Sumit Hemnani
Head- Research & Portfolio Manager at Jamnadas Virji Advisory | CA | ERPNext
- Role
- Head of Research & Portfolio Manager at Tradonomy
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sumit Hemnani
With 11+ years in portfolio management and equity research, I offer expertise in…
Experience
Head of Research & Portfolio Manager
Aug 2018 — Present · Mumbai, IN
As Business Head of Research Division & Portfolio Manager at Jamnadas Virji Advisory (Tradonomy), a premier wealth management firm specializing in research-driven investment solutions, I lead tailored portfolio strategies for HNIs, institutions, and family offices. Drawing on my equity research and financial analysis expertise, I deliver data-informed insights to navigate markets, mitigate risks, and maximize returns. Our approach emphasizes Q Thinking (Quantitative Thinking), rigorously evaluating investments quantitatively from performance metrics to risk assessments; for objective decisions. We extensively use AI tools to enhance research, automating data analysis, predictive modeling, and scenario simulations for accuracy and efficiency-Managed HNI portfolios with customized strategies aligned to risk tolerances, return goals, and diversified assets (equities, mutual funds, alternatives) to optimize performance in volatile conditions-Established systems and mandates for research teams to develop strategic/tactical investment themes and identify optimal instruments (stocks, derivatives, ETFs), aligning with macro trends and compliance-Headed the Business Evaluation Department, leading SME valuations, growth strategies, and advisory to transform them into large enterprises via financial modeling, forensic accounting, and expansion plans-Oversaw model portfolios and research reports, integrating quantitative analysis like Markov chain models, Geometric Brownian motion models, etc. for forecasting and enhanced client decision-making.This role blends my passion for financial innovation with leadership, empowering clients and businesses for resilient growth in dynamic markets.
Skills
- Cash Flow
- Income Tax
- Portfolio Management
- Financial Markets
- Financial Reporting
- Assurance
- Finance
- Financial Accounting
- Financial Analysis
- Equities
- Tax
- Statutory Audit
- Corporate Tax
- Auditing
- External Audit
- Ifrs
- Fixed Income
- Capital Markets
- Vat
- Business Valuation
- Accounting
- Dcf
- Accounting Standards
- Internal Controls
- Account Reconciliation
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