Summary
Overview
Work History
Education
Skills
Timeline
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Sagarika Chetty

Sagarika Chetty

Equity Research Associate
Mumbai

Summary

Equity research associate currently covering midcaps in the realm of new-age tech, hotels, tourism, luggage, aviation sectors, with a proclivity for deep diving into fundamentals of each stock.

Overview

4
4
years of professional experience

Work History

Equity Research Associate

Anand Rathi Institutional Equities
09.2023 - Current

Sectors: Hotels, Tourism, Luggage, New-Age Tech, Media & Entertainment, Aviation

  • Building models using DCF, addressing client queries and pitching new ideas through a comprehensive investment rationale
  • Preparing Coverage Report and conducting Channel checks for companies under coverage
  • Interact with institutional investors, communicating investment research and responding to requests for models and adhoc analysis
  • Maintain constant coverage of industry-related news, trends, and developments
  • Build relationships with investor relations teams of your portfolio companies

Executive Analyst

CRISIL
09.2022 - 08.2023
  • Working on templatized output of various frequencies on domestic and global markets, economy, and -financial markets
  • Covering equity and debt markets (domestic & global)
  • Curating monthly & quarterly mutual fund performance reports
  • Working on qualitative and quantitative fact sheets, scheme notes, and fund notes
  • Writing investor education articles on financial planning, investments, retirement planning, mutual fund, and insurance
  • Writing articles linking macroeconomic changes to mutual fund and insurance investments
  • Involved in qualitative and quantitative fund analysis

Finance Journalist

Economic Times (BFSI)
04.2021 - 07.2022

Covering Banking, Stock Market, Insurance & Fintech news

  • Covering and reporting crucial financial events e.g. budget, monetary policy meets, GST council meetings, etc
  • Covering day-to-day developments of key regulatory bodies including RBI, SEBI, AMFI & finance ministry
  • Interacting with key professionals across the BFSI segment including CXOs, financial advisors, etc to provide different perspectives

Education

Post Graduate Diploma - Financial Management

Indira Gandhi National Open University
Delhi, India
04.2001 -

Bachelor of Arts - Strategic Communication & Journalism

Mumbai University
Mumbai, India
04.2001 -

Skills

Microsoft Excel

Equity valuation

Earnings forecasting

Financial modeling

English (Verbal & Written)

Timeline

Equity Research Associate

Anand Rathi Institutional Equities
09.2023 - Current

Executive Analyst

CRISIL
09.2022 - 08.2023

Finance Journalist

Economic Times (BFSI)
04.2021 - 07.2022

Post Graduate Diploma - Financial Management

Indira Gandhi National Open University
04.2001 -

Bachelor of Arts - Strategic Communication & Journalism

Mumbai University
04.2001 -
Sagarika ChettyEquity Research Associate