Anshul Sahu

About Anshul Sahu

CFA Level 3 candidate with hands-on experience across equity research, valuation, and investment consulting. Skilled in financial modeling, company analysis, and translating complex financial data into clear, actionable insights for investors and stakeholders.Began with equity research, focusing on analyzing company fundamentals, tracking industry trends, and developing structured investment frameworks combining fundamental and technical analysis to screen Indian equities and build investment theses.Transitioned into valuation, working on U.S. private companies across 409A and ASC 805 engagements. Built driver-based financial models from the ground up, performed financial statement analysis, and prepared comprehensive valuation reports with a strong emphasis on linking operating drivers to valuation outcomes.Currently working as a Jr Research Analyst, contributing to M&A and capital-raising engagements. Responsibilities include preparing investor pitch decks, building financial models & 13-week cash flow models for liquidity planning, and supporting transaction execution. Also involved in AI training initiatives focused on finance applications, with a key focus on transforming financial analysis into clear, compelling narratives for decision-makers.I share research breakdowns and sector commentary here - would loved to connect who is at analysts, PMS/AIF professionals, founders and learners who appreciate structured and thoughtful research.

Experience

1. Junior Research Analyst

   Wheaton Advisors

   Jan 2026 — Present · Pune, IN

   Jr. Research Analyst with hands-on experience supporting investment-focused consulting engagements, including M&A transactions, capital raising, and Financial modeling & valuation and research. Proficient in building detailed financial models, preparing investor-ready pitch decks, and conducting 13-week cash flow analyses to support deal structuring and due diligence. Experienced in working directly with clients on business sale mandates, investment opportunities, and strategic financial planning, while delivering sector-specific insights to inform investment decisions. Actively involved in multiple client engagements, including sell-side advisory and AI-driven finance training initiatives, with a strong focus on translating financial data into actionable insights for investors and stakeholders.* Financial modeling & Valuations* Equity and industry research* M&A transaction support* Pitch Deck* Other consulting services

Education

• Beersheba International School Pipariya Madhya Pradesh

  Higher secondary , Commerce with Maths

• SAGE University Bhopal

  Bachelor of Commerce - BCom, Financial markets