Working closely with CIO; assisting with critical analysis for investment decisions & idea generation within Global-FIG subsectorsAs a generalist investment analyst; primarily responsible for bottom-up fundamental equity analysis, idea generation & evaluation, providing insights on market trends & stock recommendations, synthesizing reports, analyzing flowing news implications, tracking macro data related to sector/ companies, building thesis backed with financial model R/R, valuations & KPI comp sheets, monthly trackers & quarterly results updates for coverage universe & understanding positioning of sectors & stocks

• Solidarity Investment Managers is an India-based multi-family PMS led by Mr. Manish Gupta having a multi-cap and sector-agnostic approach providing long-term low churn customized equity portfolio solutions to its clients• As a part of Investment team, I tracked existing portfolio and watchlist companies in chemicals & capital goods sectors. Also evaluated new investment ideas based on internal framework of rolling 5-yr IRR investment horizon• Assisted CIO in other tasks like resolving specific research queries, building screeners, quarterly investor letters, getting leads & meeting prospective investors, mentoring interns

Provided personal tutoring on Indian Equity Research & buy side financial modeling to a international candidate placed in a long-only hedge fund based out of Mumbai

• Indian buy-side small investment firm having m-cap and sector agnostic approach reported directly to Portfolio Manager in identifying sectors & stocks & improved research processes. Got more research exposure on Indian SMID cap stocks & identifying management quality• Primary responsibilities included investment idea generation followed by deep fundamental research, performing primary research, arranging management meets and actively monitored portfolio positions • Recommended buy/sell well researched ideas and initiated investments in Logistics & IT sector

• India focused Long-Only Public Equities Hedge fund led by Mr. Utpal Sheth & Mr. Nimit Tanna since 2011. The Firm's capital base comprises of leading US University Endowments, Family Offices & Foundations; follows extremely concentrated, low churn, sector agnostic multi-cap investing approach• As a generalist pre-MBA candidate worked on different sectors & companies • Along with top-down, performed rigorous bottom-up research on sectors and companies, used proprietary/primary research, attended senior management meetings, assisted in preparing investment committee presentations on sector & companies in - Retail, Automobiles, FMCG & discretionary consumption theme companies (B2C) and proactively took initiative of sending out quarterly & monthly insights/views on key tracking parameters of companies to investment team which later became a part of research process• Having a culture & being a part of the investment team gave me exposure to decision making on portfolio construction, position sizing & risk management, annual in-person LP interactions• Received extension on impressive performance within a year

• Worked on live research project 'Digitizing of Thermograph' sponsored by India Meteorological Department (IMD), Pune under guidance of scientist-E, Dr. P. A. Kore & Prof. Rajendra Patel• Project statement - To convert live mechanically recorded analog temperature data by movement of bimetallic strip on graph paper into digitized form in order to save time, data and improve accuracy which is manually done in the former case • Developed a prototype in the allotted budget of $100 USD to prove feasibility of project and were able to convert values in digitized form in the +/- 2SD range but were not successful in getting precision of 0.05mm/°C primarily due to high precision sensor requirement & budget constraints

• Makers Lab (R&D) is an internal innovation lab of Tech Mahindra set up in 2014 working on next-gen technologies like IoT (Internet of Things), robotics, artificial intelligence, machine learning, virtual/augmented reality to boost innovations within the company and for clients• Worked as a final semester full-time project intern in the IoT & Robotics division of Makers Lab under guidance of Mr. Ramanand Nivghekar & Mr. Dinesh BrahmankarAchievements :• Designed & developed a prototype of portable & detachable tele-presence robot to be used in healthcare industry • Activities included estimation of project, designing and development of prototype, coding and testing performance of sensors & processing board to be used in allotted budget of $200 USD• Used CATIA software for designing of 3d models of detachable robot and was appreciated for saving ~40% cost in printing• Arranged meeting with vendors for discussion of requirements & getting best quotations for printing• Coded & tested performance & accuracy of sensors - Ultrasonic, IR, Sharp • Studied configuration of Arduino Uno & Raspberry Pi boards for input pins calculation & optimized hardware components accordingly• Learnt about motor selection, drivers and sensor selection according to requirements and costing• Demonstrated a working prototype(PoC) to HoD• Awarded 9/10 grade points & PPI on internship performance among 5 interns• This project later became a prestigious ET award-winning telepresence robothttps://www.linkedin.com/pulse/saarthi-ai-personal-healthcare-robot-ramanand-nivghekar/

Inorder to get more understanding about structured products, options and derivatives,• Designed & developed basic mathematical excel models of option payoffs, option strategies, option pricing (BSM), Greek calculations (risk) for options and classification of different types of structured products according to term sheets which can help user to determine expected profits/losses on underlying asset volatility

MERCANTILE - The Economics & Finance Club of VIT, Pune is a student driven and faculty guided initiative for enthusiasts in field of finance and economics. Club was managed & run by core team of 4 students (@mercantileclub)www.facebook.com/mercantileclub• Conducted group discussions and lectures on various topics like Make in India, New economic policies of government (Dhan jog Yojna), devaluation & depreciation of currency, careers in finance, economic terms, financial budget by finance minister, stock market basics, case studies (Tata Nano failure, Star bucks entry into Indian Markets etc.), business quiz & economic/business related major news• Organized IIM-A and VIT alumni guest lecture. Attended by 120-130 students from various departments in VIT. Event was conducted free of cost• Organized IIT-B Envoyage Workshop on Basics of Business. Attended by ~250 students from various departments in VIT and other colleges in Pune. Event was conducted free of cost• Organized 4-day workshop on Finance & Trading during Mélange’ 16. Attended by ~150 students from VIT and other colleges in Pune and generated revenues INR 75,000 for annual fest • Within one year of operations and with team work club was successful in getting sizeable audience & secured a page in college yearly magazine & website• Awarded AA grade in Economics as open elective course in 2014• Have won several stock trading & equity research competitions at pan-India level premier institutes - BITS Pilani, IMI Bhubaneshwar, PUMBA, Fergusson, (IIM-I Beat the market - among final top10)• Received 'Extra-ordinary achievements in extra-curriculars' award by Department of Instrumentation, VIT Pune

EEPL is a leading Exporter, Manufacturer & Supplier of Flow meters, Sensors , Measuring Instruments & AutomationDepartment : Production and Flow CalibrationProject : Assembly, testing and calibration of Electro-magnetic flow meters (ELMAG)Achievements :• Learnt the methodology of cold and actual testing of different electronic boards in the testing laboratory of Electromagnetic Flow meters • Gained hands on experience on mechanical assembly of ELMAG flow meters • Performed various tests (Hydro Test, HV Test, Spark Test etc.) on magnetic flow meters• Calibrated ELMAG flow meters and presented the results to HOD