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Sumit BhagatSB
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Sumit Bhagat

@sumitbhagat

Finance professional tracking Indian equity markets and researching company businesses on a journey toward Wall Street.

India
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What I'm looking for

I’m pursuing my ambition to reach Wall Street and want to research company businesses and contribute to the world of finance.

I regularly analyze Indian equity markets and global trends, tracking Nifty, sector rotation, and macroeconomic events. I apply CFA concepts including risk-return, diversification, valuation, and modelling to my work as an independent trader.

I gained practical business experience working in my family-owned retail shop in Tawang after classes, and independently operated it for more than two months during a distressed period. I’ve been tracing equity markets since age 15, started investing at 16, and am pursuing the CFA Program Level I after clearing Level I.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

SS

SSEI

CFA Program Level I, Finance

2025 -

Grade: 1695/1900

CFA Level I cleared with a score of 1695/1900, ongoing coaching from 2025 to 2027.

TK

Techno India University, Kolkata

Bachelor of Business Administration, Business Administration

Grade: CGPA 7.1

BBA Graduate with a CGPA of 7.1, completed in 2026.

KT

Kendriya Vidyalaya Tawang

Higher Secondary (12th CBSE), Computer Science

Grade: 75%

Completed 12th CBSE with PCM and Computer Science, studied Python and AI, scored 75%.

Tech stack

Software and tools used professionally

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