Ravi Kagda Email & Phone Number

Gurugram, Haryana, India

• Work with Europe based client on client’s environment & leading regular calls, understand requirements to work on it.
• Managing a team of 7 members, effectively assigning tasks to optimize workload and meet project deadlines.
• Actively supported team members by addressing queries, providing guidance, and facilitating problem-solving to boost productivity and morale.
• Conducted thorough quality checks on all reports and documents, significantly reducing client-reported errors and improving overall accuracy.
• Mentored and trained team members, contributing to their professional growth and improved team performance.
• Analyzing Quarterly and Annual corporate results, updating portfolio of the debt funds and fund of funds.

Gurugram, Haryana, India

Private Equity & ConsultingAt present working for a private equity client wherein I’m responsible to monitor & update the portfolio of debt funds. -Responsible for updating & analyzing the quarterly performance of the funds, movement of NAV & money multiples and financials of each instrument invested in particular fund. -Preparing Solvency Reports, Loan.

Ahmedabad Area, India

• Conducted valuations of businesses using models such as DCF and price multiples.
• Analyzed quarterly and annual corporate results, updating financial models and determining optimal stock picks.
• Prepared equity research reports, providing comprehensive financial insights and investment recommendations.
• Analyzing company’s financial performance which includes, past financial and business performance & benchmark these against peer performance.
• Macro-economic research, Industry specific research used for investment decision making.
• Acted as third-party research service provider of financial models & Equity research reports.

Ahmedabad Area, India

• Generation of investment ideas through research, screening; Implementing top-down approach to identify trends and sectors which may outperform over market cycles as well as find out undervalued and good investible.
• Valuation using price multiples, ratio analysis and initiate effective research, companies and find best possible investment opportunities using financial expertise and using analytical skills to influence investment.
• Pitching the best investment idea to manager for inclusion in the active portfolio.
• Tracking key Economic indicators & analyzing effect of domestic & international event on the economy allocated sectors.
• Idealization of market commentary, Monthly investment stock ideas, disseminating to Derivative division.

• Tracking Indian equity & commodity stock market & advising clients for different stock pick for intraday, swing trades, short term & delivery trades.
• Conducted detailed market research and analysis to support investment decisions and strategic planning.
• Followed major market events and prepared timely research reports to keep clients informed about potential impacts on their investments.
• Carry out industry/company research from an investment perspective.Generation of investment ideas through research, screening.

Cfa Level 2 Candidate, Finance, General

Pgdm Finance, Finance And Financial Management Services, A

Bachelor Of Commerce - Bcom, Accounting And Finance, B

High School, Commerce

Schooling