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Lokesh Gupta

Lokesh Gupta

Equity Research Analyst

Followers of Lokesh Gupta286 followers
location of Lokesh GuptaMumbai, Maharashtra, India

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  • Timeline

  • About me

    CRISIL, RESEARCH ANALYST|ICICI SECURITIES, ASSISTANT MANAGER|MBA FINANCE | FINANCIAL MODELLING| PORTFOLIO MANAGEMENT| INSTITUTE OF MANAGEMENT STUDIES, DAVV, INDORE

  • Education

    • Institute for Excellence in Higher Education(IEHE),Bhopal(Autonomous) Kaliya sot bandh Kolar Road, Bhopal

      2013 - 2016

    • Army Public School,Bhopal

      2012 - 2013
      Commerce economics and management 82℅

    • Institute of Management Studies - India

      2019 - 2021
      Master of Business Administration - MBA

  • Experience

    • RRB Advisors

      Jun 2020 - Sept 2020
      Equity Research Analyst

      During the internship, I have worked on creating detailed financial models, by capturing historical data of last five years and prepared sheets of revenue model, comparative statement, balance sheet, cash flow statement, DCF model, comparative analysis, ratio analysis, summary, charts from key financial statements followed by detail forecasting according to relevant parameters for next five years.

    • ICICIdirect

      Aug 2021 - Sept 2022
      Key Relationship Manager

      Handle clients portfolio and manage their wealth and plan their investments.

    • CRISIL Global Research & Risk Solutions

      Sept 2022 - now
      Research Analyst

  • Licenses & Certifications

    • Stock Market basics

      Zerodha
      Mar 2021

    • SQL

      Sololearn
      Feb 2021

    • Reading Financial statement

      Corporate Finance Institute® (CFI)
      Apr 2020