Vidit Shah
Mumbai
Summary
To further my knowledge and experience in the field of Business and Finance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investor Relations Associate
Valorem Advisors
Mumbai
06.2023 - 08.2024
- Conducted comprehensive fundamental and in-depth analysis of client companies, such as Supreme Petrochem Ltd, Bharat Wire Ropes Ltd and Sintercom India Ltd
- Engaged proactively with buy-side fund managers, sell-side research analysts, PMSs, AIFs, and Brokerage Houses to deliver detailed presentations on client companies and provide updates on the latest developments
- Participated in management meetings of client companies to gain insights directly from the management, offering feedback from the investor community to assist in strategic decision-making
- Developed corporate presentations, earning presentations, conference call highlights, and various other collaterals from inception
- Organized Plant Visits and facilitated management meetings for investors, while furnishing extensive data for the initial drafting of client's initiating coverage reports
Equity Dealer
IIFL Franchise
Mumbai
06.2021 - 05.2022
- Handled client order execution.
- Utilized various methodologies to assess market trends like Fundamental and Technical analysis.
Education
Level 1 Cleared -
CFA Institute
USA11-2022
Bachelor in Financial Markets (BFM) -
Nagindas Khandwala College
Mumbai01-2021
Grade 12th - 73% -
Mithibai College
Mumbai01-2018
Grade 10th - 89% -
Dr. Sarvapalli Radhakrishnan Vidhyalaya
Mumbai01-2016
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Technical Analysis
- Languages - English, Hindi, Gujarati, Marathi
Certification
- NISM - VIII and VA
- Advance Excel and Tally
- CFA Level 2 (Nov 2024 - Result awaits)
Affiliations
- Cricket
- Travelling
Timeline
Investor Relations Associate
Valorem Advisors
06.2023 - 08.2024
Equity Dealer
IIFL Franchise
06.2021 - 05.2022
Level 1 Cleared -
CFA Institute
Bachelor in Financial Markets (BFM) -
Nagindas Khandwala College
Grade 12th - 73% -
Mithibai College
Grade 10th - 89% -
Dr. Sarvapalli Radhakrishnan Vidhyalaya
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