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
Microsoft Excel
Financial statement analysis
DCF analysis
Financial modeling
Research proficiency
Equity research
Equity valuation
Financial forecasting
Fundamental analysis
Industry analysis
Financial research
Relative valuation
Ratio analysis
Problem-solving aptitude
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 TimeLocation Preference
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 -