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Vinayak Agarwal

Vinayak Agarwal

FINANCIAL MARKETS EXPERIENCE CERTIFICATION

Followers of Vinayak Agarwal3000 followers
location of Vinayak AgarwalAhmedabad, Gujarat, India

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  • Timeline

  • About me

    Assistant Manager - Investment Research at Genpact || CFA Level 3 Candidate || Equity Research Intern at Motilal Oswal

  • Education

    • CFA Institute

      2024 -
      CFA Level 2 Cleared

    • CFA Institute

      2023 -
      CFA Level 1 Cleared

    • Maharaja Agrasen Vidhyala

      2014 - 2016
      Commerce & Maths

    • International Management Institute - IMI

      2020 - 2022
      Master of Business Administration - MBA Finance

    • Ahmedabad University

      2016 - 2019
      B.Com Accounting and Finance

    • Sherwood College

      2006 - 2011

  • Experience

    • Finlatics

      Jan 2020 - Mar 2020
      FINANCIAL MARKETS EXPERIENCE CERTIFICATION

      -Had to invest the allocated amount into various shares. And we were evaluated on the same- Research Rating - 87.21 %

    • Mani broking Services Pvt Ltd

      Feb 2020 - Apr 2020
      Equity Research Intern

      - Doing Forecasting and Valuation- Preparing Financial Models and Research Reports- Recommending stocks to clients based on the report

    • Tandon Investments

      Jun 2020 - Jul 2020
      Equity Research Intern

      - Valuations, Forecasting - Preparing Financial Models and Research Reports

    • CoursesMojo Academy

      Jul 2020 - Sept 2020
      Investment Banking Intern

      Honed my skills on - Financial Modelling- Advance Excel

    • The Finance Club at IMI, New Delhi

      Aug 2020 - Apr 2022
      Member

    • Motilal Oswal Financial Services Ltd

      Apr 2021 - Jun 2021
      Equity Research Intern

      Responsibilities- Industry Research- Company Analysis- Preparing Financial Models and Research Reports- Preparing First Cuts - Attending Conference Calls and preparing notes- Client Query

    • Genpact

      May 2022 - now
      Assistant Manager - Investment Research

      • Conducted in-depth research on public & private companies, primarily focusing on mid-cap companies. Produced detailed & comprehensive profiles to support informed investment decisions.• Identified potential multi-baggers through extensive industry research & analysis of key market trends. Identified stocks grew at an average rate of 3x in size over 2 years.• Authored in-depth research reports on various industries & companies, providing detailed insights.Highlighted key trends, major players, & market dynamics to inform strategic investment decisions.• Developed financial models by analyzing financial statements, market data, & growth projections, &provided valuations using DCF, DDM, & Relative Valuation techniques to support decision-making.• Executed comparative analysis to benchmark companies against industry peers, assessing relative strengths & weaknesses, & identifying opportunities for strategic positioning within the market.• Conducted scenario analysis to evaluate the potential impacts of various market conditions, economic factors, & strategic decisions on company performance, aiding in risk assessment & strategic planning.• Performed detailed case study analyses on companies & industries to identify strategic opportunities, assess long-term investment potential & offer insights for optimizing portfolio performance.• Secured & independently managed a project that generated £400,000 in annual revenue for the company, overseeing end-to-end project execution, ensuring timely delivery & client satisfaction • Attended conference calls, distilling insights into concise notes for informed investment decision-making.• Delivered compelling client presentations, effectively communicating research findings, financial analyses, & investment strategies, tailored to meet client objectives & support decision-making. Show less

  • Licenses & Certifications

    • Advanced Level Smart Investor course(ALSI)

      National Institute of Financial Markets (NIFM)
      Mar 2020

    • Capital Market: Technical Analysis

      ForeVision
      Oct 2020

    • Advance Excel

      APTECH Computer Education

    • Bloomberg Market Concepts

      Bloomberg LP
      May 2021

    • Fundamental Analysis Module

      National Stock Exchange of India Limited
      Dec 2019

  • Honors & Awards

    • Awarded to Vinayak Agarwal
      Campus Ambassador IIM Calcutta Jun 2018 - Conducted a survey that helped me focus on the interested student segment. - Convinced 50+ students to travel 2000 kms to Kolkata to attend the event- Responsible for all their arrangements
    • Awarded to Vinayak Agarwal
      Campus Ambassador IIM Ahmedabad May 2018 - Only student in the college to be selected through a 2-round elimination process- 100+ students registered- Flagship event of IIM Ahmedabad
    • Awarded to Vinayak Agarwal
      Sport Fest Ahmedabad University Jan 2018 - 6th Position- Held at University Level

  • Volunteer Experience

    • HBR Ascend Select Member

      Issued by Harvard Business Review on Jul 2020
      Harvard Business ReviewAssociated with Vinayak Agarwal