Neel Visaria Email & Phone Number

Neel Visaria is a driven finance professional who currently works as an Equity Research Analyst. Neel has also cleared the CFA Level 2 exam in the first attempt in May 2024. With his passion for finance and a thirst for learning, Neel is determined to make a mark in the industry.Neel's experience includes working as an Equity Research & Portfolio Management Intern at Paterson Securities. During his tenure, Neel built a portfolio of Nifty Alpha Low Volatility Index and calculated various ratios. He also created a one-pager equity research report on Apollo Tyres Ltd and compared returns generated by various asset classes in an excel sheet. Neel has also worked as an Instructional Designer Intern at IMS Learning Resources in Mumbai. Neel's academic achievements include completing his Bachelor of Engineering in Computer Science from Shah and Anchor Kutchhi Engineering College in 2019, and pursued his Post Graduate Diploma in Management in Finance from Mumbai Educational Trust College. Neel is also a self-motivated learner and has completed several certifications to enhance his knowledge and skills. He has completed 16 total hours of the online course, conducted by Udemy.Neel's experience and education are backed by his involvement in various extra-curricular activities. He was elected as the Class Representative for PGDM Semester 1 and 2 and participated in Exchequer, organized by IIM Ahmedabad, Shock Market, organized by NMIMS Bengaluru, and E.P.I.C., organized by TVS Credit.Neel's experience is further strengthened by his work as an Executive at Premsons in Mumbai. During his tenure, he increased the revenue of the organization by 10% by bringing in new clients. He also managed two employees who were getting trained under him by assigning them work that the clients gave. Neel's role helped him understand how the organization works by dealing with clients and managing the financial aspect of it.Neel is well-versed with Microsoft Office (Excel, Powerpoint, Word) and is also learning to prepare a financial model from scratch. He has developed a project portfolio, which can be accessed through https://bit.ly/3UrzgYE.Overall, Neel is a hardworking, dedicated and passionate finance professional with a strong desire to learn and succeed in the industry. With his experience, education, and extra-curricular activities, Neel would be a valuable addition to any finance team.