I am a seasoned Investment Advisor and Research Analyst with over 6 years of experience in delivering tailored financial strategies, managing diverse portfolios, and facilitating startup fundraising. As the Research Analyst and Investment Advisor at Finverse360 Ecosystem, I’ve successfully managed client portfolios worth over ₹50 lakhs, achieving an annualized growth of 25%, and facilitated ₹5+ crores in fundraising for startups.My expertise spans strategic investment advisory, portfolio management, financial modeling (DCF, LBO, M&A), and compliance with SEBI regulations. With hands-on experience in equity research, fixed-income analysis, and alternative investments, I leverage advanced tools such as Bloomberg Terminal, Python for finance, and Advanced Excel to drive actionable insights and risk-managed growth for clients.Some of my key achievements include:Conducting in-depth sectoral research to identify high-yield investment opportunities.Bridging the gap between entrepreneurs and investors, fostering successful partnerships.Ensuring compliance with SEBI regulations to build trust and deliver measurable outcomes.Currently pursuing CFA Level I, I hold certifications in NISM Research Analysis, Portfolio Management, Equity Derivatives, and Bloomberg Market Concepts. My goal is to continue creating wealth for clients while contributing to a dynamic financial ecosystem.I am passionate about empowering individuals and businesses through innovative financial strategies and impactful decision-making. Let’s connect if you’re looking for expertise in investment advisory, startup funding, or wealth management
Finverse360
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Co-FounderFinverse360 Jul 2020 - PresentPune, Maharashtra, IndiaDeveloped DCF, M&A, and LBO models to provide accurate stock valuations and investment recommendations. This supported target price forecasts and optimized client portfolios. Conducted fundamental analysis of companies and industries, generating detailed research reports for institutional and retail clients to identify investment opportunities.Advised clients on investment strategies in equities and derivatives, focusing on portfolio growth and risk management through data-driven insights.Utilized technical analysis techniques, including price action, chart patterns, and indicators, to forecast market trends and provide actionable trading recommendations.Applied expertise in equity derivatives and hedging strategies to optimize client portfolios, ensuring superior risk-adjusted returns during volatile market conditions.Conducted sector and industry research, analyzing market trends and competitive positioning to provide clients with investment insights across various sectors. Created detailed equity research reports with stock recommendations and target prices, presenting them through Angel One’s research channels and client meetings. Ensured all research and client recommendations complied with SEBI guidelines, maintaining high ethical standards and transparency. Utilized tools like MS Excel, Trading View, and Bloomberg for financial analysis and projections, delivering data-driven insights for client decision-making. Each point now fits into two lines, while still emphasizing the skills relevant to investment banking.
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Article AssistantCa Ravindra Chavan & Co. Jun 2015 - Jun 2018Kolhapur, Maharashtra, IndiaDuring my 3-year tenure as an article assistant while pursuing CA in renowned CA Firm, I developed expertise in finalizing accounts and conducting various audits, including tax, internal, concurrent bank, and stock audits. I was responsible for preparing and uploading income tax returns, handling GST registrations, and filing GST returns. Additionally, I conducted comprehensive GST audits andprepared detailed project reports. This role honed my skills in financial statement analysis, compliance, and regulatory reporting, providing a solid foundation for my career in finance and accounting.● Handled Audit team of 10 members.● Prepared financial statements using Ind AS, IFRS, Indian GAAP’s.
Santosh Patekari Education Details
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Accounting And Finance -
Bachelor Of Commerce (B.Com.) -
Pass
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D.S.Nadage College
Frequently Asked Questions about Santosh Patekari
What company does Santosh Patekari work for?
Santosh Patekari works for Finverse360
What is Santosh Patekari's role at the current company?
Santosh Patekari's current role is CA-Inter, Co-Founder Finverse360 Ecosystem, CFO & Cofounder Ahen Aggregator, Investment Advisor, Research Analyst, Fund Raising, Startup Evaluation..
What schools did Santosh Patekari attend?
Santosh Patekari attended The Institute Of Chartered Accountants Of India, Shivaji University, Shivaji University, D.s.nadage College.
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