At Bajaj Financial Services, I conducted equity research across multiple sectors and developed stock valuation models using DCF, comparable company analysis, and precedent transactions.
I also analyzed company fundamentals, market trends, regulatory impacts, and macroeconomic factors to support investment insights. I prepared research reports and investment presentations for senior analysts.
At NJ Wealth, I assisted with portfolio analysis and researched mutual funds, fixed income securities, and equity products. I also developed Excel dashboards to track portfolio performance, asset allocation, and risk metrics, and built a Power BI dashboard analyzing equity portfolios with data refreshed from SQL.
