Rohit Agarwal
Mumbai, Maharashtra · +91 90000 00205 · [email protected]
Summary
Equity research analyst with 4 years of experience covering the FMCG and consumer sector. Build detailed financial models and write clear reports that have supported investment calls on 18 companies.
Experience
Research Analyst, Dalal Street Securities
Mumbai · Jun 2022 to Present
- Covered 18 FMCG and retail companies and published 40 company and sector reports.
- Built and maintained 18 detailed three-statement models with forecasts to 2028.
- Identified two stocks that returned 31% and 24% over 12 months after our buy recommendations.
- Presented findings to the institutional sales team and 6 fund managers every quarter.
Associate, Equity Research, Fort Capital Advisors
Mumbai · Jul 2020 to May 2022
- Supported senior analysts with data collection and quarterly result notes for 12 companies.
- Automated the results-tracking sheet in Excel, saving about 6 hours a week.
- Wrote 25 short notes within 2 hours of each company's results announcement.
Education
MBA, Finance, NMIMS, Mumbai (2018 to 2020) · CGPA 3.4/4.0
Skills
Financial modelling · Valuation (DCF, comparables) · Equity research · Sector analysis · Excel and VBA · Bloomberg · Report writing · Presentations · Earnings analysis · English and Hindi
Certifications
- CFA Level 2 candidate, CFA Institute (2024)
- NISM Series XV Research Analyst, NISM (2022)