Bhavan Shah

Experience

1. Senior Research Analyst

   Growthfiniti Wealth Pvt Ltd

   Apr 2023 — Present · Mumbai, IN

   Composed internal research reports mainly focusing on small-cap and mid-cap companies, conducting comprehensive research and analysis of various equity securities and industries to identify investment opportunities. Developed financial models using industry best practices and leveraged tools like Ace Equity Software, Equity Master, and other industry-specific resources to support the research. Conducted extensive fundamental analysis of publicly traded companies, evaluating financial statements, due diligence on industry trends, corporate management, and strategy evaluation to assess financial health and performance. Created an Excel-based model for stock allocation using the Efficient Frontier approach, creating optimised portfolios from a curated selection of stocks. Liaised with the Asset Allocation Head in developing asset allocation strategies for mutual fund portfolios, aligning them with clients\' risk tolerance and investment objectives. Participated in meetings with various Mutual Fund portfolio managers to grasp insights into their investment processes, assessing performance against benchmarks and aligning investment styles with the company\'s criteria. Acquired knowledge of technical analysis of stock, augmenting overall understanding and insights into the market trends, enhancing trading strategies and investment decision-making.

Education

• Aditya Birla Public School

  Higher Secondary School, Commerce

• Aditya Birla Public School

  Secondary School

• University of Nottingham

  Master of Science, Finance & Investment

• Narsee Monjee College of Commerce and Economics

  Bachelor of Commerce - BCom, Accounting and Finance

  2015 — 2018