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Sumeet Mehta

Sumeet mehta

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location of Sumeet MehtaThane, Maharashtra, India
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Followers of Sumeet Mehta977 followers

  • Timeline

  • Skills

    Investments
    Wealth management
    Equities
    Mutual funds
    Portfolio management
    Capital markets
    Investment advisory
    Trading
    Strategic financial planning
    Financial markets
    Business strategy
    Derivatives
    Investment banking
    Valuation
    Commodity
    Financial modeling
    Banking
    Private equity
    Entrepreneurship
    Asset management
    Corporate finance
    Financial services
    New business development
    Technical analysis
    Equity research
    Options
    Equity derivatives
    Finance
    Financial analysis
    Analysis
    Equity trading
    Currency
    Fixed income
    Fx options
    Risk management
    Trading systems
    Securities
    Bloomberg
    Team management

  • About me

    Sumeet Mehta. Equity Research Analyst at Trivikram Consultants. Location: Thane, Maharashtra, India; Industry: Financial Services...

  • Education

    • Mta

      2013 - 2013
      Cmt(chartered market technician) technical analysis cleared level 3

      Activities and Societies: Member of Association of Technical Markets Analysts(ATMA) Analysis of trend following systerms like moving averages,Leading Oscillators like RSI, Stochastics,Lagging Indicators like MACD histogram,Study of Trendlines,Channels, Candle Stick patterns like Hammer,Inverted Hammer, Hanging Man,Bullish Engulfing,Bearish Engulfing,Dark Cloud, Piercing Line,3 Black crows, 3 white Soldiers,Doji, etcStudy of Continous Patterns like Flag & Pole, Triangle,Rectangle, & reversal patterns like Head & Shoulders,Double Top,Double Bottom, etc

    • Cfa (us)

      2012 - 2013
      Cfa equity, derivatives, fixed income, quantitative analysis,alternate investments, corporate finance cfa level iii candidate

      Activities and Societies: Member of Indian Association of Investment Professionals.(IAIP) got insights of Fixed Income, Portfolio Management, Equity, Derivatives, Financial Ratios & analysis, Corporate Finance, Alternate Investments

    • Navbharat nutan vidyalaya

      1983 - 1993
      Bachelor’s degree b.e mechanical

      Activities and Societies: IAIP ( Indian Association of Investment Professionals) ATMA(Association of Technical Market Analyst)

  • Experience

    • Motilal oswal financial services ltd

      May 2005 - Aug 2014
      Business associate

      To bifurcate the clients according to thier willingness & ability to take risks depending on thier age,income,responsibilties.To use technical analysis to generate intraday as well as positional calls.Use of Moving Averages,Volume, RSI, Stochastics,Bollinger Bands,MACD, Candlesticks Pattern,Trendlines.To create volatility based & direction based strategies in Derivatives such as Straddles, Strangles, Condors, Butterfly Spreads,Bull Call Spread & Bear Put Spread, Calendar Spread

    • Trivikram consultants

      Sept 2014 - Mar 2019

      Identifying a company from the auto sector considering its ROE,ROCE & sales growth, interpret the PnL account on quarterly as well as on an annual basis, interpret the Balance sheet & Cash Flow statement, Calculating ratios, Prepare a financial model & then do the valuations based on DCF, P/E, P/B methods. Arrive at a figure where we find the stock comfortable to buy. Identifying a company from the auto sector considering its ROE,ROCE & sales growth, interpret the PnL account on quarterly as well as on an annual basis, interpret the Balance sheet & Cash Flow statement, Calculating ratios, Prepare a financial model & then do the valuations based on DCF, P/E, P/B methods. Arrive at a figure where we find the stock comfortable to buy.

      • Research Analyst : Auto Sector

        Sept 2014 - Mar 2019

      • Equity Research Analyst

        Sept 2014 - Mar 2019

    • Samrddh niveshak

      Mar 2019 - Oct 2021
      Chief investment officer

    • Dbn investments

      Feb 2021 - now
      Chief investment officer

  • Licenses & Certifications