Dipesh Parekh

Sr Research Analyst @Sapient Wealth Advisors & Brokers Pvt Ltd

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.

CFA Institute

Level 3 Candidate, Valuations

Institue of Chartered accountants of India

Chartered Accountant, Finance, Taxation, Audit

St Xaviers High School

SSC

St Xaviers's High School

SSC