Swyom India Alpha Fund is a CAT 3 AIF dedicated to create value over its long term journey. We believe, India since decades has provided massive investment opportunities with many unique set of businesses and this time being no different. Our focused portfolio approach keeps us on foot to pick uniquely positioned businesses from the large universe which can create substantial value over next 3-5years and beyond that. This approach has yielded us robust returns so far with risks similar to benchmark. Our Efforts & Idea lies in creating value consistently

• Conducted webinars on fundamental based topics• Prepared research report of IPO stocks • Evaluating and providing risk rating for stocks, mutual funds and Debt instruments

• Data gathering regarding Public Listed Companies as well as prepared Research Reports (e.g., mold-Tek packaging, Asian paints, Pidilite, etc.)• Headed the Internship Division of the Company which included Managing and Training Interns (on work-related to Qualitative and Quantitative analysis)• Assisted in creating ideas and prepared content for YouTube and linked-in posts.• Work carried out under the Advisory business:a) Portfolio construction on excel which involved making of optimal portfolios and calculation of ratios such as Sharpe ratio, beta, standard deviation amongst other ratios for the purpose of presentation to clients as well as preparing a pitch deck.b) Preparing portfolios for client-specific needs and providing advisory in relation to the needs.c) Held client conference calls and meetings which included an explanation of our stock picking strategies and framework as well as pitching for our advisory services (Equity & Mutual funds) and solving client queries.

• Headed the Internship Division of the Company which included Managing and Training Interns (on work related to Qualitative and Quantitative analysis). • Performed in-depth Equity Research Analysis based on Qualitative (which includes studying of Annual Reports, Concall Transcripts, Investor Presentation) and Quantitative Aspects of various public listed stocks

• Gained Knowledge regarding Analysis and Equity Valuation Techniques of Banking Stocks • Assisted in preparation of Research Reports

Internship

Internship