Extracurricular Activities
Project Lead at Energy Auditing,
Composting and Vertical Gardens,
Part of TOI editorial team 2016,
Badminton, Karate, Swimming, Bharatnatyam, Kathak
Certification
- NISM XV Research Analyst
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Bengali
Intermediate (B1)
B1
Timeline
Senior Research Analyst
Fingrowth Media Private Ltd
12.2023 - 12.2024
Equity Research Contributor
Freelancer
02.2023 - Current
Technical Analyst
MACS
12.2022 - 01.2023
Trading and Investing
Self
01.2021 - Current
Articled Assistant
K. Baldwa & Co.
01.2019 - 03.2021
Articled Assistant
Deloitte Haskins & Sells
03.2018 - 01.2019
Final -
The Institute of Chartered Accountants of India
CFA - Level 1 cleared
CFA Institute
CMT - Level 1 Cleared
CMT Association
Bcom (Hons.) -
Shri Shikshayatan College (Calcutta University)
Shri Shikshayatan School -
Shri Shikshayatan School
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