Ananya Poddar
@ananyapoddar
I evaluate companies and build evidence-based equity portfolios through valuation, market research, and client-focused investment advisory.
IndiaWhat I'm looking for
At Cashvisory, I evaluate companies across banking, energy, and industrials, turning business, market, and financial research into investment views and recommendations.
I've analyzed 50+ companies using DCF, EV/EBITDA, P/E, and SOTP methodologies, and co-developed a 12–13 stock proprietary equity basket that is reviewed and rebalanced quarterly. I also assess equity, debt, and hybrid instruments to understand capital structures, leverage, and investment risk.
Alongside research, I manage 50+ client relationships and translate analysis into recommendations aligned with objectives, risk profiles, and investment horizons. Previously at Vedika Credit Capital, I assessed 30+ corporate borrowers and built credit models that reduced review turnaround by approximately 20%.
Experience
Work history, roles, and key accomplishments
Financial Analyst - Investment Research & Advisory
Cashvisory
Feb 2024 - Jul 2026 (2 years 5 months)
Evaluated 50+ companies across Banking, Energy and Industrial sectors, applying DCF, EV/EBITDA, P/E and SOTP valuation methodologies. Co-developed a 12–13 stock proprietary equity basket and managed 50+ client relationships.
Financial Analyst
Vedika Credit Capital Ltd.
Jan 2022 - Aug 2022 (7 months)
Analyzed financial statements, cash flows and debt structures of 30+ corporate borrowers to assess credit risk. Built credit models and prepared structured assessment reports, reducing review turnaround by ~20%.
Education
Degrees, certifications, and relevant coursework
CFA Institute
CFA Level II Candidate, Finance
CFA Level II Candidate, indicating ongoing progress toward the Chartered Financial Analyst designation.
Sri Sri University
Bachelor of Commerce (Honors), Accounting and Finance
Bachelor of Commerce (Honors) in Accounting and Finance, completed in 2022.
CFA Institute
CFA Level I, Finance
Completed the CFA Level I examination as part of the Chartered Financial Analyst program.
NISM
NISM Series V-B – Mutual Fund Distributor, Finance
Certified as a Mutual Fund Distributor under the NISM Series V-B examination.
Coursera
Corporate Finance, Corporate Finance
Completed a Corporate Finance certification through Coursera.
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Skills
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