Rohit Gupta
@rohitgupta8
Equity research and portfolio management professional delivering investment recommendations through rigorous fundamental valuation.
IndiaWhat I'm looking for
I’m a CFA Program Level III candidate (Levels I & II cleared) with hands-on equity research, buy-side and sell-side analysis, and disciplined portfolio management focused on listed Indian equities.
Since Jan 2022 as an Independent Equity Research Analyst, I’ve managed a self-directed portfolio that generated 34% absolute returns through security selection, fundamental analysis, and thesis-driven entry and exit decisions.
I build institutional-grade valuation work using DCF valuation, comparable company analysis, and relative valuation frameworks (P/E, EV/EBITDA). My process includes earnings and industry analysis plus macroeconomic assessment, alongside risk management through asset allocation, position sizing, and diversification.
I also translate research into clear investment narratives—producing CFA-standard reports and deep-dive research such as my Larsen & Toubro full fundamental analysis and an E2E Networks SELL-rating report using intrinsic value, sensitivity work, and integrated risk signals like Altman Z-Score and WACC.
Experience
Work history, roles, and key accomplishments
Financial Modeling Projects
Independent
Dec 2025 - Present (6 months)
Built institutional-grade 3-statement models with scenario and sensitivity analysis for listed Indian equities and produced CFA-standard investment research reports. Delivered deep-dive valuations including DuPont and Altman Z-score work and example outputs such as E2E Networks’ sell view showing 43% downside from DCF/comps versus CMP.
Published equity research and investment analysis content generating 200,000+ impressions and building domain authority. Grew a finance-focused network of 1,400+ professionals by sharing valuation frameworks, market insights, and research breakdowns.
Equity Research Analyst
Independent
Jan 2022 - Present (4 years 5 months)
Managed a self-directed equity portfolio generating 34% absolute return through security selection, fundamental analysis, and disciplined portfolio management. Built DCF and comparable-company valuation models, and drove thesis-based entry/exit while managing portfolio risk via allocation and position sizing.
Education
Degrees, certifications, and relevant coursework
CFA Institute
Chartered Financial Analyst (CFA) Program – Level III Candidate, Finance (CFA Program)
2023 -
CFA Program – Level III candidate (Levels I and II cleared).
Ravenshaw University
Bachelor of Commerce (B.Com), Accounting & Finance
2022 - 2025
Grade: CGPA: 8.0 / 10
Bachelor of Commerce (B.Com) in Accounting & Finance from Ravenshaw University.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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