Summary
Overview
Work History
Education
Skills
Websites
LANGUAGES
Hobbies and Interests
Certification
Timeline
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Abhishek Patil

Abhishek Patil

New Panvel

Summary

Experienced Equity Research Analyst with delivering in-depth sector and company analysis to support investment decisions. Skilled in fundamental and quantitative research, financial modeling, valuation techniques, and building comprehensive investment theses across diverse industries. Strong Background in delivering solutions across sectors by combining technical rigour in financial modelling with practical insights on strategic positioning, investment decision-making, and capital structuring. Ability to work on complex engagements, and provide recommendations that drive value creation.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Analyst II

Daloopa Pvt Ltd
07.2021 - 04.2023
  • Developed and maintained sector-specific financial models to improve the forecasting of earnings and cash flows for key companies.
  • Conducted comprehensive equity research—identified investment opportunities and risks by monitoring financial statements, earnings releases, and industry trends.
  • Analyzed client data to pinpoint areas for operational improvement and value creation across back office functions, supply chain, procurement, manufacturing, and more.
  • Built strong relationships with clients, delivering timely and relevant insights to support their investment strategies.
  • Led sector and macroeconomic research initiatives, ensuring organizational awareness of market developments and regulatory changes.
  • Collaborated with cross-functional teams to optimize workflow and boost research output quality.

Equity Research Analyst

Finlatics FMEP
06.2020 - 08.2022
  • Managed real-time virtual portfolios, conducting in-depth research on BSE 500 companies using financial modeling and CAPM frameworks.
  • Generated sector and company-specific research coverage, forecasting stock performance and presenting to stakeholders.

Finance Intern

Vardhan Consulting Engineers
05.2021 - 06.2021
  • Developed project financial models, performed risk analysis, and contributed to revenue forecasts for infrastructure project

Education

MBA - Finance

DMS PUMBA
Pune
05.2021

BE - Mechanical

Sinhgad Academy of Engineering
Pune
06.2016

Skills

  • Financial Modelling and Forecasting
  • Equity Research and Sector Analysis
  • Company Valuation
  • Advanced Excel, MS Office
  • Bloomberg Terminal, Factset
  • Python Basic

LANGUAGES

English Full Professional Proficiency
Hindi Full Professional Proficiency
Marathi Full Professional Proficiency

Hobbies and Interests

Chess, Badminton

Certification

Financial Modelling, IB Institute

Timeline

Analyst II

Daloopa Pvt Ltd
07.2021 - 04.2023

Finance Intern

Vardhan Consulting Engineers
05.2021 - 06.2021

Equity Research Analyst

Finlatics FMEP
06.2020 - 08.2022

MBA - Finance

DMS PUMBA

BE - Mechanical

Sinhgad Academy of Engineering

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Abhishek Patil