Karan Shah
Equity Analyst CFA L3 Candidate
- Role
- Investment Analyst at Nuvama Private
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Karan Shah
Seeking a challenging career in Finance field with a progressive organization which will…
Experience
Investment Analyst
Jun 2025 — Present · Mumbai, IN
Analysed and monitored a portfolio of Indian and U.S. listed equities, based on fundamental research, earnings performance, and valuation metrics. Conducted due diligence on startup investments by attending founder pitches, reviewing financial models, validating revenue assumptions, and assessing scalability, unit economics, and competitive positioning. Evaluated Alternative Investment Fund (AIF) opportunities, analysing fund strategy, track record, portfolio composition, fee structures, and risk–return profiles to advise on allocation decisions.
Education
SVKM JVPAREKH International School
A LEVEL, Business/Commerce, General
2016 — 2018
CFA INSTITUTE
CFA LEVEL 2 CANDIDATE
Mumbai University Mumbai
Bachelor of investment management, Finance and Financial Management Services
2018 — 2021
Sri Sri Ravishankar Vidya Mandir
Standard 10 (ICSE)
2008 — 2016
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