Sagar Fulwani

About Sagar Fulwani

Work Experience Equity Research Analyst – Sameeksha Capital (Oct 2023 – Present) At Sameeksha, I conduct bottom-up research to generate global investment ideas, analyzing financials, sector benchmarks, business models, corporate governance, and promoter backgrounds. I deliver one-pagers and detailed reports backed by valuation models, reverse DCFs, and consensus forecasts. I also track portfolio companies, analyze earnings, and monitor macro trends and industry developments. I collaborate closely with portfolio managers on investment strategy and risk, and use screeners and macro tools to identify emerging opportunities. Additionally, I led the development and automation of our global research infrastructure, including templates, dashboards, and model frameworks. Data Research Analyst – Morningstar Inc.(Apr 2022 – Sep 2023) Joined a new team building a product from the ground up, focused on delivering high-quality investor-relevant data. I analyzed filings across sectors like telecom, mining, oil & gas, and utilities to identify key performance metrics (KPMs), enabling better benchmarking and decision-making. I led the data collection process, ensured accuracy, and partnered with the tech team to integrate data into the product while developing automation tools to improve workflow and quality.

Experience

1. Research Analyst

   Sameeksha Capital

   Oct 2023 — Present · Ahmedabad, IN