Shubham Selvadia
Chartered Accountant (May’24)| CFA Level I cleared
- Role
- Equity Research Associate at Tikri Group
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Shubham Selvadia
Chartered Accountant | CFA Level I cleared Aspiring Business Consultant | Capital Market Enthusiast with a keen interest in analyzing financial trends and unlocking the secrets of successful investing. Passionate about navigating the complex world of financial markets and uncovering investment opportunities. Interested in learning opportunities within the capital market. Please connect if you have insights, mentorship, or collaboration ideas to share!
Experience
Equity Research Associate
Jul 2025 — Present · Mumbai, IN
Family office of Mr. Prashant Jain, ex joint MD & CEO of JSW Energy.1. Conducting comprehensive research and analysis on companies, industries and market trends to identify investment opportunities.2. Collaborating with portfolio managers and other investment professionals to support the investment decision-making process.3. Building and maintaining financial models to forecast company performance and assess valuation metrics.4. Monitoring and analyzing financial news, earnings reports and market developments to stay informed about the latest trends and changes.5. Analyse financial statements, including income statements, balance sheets and cash flow statements, to assess company performance and economic health.6. Conduct qualitative and quantitative analyses of companies, including financial modelling, competitive positioning, management quality and market potential.7. Develop and maintain investment theses and models for companies under coverage.8. Maintain a comprehensive database of research materials and industry information.9. Collaborate with internal teams to provide market insights and support client interactions.10. Provide timely updates and revisions to research reports and recommendations, based on new information and market developments.
Education
Vikram University, Ujjain
Bachelor of Commerce - BCom, Business/Commerce, General
The Institute of Chartered Accountants of India
CA
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