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Kshitij JaggiKJ
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Kshitij Jaggi

@kshitijjaggi

Investment management assistant manager at Omniscience Capital Advisors, researching Power and Banking and modeling HDFC Bank.

India
Message

At Omniscience Capital Advisors Pvt. Ltd., I deliver equity research and client advisory across the Power and Banking sectors. I turn company- and sector-level analysis into client-ready investment narratives and handle MIS and compliance correspondence.

On my HDFC Bank equity research project, I built a three-statement model and used DCF and comparable company analysis to derive a target price and investment recommendation. I also benchmarked the bank against major Indian private-sector banks on asset quality and profitability.

Earlier, I generated 40+ qualified B2B leads per month at BLR Logistiks and managed the client acquisition cycle. At Kanalytics, I analyzed datasets of 10,000+ records in Advanced Excel and prepared validated MIS reports; my other experience includes financial analysis, equity research, and business analysis.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

Amity University logoAU

Amity University

MBA, Finance

2026 -

Pursuing an MBA in Finance with coursework in Corporate Finance, Financial Markets, Investment Analysis, Cost Accounting, and Financial Modelling.

NI

NISM

Certification, Investment Adviser and Research Analyst

In progress: NISM Series X-A & X-B (Investment Adviser) and NISM XV (Research Analyst) certifications.

VT

Vidyalankar School of Information Technology

BMS, Finance

2022 - 2025

Completed a Bachelor of Management Studies in Finance.

IP

IMS Proschool

Certification, Securities Market and Investment Banking Operations

Completed certification in Securities Market and Investment Banking Operations.

JM

J.P. Morgan

Virtual Simulation, Investment Banking

Completed virtual simulations in Investment Banking.

GS

Goldman Sachs

Virtual Simulation, Investment Banking

Completed virtual simulations in Investment Banking.

BA

Bank of America

Virtual Simulation, Investment Banking

Completed virtual simulations in Investment Banking.

WF

Wells Fargo

Virtual Simulation, Investment Banking

Completed virtual simulations in Investment Banking.

Tech stack

Software and tools used professionally

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