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
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
Associate
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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