Bike Ridding
Viral Mehta
Research Analyst
Mumbai
Summary
Result-driven Equity Research Analyst with over 7 years of experience in analyzing company fundamentals, identifying growth segments, and delivering actionable investment insights. Proficient in financial modelling, AI-driven market analysis, and supporting strategic portfolio decisions. Extensive research exposure across Manufacturing, IT, NBFC, Apparel & Cosmetics, Automobile, Infrastructure, and more. Given the lean structure of the firm, handled a wide universe of ~60–70 companies simultaneously across diverse sectors.
Overview
10
10
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Equity Research Analyst
Revelation Portfolio Management Pvt Ltd
11.2017 - Current
- Managed multiple projects simultaneously, consistently meeting deadlines while ensuring high-quality research output.
- Tracked quarterly results and prepared 100+ equity research reports across diverse sectors.
- Built comprehensive financial models including revenue, EBITDA, PBT, and PAT forecasts.
- Evaluated industry segments and company fundamentals to identify outperforms.
- Participated in conference calls and webinars to stay current on industry news, enhancing overall expertise in the sector under coverage.
- Evaluated macroeconomic trends to assess potential impact on specific industries or companies under coverage.
- Developed financial models to forecast company earnings, valuations, and risk assessments for informed decision making.
- Conducted due diligence on potential investments and presented findings to investors.
- Hands on Experience on software like Capital Line, Ace Equity, Stock Edge, Screener.in, Tijori Finance, Strike.money,
Equity Dealer
Kotak Securities
02.2017 - 05.2017
- Managed risk effectively through diligent monitoring of market trends and client portfolios.
- Achieved high client satisfaction by providing timely and accurate equity trading services.
- Provided exceptional customer service, addressing inquiries proactively and resolving concerns effectively.
- Educated clients on equity markets and investment strategies, empowering them to make well-informed decisions.
- Maintained compliance with industry regulations, safeguarding both firm and client interests.
- Discussed financial options with clients and provided informed suggestions.
- Oversaw equity, IPO, commodity, and derivatives trades.
MIS Associate
Patni Financial Solution
05.2015 - 05.2016
- Streamlined reporting processes for increased efficiency in generating accurate reports and dashboards.
- Contributed to system upgrades and migrations, ensuring minimal disruption to daily operations during transitions.
- Maintained data integrity, implementing strict security protocols to protect sensitive information from unauthorized access or misuse.
- Assisted in the implementation of new software solutions, contributing to more efficient data management and analysis practices.
Education
MBA - Financial Management
Thakur Institute of Management Studies & Research
Mumbai, India 04.2001 -
Master of Commerce - Accounting And Finance
University of Mumbai
Mumbai, India 04.2001 -
Bachelor of Commerce - Accounting And Finance
KES’ M H Shroff College of Commerce
Mumbai, India 04.2001 -
High School - Commerce
Nirmala College Of Commerce And Science
Mumbai, India 04.2001 -
Skills
Company research
Certification
PG Certificate in Capital Markets
Interests
Learning New Things, currently i am Learning AI
Cooking
Organizing Events
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteHybridRemoteImportant To Me
Career advancementPersonal development programsCompany CultureWork-life balanceHealthcare benefitsTeam Building / Company RetreatsTimeline
NISM Series XV: Research Analyst
02-2025
Equity Research Analyst
Revelation Portfolio Management Pvt Ltd
11.2017 - Current
Equity Dealer
Kotak Securities
02.2017 - 05.2017
PG Certificate in Capital Markets
02-2017
MIS Associate
Patni Financial Solution
05.2015 - 05.2016
MBA - Financial Management
Thakur Institute of Management Studies & Research
04.2001 -
Master of Commerce - Accounting And Finance
University of Mumbai
04.2001 -
Bachelor of Commerce - Accounting And Finance
KES’ M H Shroff College of Commerce
04.2001 -
High School - Commerce
Nirmala College Of Commerce And Science
04.2001 -
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