Parth Swar
MSc Finance and Investment
- Role
- Investment Analyst at Liquide
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Parth Swar
I am a finance professional with over 3 years of hands-on experience in the industry, complemented by my ongoing pursuit of a Master\'s degree in Finance and Investment. My career has equipped me with a solid foundation in Equity research, Technical analysis, and risk management. My goal is to blend my practical expertise with theoretical knowledge to excel in the dynamic world of finance, contributing to informed decision-making and value creation for organizations and clients alike.
Experience
Investment Analyst
Jul 2025 — Present · Bengaluru, IN
Identify long-term stock investment opportunities in Indian equities through a blend of fundamental and technical analysis-Curate research-backed stock recommendations for retail investors, factoring in earnings, valuations, price action, and market sentiment-Provide end-to-end financial planning services, helping clients achieve goals like retirement, home buying, education, and wealth creation-Perform risk profiling and design optimal asset allocation strategies tailored to individual financial needs-Track macroeconomic indicators, policy changes, and sectoral developments that impact equity markets-Use technical tools (charts, patterns, indicators) to time entries and exits, and support decision-making with momentum and trend analysis-Translate market complexity into simple, actionable insights, empowering clients to make confident investment decisions
Education
CMTA
CMT level 1, Technical analysis
University of Mumbai
BFM, Financial markets
2016 — 2019
Mulund College Of Commerce
Diploma of Education, Stock market operations
University of Greenwich
Finance and Investment
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