Purvesh Parekh

About Purvesh Parekh

A competent professional with experience in Financial Analysis, Equity Research & Investor Relations and an effective communicator with excellent relationship management skills.Qualifications: MBA, Certified Financial Planner, Chartered Wealth Manager, Certified International Wealth Manager, Certified Treasury ManagerInvestor Relations* Analysis of various financial and operating metrics of the industry and the players in the industry* Detailed financial modelling and peer benchmarking to analyse financial trends* Conducting industry & regulatory research & analysis, to identify its potential impact on the company and the industry* Preparation of result documents; quarterly and annual* Preparing and assisting in chairman’s speech, earnings call speech and MD & A for quarterly and annual results* Interacting with business teams for understanding business developments and investor/analyst query resolutionFinancial Analysis, Equity Research and Business Research* Assessing financial data and trends to measure financial and operational performance of company and competitors* Using spreadsheet to analyze financial statements, spot trends, develop forecasts, benchmark peers, etc* Building and maintaining financial models to forecast financial results of companies and articulating ideas for clients* Undertaking analysis of individual sectors/ industries for investment including in-depth company and industry analysis* Preparing various investment research reports including Initiating coverage, Updates, etc

Experience

1. Head of Investor Relations

   Black Box

   Nov 2024 — Present · Mumbai, IN

Education

• ICFAI University

  CTM, Treasury

  2004 — 2005

• University of Mumbai

  B.Com., Commerce

  1998 — 2001

• Financial Planning Standards Board India

  Certified Financial Planner (CFPCM), Financial Planning

  2010 — 2010

• St. Pius X High School

  Schooling, General Studies

  1986 — 1996

• AAFM India

  CWM - Chartered Wealth Manager, Wealth Management

  2012 — 2013

• AIWMI

  CIWM - Certfied International Wealth Manager, Wealth Management

  2012 — 2013

• ICFAI Business School

  MBA, Finance

  2006 — 2008

Skills

• Relationship Management
• Mis
• Investor Relations
• Investments
• Equity Research
• Personal Financial Planning
• Strategic Financial Planning
• Business Analysis
• Forecasting
• Valuation
• Finance
• Secondary Research
• Business Strategy
• Analysis
• Financial Modeling
• Portfolio Management
• Competitive Analysis
• Instructor-Led Training
• Industry Research
• Leadership
• Wealth Management
• Financial Analysis
• Report Writing
• Team Management
• Equities