Ritunjay Som

Experience

• 

  Ascend Wealth | SEBI Registered RA

  May 2020 - Nov 2023

  • Was hired as an intern and it being a newly launched organization my first task was to improve the visibility of theorganization among millennials.• Helped in outreach by organizing various webinars throughout Delhi University which attracted the attention of peopletowards the organization and helped in client conversion worth Rs 15,000.• Curated reports on how to increase the reach of the organization Pan-India. Helped in increasing the reach and engagementof the organization through different social media handles.• Was taught the basics of Technical Analysis in the second half of the internship and the task involved preparing a liveproject on Trend Analysis of various companies which helped me kickstart my trading journey.• Got awarded the title of Best Intern at the end of the internship Show less

  • Operations

    Jan 2021 - Nov 2023

  • Project Intern- Campus Relations

    Aug 2020 - Dec 2020

  • Equity Research Trainee and Social Media Marketing Intern

    May 2020 - Jul 2020
• 

  Finlatics

  Oct 2020 - Dec 2020

  Portfolio Management and Equity Research Trainee

  • Built & managed a real-time simulated portfolio on BSE 500 listed companies.• Analyzed various stocks using fundamental & technical analysis.• Monitored industry trends and news to forecast the movements in stock prices• Prepared a detailed research report on FMCG and Banking companies.

• 

  Vista Wealth Pvt. Ltd.

  Jul 2021 - Jul 2021

  Summer Research Intern

  • Got equipped with the knowledge of the basics of mutual funds, their role, structure, and different kinds of mutual fund schemes and their features by reading a NISM Workbook• Undertook a survey via Google forms to compare the theoretical knowledge that I gained from the workbook with the ground reality that is currently existing in the market and the perception and awareness of people with regard to Mutual Funds.• Understood how different financial products have evolved over the past three decades and observed the type of returnsthese different products have generated.• Successfully completed a project on- “Investments & Economy- What lies ahead for India” Show less

• 

  Finance and Investment Cell, SGGSCC

  Jan 2022 - Mar 2022

  Finance Intern
• 

  Samnidhy

  Aug 2023 - now

  Managed a 48-lakh AUM portfolio with 30 analysts, achieving a 28% average return and a 0.79 BETA-Analysed market trends, macro indicators, and industry developments for investment recommendations-Prepared and evaluated the Banking Sector in India to make stock recommendations and created a quarterly sector performance report.-Prepared detailed equity research reports along with preparing financial models to evaluate company performance and estimate intrinsic values • Managed portfolio with AUM ~30 lakhs with a team of 26+ analysts with Avg return of 18.5% and Beta of 0.83• Analyzing economic conditions, industry trends, financial statements and other relevant factors for investment opportunities and assessment.• Preparing stock pitch presentations and monthly company analysis for the Banking sector in India.• Writing weekly newsletters and market highlights related to the Banking sector in India.

  • Senior Equity Analyst

    Mar 2024 - now

  • Junior Equity Analyst

    Aug 2023 - Mar 2024
• 

  Equirus

  Apr 2024 - May 2024

  Investment Banking Intern

  • Developed monthly IT tracker presentations (March, April, May) spanning 20+ slides, disseminated to over 1,000 stakeholders.• Assisted in creating pitch decks for securing IPO mandates, contributing to successful client engagements.• Prepared detailed information memorandum for M&A deals, ensuring thorough documentation and analysis.• Conducted pre-money and IPO valuations for mid-cap IT services companies, including stakeholder dilution analysis.