Amit Mishra

CFA Level III Passed | Equity Research - Client Associates | Ex-Equity Research - Taurus Mutual Fund

Role
Associate at Client Associates
Location
Gurugram, HR, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Amit Mishra

A dedicated Equity Research professional and a CFA Level 3 charter-passer with a strong background in Equity research and fund management. My expertise lies in conducting deep fundamental analysis to identify high-conviction investment ideas and build robust equity portfolios.Currently, as an Associate at Pioneer Client Associates, I am responsible for creating and managing model equity portfolios of listed Indian companies. In my previous role at Taurus Asset Management, I successfully identified and pitched multiple small-cap companies, including Newgen Software Ltd, Pricol Ltd, and CMS Info Systems Ltd.I am passionate about identifying companies with sustainable competitive advantages (\"Moats\") and valuing them based on the principle of Margin of Safety.

Experience

  1. Associate

    Client Associates

    Jan 2025 — Present · Gurugram, IN

Education

  • PGDAV COLLEGE DELHI UNIVERSITY

    Bachelor’s Degree, Business/Commerce, General

    2015 — 2018

  • CFA Institute

    Level 3 Passed, Finance, General

  • St. Paul's School, Gwalior

    XII Grade, Business/Commerce, General

    2014 — 2015

  • St. Paul's School, Gwalior

    X Grade

    2012 — 2013

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