Sahen Karamchandani

Co-Founder

Mumbai, Maharashtra, India8 yrs 6 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in Equity Valuations and Financial Analysis.
  • Founder with a strong focus on Wealth Management.
  • Experienced in managing investor relations for Private Equity.
Stackforce AI infers this person is a Fintech expert with a strong focus on Wealth Management and Investment Strategies.

Contact

Skills

Core Skills

Wealth ManagementInvestmentsInvestor RelationsPrivate EquityEquity ResearchFinancial Analysis

Other Skills

Analytical SkillsBondsCapital MarketsData AnalysisEquitiesEquity Capital MarketsEquity ValuationFamily Wealth ManagementFinancial MarketsFinancial PlanningFundamental AnalysisInitial Public Offerings (IPO)Mutual FundsPortfolio ManagementPre-IPO

About

Evaluate investment avenues and educate investors about these opportunities to facilitate them make smart investments. Previously developed expertise in Equity Valuations, investment, financial analysis, and asset management.

Experience

Wealthinindia

Founder

Aug 2022Present · 3 yrs 7 mos · Mumbai, Maharashtra, India

  • Mutual Funds | Equity | Bonds | Pms
EquitiesWealth Management ServicesWealth ManagementInvestments

Trica

Associate Vice President - Investor Relations (Private Equity)

Jan 2022Jul 2022 · 6 mos · Pan India

  • #Manage and assist investor relations with Family Offices and UHNIs (Tick Size: Rs.2cr - Rs.10cr).
  • #Work closely with the Startup management to take curated deals and research about the companies to the investors.
  • #Educate these Investors about these Startup, especially late stage/Pre IPO startups who have established market leadership, Series C & above. (Startup Fund Raise size: Rs.100cr - Rs.200cr)
Private EquityInvestor Relations

Abchlor portfolio management services private limited

Assistant Fund Manager - Indian Equities

Aug 2020Dec 2020 · 4 mos · Mumbai Metropolitan Region

  • #Responsible for selecting investment ideas in line with the market environment and funds investment strategy.
  • #Monitoring client's portfolio performance, rendering superior research-oriented advisory services for securing high ROI and increasing retention levels.
  • #Communication and interaction with top management and fund manager regarding market updates and fund performance.
Equity ResearchEquity ValuationFinancial Analysis

Abchlor investment advisors pvt. ltd. - india

Manager - Equity Research

Nov 2016Dec 2019 · 3 yrs 1 mo · Mumbai, Maharashtra, India

  • #Track multiple sectors for efficient portfolio management with a special focus on Banking/NBFC & IT sector.
  • #Involved in micro-macro research, financial modeling, valuation, and investment strategy based on fundamental/technical approach to achieve a competitive risk-adjusted return.
  • #Daily review of multiple equity portfolios and measurement of fund performance against peers.
  • Support to the management for preparation of articles & interviews for media.
  • #Conducting a comprehensive study on companies/sector, dissecting the business models & valuation of the company, and presenting it to the team.
  • #Preparing varied reports on Companies, Sectors, IPO’s and attending concall's for our PMS.
Equity ResearchAnalytical SkillsFinancial Analysis

Ventura securities ltd

Trainee - Equity Research

Dec 2014Dec 2015 · 1 yr · Mumbai, Maharashtra, India

  • #Worked closely with the research team to create models for potential companies to cover as well as fine-tuning existing ones.
  • #Performed Fundamental Analysis, Valuation models, Technical Analysis, Reports, Data collection, etc.
  • #Cultivated and managed relationships with key clients, investors as well as executives.

Education

SP Jain School of Global Management - Dubai, Mumbai, Singapore & Sydney

Global MBA — Global Finance

Nov 2021Present

American Academy of Financial Management

Chartered Wealth Management (CWM) — Asset Management

Jan 2020Present

CFA Institute

CFA LEVEL 1

Jan 2016Present

FinX Institute Limited ( Formerly BSE Institute Limited)

Global Financial Markets Professional Program

Jan 2012Jan 2015

KC College

Bachelor’s Degree — Bachelors in Financial Markets

Jan 2012Jan 2015

H.R. College of Commerce and Economics

Higher Secondary School Certificate

Jan 2010Jan 2012

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