Dipesh Parekh
Asset Allocation | Global Investing | Fund Manager Framework | Equity Research
- Role
- Sr Research Analyst at Sapient Wealth Advisors & Brokers Pvt Ltd
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Dipesh Parekh
A budding equity research analyst associated with one of the fastest growing Financial…
Experience
Sr Research Analyst
Sapient Wealth Advisors & Brokers Pvt Ltd
Jan 2025 — Present · Mumbai, IN
Responsible for tracking key global and domestic economic development in framing a view of performance of asset classes across geographies. Tracking key economic drivers and evaluating fair value to make asset allocation decisions.Spearheaded frameworks for manager selection across MF, AIF & PMS spectrum. Active engagement with Fund Managers and CIO. Developed questionnaire to critically evaluate investment philosophy and process. Actively tracking Indian markets in terms of earnings growth and valuation from a long term investment perspective. Applying strong financial modeling skills by incorporating information availed from comprehensive on-ground research to determine companies intrinsic value. Applying fundamental valuation principles determine key valuation parameters for both multiple based as well as cash flow based valuations.Author of various internal publications including Monthly Outlook containing views and perspectives of global economies and asset classes along with Indian Economy and Markets.Proficient in Bloomberg, FactSet, Reuters, Capital IQ, ACE Equity, ACE MF, Excel (Macros, Power Pivot, Advance Excel). Extensive use of AI tools (Chat GPT, Perplexity) in all tasks for generating better output. Using Zapier for workflow automation.
Education
CFA Institute
Level 3 Candidate, Valuations
2018 — 2026
Institue of Chartered accountants of India
Chartered Accountant, Finance, Taxation, Audit
2012 — 2016
St Xaviers High School
SSC
1998 — 2008
St Xaviers's High School
SSC
1999 — 2008
Skills
- Corporate Finance
- Financial Analysis
- Financial Reporting
- Financial Accounting
- Auditing
- Strategic Planning
- Microsoft Excel
- Microsoft Word
- Powerpoint
- Windows
- Outlook
- Teaching
- Public Speaking
- Internal Audit
- Accounting
- Statutory Audit
- Microsoft Office
- Tax
- Income Tax
- Finance
- Chess
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