Aazeb Parbatani
Equity Research Analyst
Mumbai
Summary
Equity Research Analyst covering Indian public markets with a focus on financial services like NBFCs, banks and specialty lenders.
Equity research professional with solid background in financial analysis, market research and investment strategies. Skilled in data interpretation with keen analytical mindset.
Overview
10
10
years of professional experience
Work History
Equity Research Analyst
Omkara Capital Private Ltd
Mumbai
08.2022 - Current
- Coverage of listed Indian equities across NBFC & financial services sector and Capital Goods sector.
- Developed financial models to forecast company earnings, valuations, and risk assessments for informed decision making.
- Optimized stock selection process through regular peer group comparisons and relative valuation analyses.
- Communicated effectively with buy-side clients regarding research findings, ensuring understanding of key takeaways for their portfolios.
- Presented findings in concise written reports, enabling clients to make well-informed investment decisions.
- Conducted company visits for first-hand information gathering, strengthening relationships with management teams and industry experts.
Programme Evaluator
Finnacle Institute of Finance
Mumbai
08.2023 - Current
- Supported the development of evaluation frameworks, including identifying objectives, key metrics, and questionnaires.
- Monitored project progress and provided feedback to candidates based on initial evaluations, ensuring alignment with objectives.
Financial Data Analyst
Bahar Infocons Private Ltd
Mumbai
02.2016 - 02.2019
- Sieving data regarding RMBS and CMBS from deal agreements for international clients.
- Filtering corporate governance data from a foreign company's annual report for a proxy voting company.
- Spearheaded process improvements to increase data integrity, leading to more reliable financial reporting and insights.
Education
No Degree - Capital Markets
CFA Level II (Passed)
USA 04.2001 -
Bachelor of Commerce - Financial Accounting
Malini Kishore Sanghvi College of Commerce And Economics
Mumbai 04.2001 -
Skills
Equity research & investment thesis construction
Financial modelling
Client facing investment communication
Sector-specific due diligence
Accomplishments
Bahar Infocons Private Ltd
Awarded Best Debutant of the Year for exceptional performance and successful integration into the team during the first year with being a part of various projects across the teams.
Timeline
Programme Evaluator
Finnacle Institute of Finance
08.2023 - Current
Equity Research Analyst
Omkara Capital Private Ltd
08.2022 - Current
Financial Data Analyst
Bahar Infocons Private Ltd
02.2016 - 02.2019
No Degree - Capital Markets
CFA Level II (Passed)
04.2001 -
Bachelor of Commerce - Financial Accounting
Malini Kishore Sanghvi College of Commerce And Economics
04.2001 -