Bharat Arora

About Bharat Arora

Top-rated Equity Strategist in India with over a decade of experience shaping market views at leading firms such as Ambit Capital and Motilal Oswal. I specialize in combining rigorous quantitative frameworks with clear, actionable insights—helping global institutional investors navigate complex markets with confidence. My expertise spans sectoral allocation, market concentration cycles, and forecasting macro drivers like interest rates and inflation.Known for distilling complex analysis into simple, high-impact narratives, I am trusted by top-tier clients for variant perspectives that drive portfolio performance. My research has influenced discussions across the Indian markets, including seminal work on market concentration, earnings persistence, and factor-based strategies.Academically, I cleared all three levels of the CFA exam in just 18 months and ranked among the top performers in my MBA (Finance) from IIT Madras (CGPA 9/10). I also hold the CFA Institute’s ESG Investing Certification. With an engineering background, I bring a unique ability to merge analytical precision with market intuition—making me one of the few strategists who can bridge deep numerical analysis with storytelling that resonates with investors.

Experience

1. Equity Strategist

   Ambit Private Limited

   Sep 2021 — Present · Mumbai, IN

   Cover Indian equity strategy with responsibility for sector/style views, thematic research, and institutional client engagement. Build data-driven frameworks to track market regimes and drive strategy articulation.• Develop strategy frameworks to monitor market cycles using macro and empirical indicators• Author thematic research notes and presentation materials for strategy views• Maintain dashboards/trackers for earnings trends, sector rotation, flows, and positioning• Lead institutional client engagement through strategy calls, presentations, and bespoke analysis

Education

• University Engineering College, Kota

  B.E, Electronics & Communication

  2005 — 2009

• Indian Institute of Technology, Madras

  MBA, Finance

  2012 — 2014

Skills

• Corporate Finance
• Equities
• Equity Research
• Capital Markets
• Microsoft Excel
• Economics
• Portfolio Management
• C
• Fixed Income
• Valuation
• Analysis
• Microsoft Office
• Analytical Skills
• Investment Banking
• Equity Valuation
• Financial Modeling
• Strategic Planning
• Banking
• Team Management
• Bonds
• Business Analysis
• Analytics
• Business Strategy
• Derivatives
• Financial Analysis
• Finance