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Devesh Kedia, CFA

Devesh Kedia, CFA

Investment Banking Analyst

Followers of Devesh Kedia, CFA3000 followers
location of Devesh Kedia, CFAMumbai, Maharashtra, India

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  • Timeline

  • About me

    Managing Partner at Brothers Financial Solutions | Wealth Advisor

  • Education

    • Global Association of Risk Professionals (GARP)

      -
      FRM Part 1 Cleared

    • CFA Institute

      2023 -
      CFA Charterholder Finance, General

    • St. Stephen's School, DumDum

      2002 - 2014

    • St.Xavier's College, Kolkata

      2016 - 2019
      Bachelor of Business Administration (B.B.A.) Finance, General

      Activities and Societies: Cricket, Mimicry, Music

    • The Assembly of God Church School - India

      2014 - 2016
      School Commerce

      Activities and Societies: Dance , Music Band , Cricket , Badminton

  • Experience

    • TresVista

      Jun 2019 - Sept 2019
      Investment Banking Analyst

      - Worked on pitches involving capital restructuring, industry profiles, company profiles, newsletters for clients based in the US, UK, and Africa- Prepared a report about finance in certain African sectors for a client for the WEF 2019- Executed relative valuations involving transaction & trading comparables- Worked on financial models including project financing models- Delivered optimum and timely outputs on a consistent basis- Comfortable with database terminals like FactSet, Pitchbook, Thomson Reuters Show less

    • Edelweiss Wealth Management

      Jan 2020 - Aug 2020
      Wealth Advisor - Personal Wealth Advisory

      - Managed investments & maintained relationships with over 300 clients- Achieved targets on a consistent basis by generating high revenues and delivering on all the parameters- Built a larger client base by generating references from existing clients- Provided clients with personalized strategies to reach their financial goals, including tax & insurance planning- Investigated available investment opportunities to determine compatibility with client financial plan- Traded in stocks on behalf of the clients Show less

    • Artha Energy Resources

      Sept 2020 - Oct 2020
      Investment Banking

      - Engaged with C-level executives of various companies- Worked on pitches and valuations of deals involving multiple renewable energy assets- Revamped the company profile of the organization- Researched and explored the renewable energy sector in India

    • Brothers Financial Solutions

      Oct 2020 - now
      Managing Partner

      - Managing an AUM of over 500Cr- Responsible for the sales and operations of our services- Heading the research for our investment related services- Responsible for creation of client reports, presentations, financial plans and models- Heading the mutual fund research and advisory services- Responsible for the coordination of operations of our life, health, and general insurance business

  • Licenses & Certifications

    • Technical Analysis

      The Financial Analyst
      Jul 2020

    • Financial Modeling & Valuation

      365 Careers
      Jan 2020
      View certificate certificate

    • CRISIL & NISM Certified Wealth Manager

      CRISIL Limited
      Jun 2021
      View certificate certificate

    • NISM-Series-V-A: Mutual Fund Distributors Certification Examination

      National Institute of Securities Markets (NISM)
      Feb 2021
      View certificate certificate

    • Personal Finance and Investment Planning

      Board Infinity
      Apr 2020

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Apr 2023
      View certificate certificate

    • NISM Series VIII: Equity Derivatives Certification

      National Institute of Securities Markets (NISM)
      Feb 2023
      View certificate certificate

    • Complete Python Developer in 2020: Zero to Mastery

      Zero To Mastery Academy
      Jan 2020
      View certificate certificate

  • Honors & Awards

    • Awarded to Devesh Kedia, CFA
      Runners up in Inter Departmental Cricket Tournament in College St. Xavier's College, Kolkata March 1, 2018
    • Awarded to Devesh Kedia, CFA
      Runners Up in Inter College Mimicry Competition St. Xavier's College, Kolkata Jan 2018
    • Awarded to Devesh Kedia, CFA
      Stood First in the 12th Standard in the Commerce Department in School Assembly Of God Church School, Park Street, Kolkata April 1, 2016 Stood first in the 12th Standard in the Commerce Department in School during the academic year 2015-16
    • Awarded to Devesh Kedia, CFA
      Awarded the Madafford Commerce Prize in Class 12 in School Assembly Of God Church School, Park Street, Kolkata April 1, 2016 Awarded the Commerce Prize for obtaining highest marks in Commerce in Class 12 throughout the academic year 2015-16
    • Awarded to Devesh Kedia, CFA
      Stood 2nd in High Jump Event in School Assembly of God Church School, Park Street, Kolkata January 1, 2016 Stood 2nd in the High Jump event at the Annual School Sports
    • Awarded to Devesh Kedia, CFA
      Stood 2nd in the Western Vocal Group Event in the Talent Contest Assembly of God Church School, Park Street, Kolkata August 1, 2015 Was the lead singer in the Vocal Group that stood second in the Talent Contest in school
    • Awarded to Devesh Kedia, CFA
      Stood 2nd in the Western Dance event at the Interface (Ballygunge Shiksha Sadan Fest) Ballygunge Shiksha Sadan School, Kolkata June 1, 2014 Stood 2nd in the Inter School Western Dance event at the INTERFACE (Ballygunge Shiksha Sadan School's Fest, Kolkata)

  • Volunteer Experience

    • Teacher

      Issued by Calcutta Social Project on Nov 2018
      Calcutta Social ProjectAssociated with Devesh Kedia, CFA

    • Volunteer

      Issued by Aasmaan Foundation on Sept 2016
      Aasmaan FoundationAssociated with Devesh Kedia, CFA

    • Volunteer

      Issued by Reachout on Jul 2017
      ReachoutAssociated with Devesh Kedia, CFA