Ankit J. Email & Phone Number

Gurugram, Haryana, India

Growthvine Capital is a comprehensive wealth management firm committed to helping clients achieve their financial goals. We work with a diverse array of clients, including individuals, business owners, startup founders, family offices, NRIs etc. In the contemporary investment landscape, the choices are abundant, spanning from equities to bonds to startups and beyond. At Growthvine, we specialize in guiding you through this ever-expanding world of investment opportunities.Our expertise extends to both public investments, encompassing Mutual Funds, Corporate Bonds, Portfolio Management Services (PMS), and private investments such as Alternative Investment Funds (AIFs), Private Credit, and Angel Investing. With Growthvine Capital, you have a seasoned partner to navigate the multifaceted world of investments.Growthvine is now providing debt syndication services with minimum ticket sizes of INR 5Crores or more. Get in touch to know more.

Gurgaon

Gurgaon, Haryana, India

Equity research involving deep dive company/sector research, model building, idea generation and report writing. Sectors covered: US, European Banks & Insurance. India Diversified Financials. US and Europe sector agnostic Shorting mandate. Published a comprehensive study on insurance company reserves to determine how much cushion do insurers and reinsurers have in light of climate change.

Gurgaon, Haryana, India

US Insurance and Australia Diversified Financials research. Financial model building, deep dive research on sector.

Gurgaon, India

Associate to the London based sell-side team of Morgan Stanley covering the European Insurance sector. Deep dive analysis of insurance companies, including forecasting and building/restructuring valuation models. Worked on sector research papers to help understand the impact of new developments (like EVs, Cyber threats etc.) on insurance premiums. Hosted, alongside my analysts, insurance company executives at the Morgan Stanley Financials conference held in March 2016.

Gurgaon, India

Associate to the London based sell-side team of Morgan Stanley covering the European Insurance sector. Hosted, alongside my analysts, insurance company executives at the Morgan Stanley Financials conference held in March 2015. Deep dive analysis of insurance companies, including forecasting and building/restructuring valuation models. Handled all sector related client requests.

Mumbai

Supporting sell-side analysts of Bank of America Merill Lynch covering the European Diversified Financials sector comprising stock exchanges, asset management companies etc. Created, updated and maintained financial models of the companies under coverage using discounted cash flow (DCF) and other relevant valuation techniques. Wrote result preview and review notes.

US retirement market analytics. 401(K) and individual retirement accounts and the movement of money between them. Type of investments undertaken in each retirement account. Competitor analysis.

IFRS and US GAAP reporting.

Pgdm, Finance, Gold Medallist

Activities and Societies: Founder and President of the Cultural committee - RANG Member of Placement committee

Level 2, Finance

Cleared CFA level 2. Studying towards CFA has equipped me with the necessary knowledge to excel at company valuations and portfolio.

Bachelor'S Degree, Business/Commerce, General, 4Th Rank

B.Com. from one of the most prestigious universities in India.