Independent Equity Research Analyst
PGDM (Finance) professional with a strong interest in financial markets and investment research, experienced in analyzing companies, understanding business performance, and evaluating investment opportunities through fundamental and valuation-based approaches.
Self-Directed
Feb 2026 – Present · Ahmedabad
Conducted in-depth studies of listed companies using annual reports, investor presentations, earnings calls, and equity research reports; built a 13-point analytical framework for options analysis and a multi-segment trade journal with auto-computed Greek profiles; conducted daily institutional-style market briefings tracking macro, geopolitical, and flow-based drivers of Indian equities, crude oil, and precious metals.
Smytten
Nov 2024 – Jan 2026 · Ahmedabad
Managed end-to-end Bills Receivable activities for 200+ client accounts; monitored Order-to-Cash processes, prepaid and COD settlements, outstanding receivables, customer follow-ups, reports, reconciliations, dashboards, and payment discrepancy resolution.
Aditya Birla Capital
May 2024 – Jun 2024 · Mumbai
Profiled five client investment portfolios; recommended investment and insurance products based on risk appetite and financial goals; prepared a mutual fund research report on HSBC Equity Flexi Cap Fund; facilitated Rs. 1 lakh+ in insurance sales and Rs. 5 lakh+ in mutual fund investments.
Kailash General Store
Jul 2019 – May 2023 · Nathdwara
Managed local market sales operations, vendor sourcing, pricing negotiations, customer relationships, daily sales, cash collections, inventory movement, margins, supplier deliveries, and credit cycles.
Post Graduate Diploma in Management, Finance
2023 – 2025
Bachelor of Business Administration, General
2019 – 2022
Independent project involving company and industry analysis using annual reports and investor concalls; analysis of income statement, balance sheet, and cash flow statement; assessment of business model, competitive positioning, growth drivers, earnings call commentary, management profiles, strategic direction, SWOT analysis, and investment rationale.