Darshit Koradia

CA Articleship

2000 followers

Mumbai, Maharashtra, India

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Timeline
About me
Manager at Kotak Securities | Cleared all 3 levels of CFA
Education
- CFA Institute USA
  2022 - 2022
  CFA Level 3 cleared Finance
  Passed all 3 levels in the first attempt
- National Institute of Securities Markets (NISM)
  2023 - 2023
  Series VIII Equity Derivatives 96%
- National Institute of Securities Markets (NISM)
  2022 - 2022
  Series X-A Investment Advisory 73%
- National Institute of Securities Markets (NISM)
  2023 - 2023
  Series X-B Investment Advisory 77%
- Narsee Monjee College of Commerce and Economics
  2014 - 2017
  Bachelor of Commerce - BCom
- Institute of Chartered Accountants of India
  -
  CA Finalist
Experience
- Bharat Kapadia & Associates
  Feb 2016 - Aug 2019
  CA Articleship
- Visible Alpha
  Jun 2022 - Nov 2022
  Research Associate II
  Preparation of street consensus reports of listed companies for buy side clients using Financial models of recognised sell side analyst's, covering such listed companies
- ASK Asset & Wealth Management
  Nov 2022 - May 2023
  Assistant Manager
  Investment Advisory
- Kotak Securities
  Jun 2023 - now
  Working as a Research Analyst in the Derivatives team - Kotak Institutional Equity.
  - Manager
    May 2024 - now
  - Deputy Manager
    Jun 2023 - May 2024
Licenses & Certifications
- Chartered Financial Analyst (CFA) Level 1
  CFA Institute
  Feb 2018
  View certificate
- NISM Series X-A Investment Advisory
  National Institute of Securities Markets (NISM)
  Dec 2022
- NISM Series VIII - Equity Derivatives
  National Institute of Securities Markets (NISM)
  Apr 2023
- Chartered Financial Analyst (CFA) Level 2
  CFA Institute
  Jan 2022
  View certificate
- NISM X-B Investment Advisory
  National Institute of Securities Markets (NISM)
  Jan 2023
- Chartered Financial Analyst (CFA) Level 3
  CFA Institute
  Jul 2022