Ankit J. Email and Phone Number
After dedicating over a decade to the corporate world in equity research and financial modeling, I co-founded Growthvine Capital, a private wealth management firm, dedicated to empowering investors to unlock the full potential of their investments. Our clientele spans a diverse spectrum, including individuals, business owners, startup founders, NRIs etc. At Growthvine, we leverage our expertise and network to generate alpha for our investors and facilitate funding for promising startups.In addition to our wealth management services, we specialize in assisting companies with debt syndication, handling transactions ranging from INR5-50 crores, and even reaching as high as INR500 crores, with the involvement of multiple lenders.Before establishing Growthvine, my career path involved finding investible stock ideas. I worked as an investment research analyst with renowned financial institutions such as Bank of America Merrill Lynch, Morgan Stanley, and Fidelity, honing my expertise in the intricacies of the financial marketsI am passionate about investing and helping others achieve their financial and growth goals. Feel free to get in touch. Let's embark on an investment journey together to secure a brighter future.
Growthvine Capital
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Co-FounderGrowthvine Capital Dec 2022 - PresentGurugram, Haryana, IndiaGrowthvine 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. -
Fc MemberTie Delhi-Ncr Aug 2023 - PresentGurgaon -
Lead - Investment ResearchFidelity International Jan 2019 - Dec 2022Gurgaon, Haryana, IndiaEquity 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. -
Senior Associate - Investment ResearchFidelity International Dec 2016 - Dec 2018Gurgaon, Haryana, IndiaUS Insurance and Australia Diversified Financials research. Financial model building, deep dive research on sector. -
Research LeadEvalueserve Feb 2016 - Dec 2016Gurgaon, IndiaAssociate 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. -
Senior Business AnalystEvalueserve Apr 2014 - Jan 2016Gurgaon, IndiaAssociate 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. -
Research AnalystCrisil Global Research & Analytics May 2012 - Apr 2014MumbaiSupporting 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. -
InternFidelity Investments May 2011 - Jun 2011US 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. -
Junior Research AssociateMorningstar May 2009 - Jun 2010IFRS and US GAAP reporting.
Ankit J. Education Details
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Gold Medallist -
Cfa InstituteFinance -
4Th Rank
Frequently Asked Questions about Ankit J.
What company does Ankit J. work for?
Ankit J. works for Growthvine Capital
What is Ankit J.'s role at the current company?
Ankit J.'s current role is Co-founder at Growthvine Capital | Private Wealth Management | Multi Family Office | NRI Investments.
What schools did Ankit J. attend?
Ankit J. attended Svkm's Narsee Monjee Institute Of Management Studies (Nmims), Cfa Institute, Delhi University.
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