Vishwas Bhatia
Mumbai
Summary
Driven Equity Research Analyst and Portfolio Management professional with a proven track record at Future Generali Life Insurance Co, specializing in portfolio construction and stock analysis. Excelled in legal document verification at TSR Consultant Pvt Ltd, enhancing client satisfaction.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Equity Research Analyst and Portfolio Management
Future Generali Life Insurance Co
02.2024 - 05.2024
- Sale of insurance
- Trading of Equities
- Portfolio Construction
- Fundamental & Technical analysis of stock
Legal
TSR Consultant Pvt Ltd
12.2021 - 03.2023
- Responsible for document verification of IEPF-5 forms for claiming unpaid amount of dividends and shares out of the Investor Education and Protection Fund (IEPF).
- Answered work-related telephone queries from clients and coordinated meetings and conferences.
Education
PGDM - Finance
ICFAI Business School
Mumbai, India02.2025
M. Com -
University Of Mumbai
Mumbai, India08.2021
B. Com -
S.K.Somaiya College of Arts, Science And Commerce
Mumbai, India05.2019
Skills
- Power Bi - User Level Knowledge
- Tableau - User Level Knowledge
- Microsoft Excel - Proficient
- Powerpoint - Proficient
Certification
- Capital Markets: Fundamental & Technical analysis – Forevision
- Finance Fundamentals Course – Bloomberg
- Market Concepts Course – Bloomberg
- Power BI Essential Training – LinkedIn
- Tableau Essential Training – LinkedIn
Additional Projects
- Created a fund fact sheet outlining asset allocation and benchmark performance
- Conducted a year-over-year comparative analysis of company performance, including risk and return metrics, against industry peers and the Nifty index.
Timeline
Equity Research Analyst and Portfolio Management
Future Generali Life Insurance Co
02.2024 - 05.2024
Legal
TSR Consultant Pvt Ltd
12.2021 - 03.2023
PGDM - Finance
ICFAI Business School
M. Com -
University Of Mumbai
B. Com -
S.K.Somaiya College of Arts, Science And Commerce
- Capital Markets: Fundamental & Technical analysis – Forevision
- Finance Fundamentals Course – Bloomberg
- Market Concepts Course – Bloomberg
- Power BI Essential Training – LinkedIn
- Tableau Essential Training – LinkedIn
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