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Nikunj Agarwal

Equity Research Intern

1000 followers

Delhi, India

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Timeline
About me
Listed Equities
Education
- CFA Institute
  2021 - 2023
  CFA Finance, General
  Level 2 Candidate
- Agarwal vidya vihar
  2006 - 2018
  Business/Commerce, General
- Veer Narmad South Gujarat University, Surat
  2018 - 2021
  Bachelor of Commerce - BCom Finance and Financial Management Services
- The Institute of Chartered Accountants of India
  2018 - 2021
  CA intermediate
Experience
- Jainam Share Consultants Pvt. Ltd.
  Jan 2019 - May 2019
  Equity Research Intern
  •Carried out in-depth fundamental analysis of small and mid-cap companies which involved monitoring and analyzing financial data trends and development of financial models.• Prepared research reports using data from sources like Ace Equity, company filings, and other relevant databases.• Proactively participated in monthly finance department meetings which involved discussion with senior analysts on various topics like upcoming market trends, identification of new investment ideas, red flags, etc.• Assisted in preparation of Initial public offering reports. Show less
- White Whale Partners
  Jul 2020 - Mar 2025
  - Associate
    Apr 2024 - Mar 2025
  - Investment Analyst
    Sept 2021 - Apr 2024
  - Equity Research Intern
    Jul 2020 - Sept 2021
Licenses & Certifications
- NCFM - Portfolio Management
  National Stock Exchange of India Limited
  Feb 2019
- Trnity certified Professional Guitarist
  Trinity College London
- NCFM - Technical analysis
  National Stock Exchange of India Limited
  Jan 2019