Urvesh Shah

Urvesh Shah

Article Trainee

Followers of Urvesh Shah700 followers
location of Urvesh ShahMumbai, Maharashtra, India

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  • Timeline

  • About me

    CFA Level 2 Candidate | Equity Research | Automobile Sector

  • Education

    • The Valuation School

      2023 - 2024
      Equity Research Equity Research

      In-depth fundamental analysis of companies through 100% practical financial statement analysis, forensic analysis, conducting primary research, sector analysis, etc. It combines theory with practical case studies, replicating the tasks of professional research analysts.

    • Institute of Chartered Accountants of India

      2020 - 2021
      CA INTER Group 1 226/400
    • University of Mumbai

      2018 - 2022
  • Experience

    • MASD & Co.

      Mar 2021 - Jan 2023
      Article Trainee
    • RedeFin Capital

      Feb 2023 - Jul 2023
      Investment Banking Analyst

      Helping start up in their fundraising process, preparing financial models, pitch deck, one pagers and other relevant documents. Analysing investment opportunities for investors. Analysing market trends.

    • Bandhan Life

      Nov 2023 - May 2024
      Risk Analyst
  • Licenses & Certifications

    • JP Morgan certified Virtual Investment Banking Experience Program

      Forage
      Jun 2023
      View certificate certificate
    • Stock market basics

      Zerodha
      Apr 2022
    • CFA level 1

      CFA Institute
      Jun 2023
      View certificate certificate