Arpit Bhatt Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

1. Analyzed recent Agri-reforms and identified possible business implications in agri-ecosystem.2. Identified, detailed out and proposed business models for 3 business opportunities - Healthy & Convenience food, Specialty Food ingredients and D2C/D2R of Fruits and Vegetables.3. Prioritized opportunities basis market sizing, growth, competition and right to win analysis.

Mumbai Area, India

As an equity research analyst I:1. Conducted business research and analysis, interacted with top management through concalls / meetings to understand its business, competitive strengths and key risks to form view on its operational attractiveness;2. Used financial modelling and valuation techniques like relative (P/E, P/BV), cash flow based (DCF) and sum-of-the-parts on researched companies resulting into preparation of investment recommendation reports;3. Managed client needs, queries and addressed their portfolio rebalancing issues on timely basis;4. Covered ~50+ companies; issued investment recommendations on 20+ companies and achieved targets in 15 of them with average return of ~18% over an average holding period of ~122 days;5. Represented HDFC Securities in media through live TV interviews on BTvI talking over stock recommendations to improve company’s image & build trust over retail research team;6. Initiated research on listed SME’s and created a reference list of SME stocks (~70 stocks);7. Compiled and developed a comprehensive guide for retail investors for fundamental equity research.

1. Prepared, complied and appeared before income tax authorities for scrutiny assessment of ~30+ clients2. Compiled submission and appeared before CIT(Appeals) appellate proceedings for ~5+ clients3. Applied for, affected rectifications of income tax orders & facilitated refunds of ~25+ clients4. Work acknowledged by income tax authorities by mention of name in assessment and appellate orders

Mumbai Area, India

Work as an articled assistant involved the following:1. Conducting statutory audits, reviewing and finalizing accounts of varied business entities.2. Assisting in tax planning through operational restructuring.3. Income tax return filing for varied assessees (from individuals to companies).4. Preparing for and appearing before income tax authorities for assessment as well as appellate proceedings.

Pgdm, Finance, General

Activities and Societies: Placement Coordinator (Head - Finance) | National Winner - InvicTAS | National Winner - IIM B Vista• Placement.

Chartered Financial Analyst - Level Iii Passout, Finance And Financial Management Services, Cleared All Three Levels In First Attempt With >70 Marks In 19/27 Subjects

Developed deep understanding in subjects like: - Equities - Fixed Income - Portfolio Management - Personal Finance - Derivatives.

Chartered Accountant, Accounting And Finance, Cleared All Three Levels In First Attempt

Bachelor Of Commerce (B.Com.), Accounting And Finance

Class Xiith - Maharashtra State Board, 84.50%

Class Xth - Maharashtra State Board, 91.82%