Divyaansh Shaw
Research Associate
Mumbai
Summary
I am a graduate of BBA (Finance) student at NMIMS Mumbai with a strong academic foundation. Currently, I work as an Associate in Equity Research at Neo Wealth and Asset Management, where I focus on identifying high-conviction investment ideas in the small and mid-cap space while aligning them with the financial goals and do equity advisory to HNIs and UHNIs. I have hands-on experience in financial modeling, fundamental analysis, and SME-focused research.
Overview
1
1
year of professional experience
Work History
Research Associate
Neo Wealth Management
06.2024 - Current
- Spearheaded investment idea generation across the small and mid-cap equity space, with a focus on high-conviction, undervalued opportunities.
- Conducted detailed fundamental analysis and financial modeling to evaluate companies' business models, financial health, and growth potential.
- Supported strategic portfolio construction aligned with the unique financial goals and risk profiles of HNI and Ultra HNI clients.
- Led a specialized research initiative targeting SME companies with strong long-term wealth creation prospects, incorporating industry tailwinds and company-specific catalysts.
- Developed and presented thematic investment reports and tactical trade ideas by identifying inefficiencies and valuation gaps in the market.
- Engaged directly with HNI and Ultra HNI clients to understand their financial goals, risk appetite, and investment preferences, ensuring tailored equity recommendations aligned with their long-term and short-term objectives.
Education
BBA - Finance
Narsee Monjee Institute of Management Studies
Mumbai, India 04.2001 -
ISC -
Delhi Public School Megacity
Kolkata, India 04.2001 -
ICSE - Class 10th
Don Bosco School, Liluah
Kolkata, India 04.2001 -
Skills
- Finlatics Financial Market Experience Program
Gained hands-on exposure to real-time equity research, trading simulations, and portfolio tracking, with emphasis on market analysis and investment decision-making - Bloomberg Market Concepts (BMC)
Completed a comprehensive e-learning course covering core concepts in Economics, Fixed Income, Equities, and Currencies using Bloomberg Terminal data - Bloomberg ESG Certification
Acquired foundational knowledge of Environmental, Social, and Governance (ESG) investing frameworks, sustainability data, and impact metrics using Bloomberg tools
- Python for Finance
Developed practical skills in Python programming with applications in financial data analysis, quantitative modeling, and automation of research workflows - Financial Modelling
Built dynamic financial models for revenue forecasting, scenario analysis, and valuation; utilized tools like Excel, to predict future earnings and in turn, intrinsic value of the firms
Timeline
Research Associate
Neo Wealth Management
06.2024 - Current
BBA - Finance
Narsee Monjee Institute of Management Studies
04.2001 -
ISC -
Delhi Public School Megacity
04.2001 -
ICSE - Class 10th
Don Bosco School, Liluah
04.2001 -
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