Rahul Saluja

Rahul Saluja

Financial Advisor

Followers of Rahul Saluja1000 followers
location of Rahul SalujaPune, Maharashtra, India

Connect with Rahul Saluja to Send Message

Connect

Connect with Rahul Saluja to Send Message

Connect
  • Timeline

  • About me

    BNY Mellon | CFA L2 Candidate

  • Education

    • REVA University

      2018 - 2021
      Bachelor of Business Administration - BBA Finance, General
  • Experience

    • Motilal Oswal Financial Services Ltd

      Sept 2021 - Jul 2022
      Financial Advisor

      - Advising portfolios to the client based on their needs and risk profile.- Advising clients on different trading strategies.- Helping Business partners grow their business through advisory and research.

    • Apex Capital

      Sept 2022 - Nov 2022
      Equity Research Analyst

      - Valuing the company and estimating the correct share price for exit or entry based on qualitative and quantitative data. Qualitative and quantitative data combined give an idea of how the company has survived major financial euphoria such as the 2008 Global financial crisis and how its expansion plans have worked out earlier. Estimating growth rate based on research and model future forecast of earnings topline. Valuing a company based on the industry and nature of the company. The valuation method can be sensitive analysis, discounted cash flow, or relative valuation.- A bottom-up analysis of listed companies includes understanding the company, industry, market size, and factors that affect the company and industry.- The qualitative research on the company includes understanding the margins of the business and their product mix relation with margins, and topline growth over the years. Ratio analysis includes activity ratios such as days of inventory, days of sales outstanding, and the number of days payable, liquidity ratios such as quick ratio, and profitability ratios such as Du-point analysis of ROE, ROA, and ROCE. Capacity the company currently has its expansion plans along with debt levels which helps to model and forecast the future and for estimating growth rates for DCF and other valuation models.- The quantitative analysis includes getting the history of the company and how they have evolved over the years with the use of a primary resource such as the Annual report and Concalls. Show less

    • BNY

      Jan 2023 - now
      Associate
  • Licenses & Certifications