I'm deeply passionate about finance and investment analysis. I graduated with a Bachelor in Commerce from Mumbai University, then quickly earned my stripes at the Institute of Chartered Accountants of India in 2015. To bolster my technical acumen, I pursued the CFA while maintaining a solid professional commitment at Aditya Birla Capital.My career journey began at Syntel India Private Ltd as an MIS Executive, evolving to a Business Credit Analyst role at Aditya Birla Capital. Here, I honed my skills in credit risk assessment while also dipping my toes into Product Management and Recovery Management. My drive to diversify my exposure led me to Axis Bank, but due to the challenges posed by the COVID pandemic i had to quit. Thereafter I got opportunity to work as an Equity Research Analyst at Ambit Capital. This role enabled me to deeply explore research and analysis within the capital goods, aviation, and infrastructure sectors.Currently, I work in the dynamic world of value investing with Parag Parikh Mutual Fund, tracking a diverse range of sectors including Capital Goods, Consumables, Cement, Power, Defence, and Metals and Mining.Apart from my academic and professional pursuits, I have a profound interest in history. I engage with the works of esteemed historians like Graham Hancock, Robert Schoch, and Charles Hapgood, and share intriguing historical factoids across my social media platform. I have explored historical sites, with visits to Rajasthan and Egypt and more on the horizon. I am actively involved in community initiatives, embodying my belief in contributing to societal development.
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Equity Research AnalystParag Parikh Financial Advisory Services Limited Feb 2022 - Jan 2024Mumbai, Maharashtra, IndiaI specialised in the meticulous evaluation of cyclical sectors including Cement, Mining, Infrastructure, Defence, Power Utilities, and Capital Goods. My responsibilities extended beyond surface-level analysis, delving into comprehensive research on various companies to uncover compelling investment opportunities in line with our Value Investing philosophy.A critical component of my role involved cultivating a robust network of industry experts and company functionaries. This allowed me to stay abreast of market trends, gain valuable insights, and provide our clients with well-informed investment recommendations. My goal is to contribute to the creation of profitable investment strategies that align with the ideology of the Fund i.e. Value Investing -
Equity ResearchAmbit Capital Private Limited Dec 2020 - Jan 2022Mumbai, Maharashtra, IndiaMy responsibilities included providing comprehensive analysis of publicly listed companies within the Indian Capital Markets, focusing primarily on the Aviation, Capital Goods, and Infrastructure sectors. Further, i was responsible for creation and meticulous maintenance of databases and financial models for the companies I covered, ensuring accurate and up-to-date data for informed decision-making. Help enable my lead analyst to effectively communicate with clients effectivelyIn addition to my core role, I had the opportunity to contribute to the development of broader market strategies, further diversifying my experience and enriching my understanding of market dynamics. -
Product Manager - Supply Chain FinanceAxis Bank Jan 2020 - Dec 2020Mumbai, Maharashtra, IndiaIn this role, I meticulously evaluated company profiles in the Metal sector. This involved an in-depth analysis of business models, management structures, and distribution channels to better understand the corporate landscape.My role required a keen eye for financial performance, both past and present. By scrutinizing key performance indicators such as Free Cash Flow to Firm (FCFF), solvency, efficiency, and liquidity ratios, I extracted insightful data on a company's financial health.A crucial part of my job was performing a thorough working capital analysis. I ascertained the financial viability of the corporates' distribution partners and recommended credit parameters that safeguard against potential risks.Portfolio monitoring is another significant aspect of my role. I identified Early Warning Signals, formulated strategic exit plans, and proposed measures to limit the risk of default. This proactive approach ensured the sustainability and profitability of our portfolio.In an effort to streamline operations, I have also established Standard Operating Procedures (SOPs) that significantly reduced the processing time for cases, enhancing efficiency and productivity within the team. -
Business Credit Analyst (Nbfc- Digital Lending)Aditya Birla Capital Mar 2017 - Jan 2020Mumbai, Maharashtra, IndiaMy role entailed a comprehensive evaluation of businesses, where I would analyze financial statements and ascertain financial viability by scrutinizing key performance indicators like efficiency and solvency ratios. I then effectively presented my findings in a comprehensive report.In addition to my analytical role, I managed multiple key business accounts, ensuring that their needs and concerns were promptly addressed, and our relationship continually strengthened.Part of my responsibilities included participating in the establishment of credit policy and process workflow. This responsibility allowed me to contribute to shaping our strategic direction in credit risk management.My role also extended to Recovery Management, where I implemented strategies to recover overdue credit while preserving our business relationships.I diligently monitored our portfolio to ensure timely regulatory compliance, upholding our commitment to adhere to industry rules and standards.These contributions to my team and our clients were recognized when I was honored with the ‘Udaan’ award for outstanding performance, a testament to my dedication and hard work." -
Article TraineeA.J. Shah & Co Chartered Accountants Apr 2012 - Apr 2015Fort, MumbaiI gained hands-on experience in the realm of auditing. My responsibilities included conducting rigorous Statutory and Tax Audits, which involved scrutinizing financial statements, examining accounting records, and ensuring adherence to tax laws and regulations. In addition to this, I successfully undertook Transfer Pricing Audits. This required an in-depth understanding of transfer pricing regulations and methodologies. Through these audits, I ensured that intercompany transactions were conducted at arm's length
Viral Mehta Education Details
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Cfa InstituteFinance -
Finance -
Bachelor'S Degree
Frequently Asked Questions about Viral Mehta
What is Viral Mehta's role at the current company?
Viral Mehta's current role is Equity Research Analyst.
What schools did Viral Mehta attend?
Viral Mehta attended Cfa Institute, The Wallstreet School, Institute Of Chartered Accountants Of India, University Of Mumbai.
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Viral Mehta
Mumbai2hotmail.com, raymond.in -
Viral Mehta
Investment Professional | Private Equity | Private Credit | High Yield & Special Situations |Mumbai -
Viral Mehta
Director At Barclays Bank | Private Credit | Structured And Mezz Financing | Ex Edelweiss AlternativesMumbai4edelweissfin.com, gmail.com, edelweissfin.com, barclays.com -
Viral Mehta
Bengaluru
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