Avinash Dulani
Investment Management Professional | 13+ Years in Family Offices & PMS | Specialized in Stock Selection | Proficient in Small-Cap & Mid-Cap Analysis
- Role
- Vice President - Investments at Thakor Family Office
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Avinash Dulani
I am a value-focused Investment Management professional with over 12 years of experience…
Experience
Vice President - Investments
May 2025 — Present · Mumbai, IN
Investment Manager for a Family Office with upward of $200 mn AUM- Oversee strategic allocation and management of portfolio- Other key area\'s - Succession Planning, Formalizing the structure, Tax planning
Education
H.G.H.M College of Management Studies
Bachelor of Management Studies, Accounting and Finance
2006 — 2009
Vivekanand College Of Management Studies And Research, Mumbai
MMS, Finance
2010 — 2012
CFA institute
CFA level 2 Candidate, Financial Analysis
Skills
- Equity Derivatives
- Fixed Income Analysis
- Corporate Finance
- Financial Markets
- Investment Banking
- Microsoft Office
- Finance
- Portfolio Management
- Equity Research
- Dcf
- Modeling
- Equities
- Bloomberg
- Economic Research
- Financial Analysis
- Equity Valuation
- Valuation
- Financial Modeling
- Quantitative Analytics
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