Santosh Patekari Email & Phone Number

Pune, Maharashtra, India

Developed 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.

Kolhapur, Maharashtra, India

During 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.

Chartered Accountant - Inter, Accounting And Finance

Bachelor Of Commerce (B.Com.)

Bachelor Of Commerce - Bcom, Accounting And Business/Management, Pass

Education record