DEEPTHI SREE RAJULAPATI
Equity Research Analyst
Mumbai
Summary
Equity research professional with background in financial analysis, market research, and investment strategies. Proven track record of delivering actionable insights and recommendations. Strong emphasis on teamwork and adaptability to meet evolving industry demands. Skilled in data interpretation, report generation, and stakeholder communication. Reliable, fast learner, Multi-tasker and results-driven with keen analytical mindset
Overview
6
6
years of professional experience
3
3
Languages
Work History
Equity Research Analyst
Axis Mutual Fund
01.2024 - Current
- Equity Research Analyst with one of the large asset management companies in India, with $410 million AUM.
- Covered sectors include Healthcare, Hospitality, Metals and Mining, and Chemicals.
- Bottom-up stock evaluation for identifying new investment opportunities, presented to Schroders PLC on a monthly basis.
- Developed financial models to forecast company earnings, valuations, and risk assessments for informed decision making.
- Generated ideas within coverage sectors by meeting with the company management and conducting an in-depth analysis through plant visits.
- Provided actionable insights for portfolio management through comprehensive industry analysis and stock recommendations.
- Generated alpha returns by identifying potential investment ideas in the IPO market.
- Worked as an ESG analyst for Axis AMC, where I worked closely with Schroders' global ESG team.
- Managed multiple verticals simultaneously, consistently meeting deadlines, while ensuring high-quality research output.
- Utilized screening tool to identify bottom-up stock idea identification.
Deputy Manager – Product Team
Axis Mutual Fund
04.2021 - 12.2024
- Managed all the domestic, as well as the offshore, equity products (30) of Axis Mutual Fund, including the launching of new products and the maintenance of existing products.
- Worked closely with the investment team and other internal teams in maintaining the existing funds.
- Conducted performance analysis and competitive analysis (both qualitative and quantitative) in the mutual fund industry, and provided all the data and presentations required by the entire India sales team of our company.
- Created an Equity ETFs Fund of Funds model, which rebalances every month to provide the allocation to each ETF.
- Worked closely with Schroders Plc to maintain the offshore products (4) and global feeders (3).
Research Intern
ITC Ltd – ITC PSPD
05.2020 - 06.2020
- Research on the shift in shopping patterns and spending of customers post-pandemic using JMP software.
- Customer-centric research in a B2B model company to understand the future demand for products that use ITC packaging.
- Collected and analyzed consumer data for better-targeted marketing campaigns, increasing customer engagement.
Education
MBA - Finance
Indian Institute of Management Rohtak
Rohtak, India01.2021
B. Tech - EEE
Andhra University
Visakhapatnam01.2018
Intermediate - Science
Dr KKR Raman Bhavan 1
Vijayawada 04.2001 -
Class X (BSEAP) -
Dr.KKR’s Gowtham Concept School
Machilipatnam01.2012
Skills
- Bloomberg
- Factset
- Morningstar
- MS Office
- Capitaline
- Valuefy
- SPSS
- Regression analysis
Additional Information
- Financial modelling and Forecasting
- Problem-solving
- Teamwork and collaboration
- Research paper writing
- Multitasking and organization
- Analytical thinking
- Attention to detail
- Research support
- Qualitative research
ACHIEVEMENTS & EXTRA-CURRICULARS
Secured All India 88th rank and city 1st rank in the first Indian Engineering Olympiad 2016
Secured 13th Olympiad rank in International Master Mathematics Olympiad 2010
Winner of various college level competitions in Badminton, Throwball 2017
Timeline
Equity Research Analyst
Axis Mutual Fund
01.2024 - Current
Deputy Manager – Product Team
Axis Mutual Fund
04.2021 - 12.2024
Research Intern
ITC Ltd – ITC PSPD
05.2020 - 06.2020
Intermediate - Science
Dr KKR Raman Bhavan 1
04.2001 -
B. Tech - EEE
Andhra University
MBA - Finance
Indian Institute of Management Rohtak
Class X (BSEAP) -
Dr.KKR’s Gowtham Concept School