R

Ritam Roy

Associate Consultant

Hyderabad, Telangana, India7 yrs 9 mos experience
Highly StableAI Enabled

Key Highlights

  • Over six years of investment experience.
  • Proven track record in financial analysis.
  • Expert in strategic investment decision-making.
Stackforce AI infers this person is a Financial Analyst with expertise in Investment and Market Research.

Contact

Skills

Core Skills

Financial AnalysisProject ManagementMarket ResearchDigital StrategyProduct ManagementAi AnalyticsPredictive MaintenanceCost ManagementDue DiligenceInventory ManagementProcess ImprovementData AnalysisSales StrategyOrganizational DevelopmentCost ReductionMarket AnalysisTechnology AnalysisDashboard DesignValuation

Other Skills

Business AnalysisCommunicationData ResearchDecision-MakingFinancial ModelingFundamental AnalysisInvestingMarketingMicrosoft OfficeProduct DesignQualitative ResearchQuantitative ResearchStrategic Planning

About

As an investor with over six years of experience and an equity research analyst for more than three years, I bring a wealth of expertise in identifying investment opportunities and conducting thorough financial analysis. My career has been driven by a passion for understanding market dynamics and a commitment to making informed, strategic investment decisions. I have a robust track record of successful investments across various sectors, leveraging my keen analytical skills and market insights to maximize returns. My experience spans evaluating startups to managing diversified portfolios. In my role as an equity research analyst, I have honed my ability to perform in-depth financial analysis, forecast trends, and provide actionable recommendations. I specialize in dissecting financial statements, understanding company fundamentals, and identifying growth potentials. I excel in strategic planning and decision-making, backed by comprehensive research and data-driven insights. My approach is methodical and meticulous, ensuring every investment decision is well-grounded and aligned with long-term objectives. Staying ahead of market trends is crucial to my work. I continuously monitor economic indicators, industry developments, and emerging technologies to inform my investment strategies and research findings. Looking ahead, I am constantly seeking new challenges and opportunities to apply my expertise. Whether it's through identifying the next big investment, conducting groundbreaking research, or driving strategic initiatives, my goal is to contribute to the success and growth of the organizations I work with. Feel free to connect with me to discuss potential collaborations, share insights, or explore opportunities in the investment and finance sectors.

Experience

Lumiz.ai

2 roles

Associate Consultant

Promoted

Mar 2025Present · 1 yr · Hyderabad, Telangana, India · On-site

  • Projects:
  • 1. Neutraceutical GTM: Designed and executed GTM and digital strategy for a nutraceutical brand’s e-commerce launch, resulting in an 18% ROI through precision marketing and channel integration.
  • 2. AI-Based Pharma Inventory Product: Led the end-to-end product design and management of an Industry 4.0 AI predictive analytics product for pharmaceutical inventory management in a specialty hospital, reducing inventory wastage by 24%.
  • 3. Smart Factory Predictive Maintenance Product: Led the end-to-end product design and management of a smart factory predictive maintenance product for an API pharmaceutical manufacturer, delivering 17% cost savings through proactive equipment health monitoring and downtime prevention.
  • 4. M&A Due Diligence: Conducted financial and operational due diligence of a technology firm, validating $85M valuation and uncovering risks that led to a 6% reduction in acquisition price.
  • 5. Hospital Inventory Restructuring: Designed and implemented a hospital pharma inventory flow to streamline stock management, reducing misplacement and minimizing wastage by 12%.
  • 6. Internet Broadband Market Research: Executed an in-depth market research project for an IT company, delivering actionable insights for customer targeting and infrastructure development.
Strategic PlanningMarket ResearchFinancial AnalysisProject Management

Analyst

Jul 2024Mar 2025 · 8 mos · Hyderabad, Telangana, India · On-site

  • Projects:
  • 1. Hospital Org. Transformation: Develop a hospital-wide organizational transformation initiative for a specialty care provider by conducting competitor benchmarking and primary interviews, achieving 22% operational cost reduction.
  • 2. Pharma Sales Force Design: Drove a 15% increase in pharmaceutical sales by developing a sales force design strategy, aligning sales structure with regional healthcare demand trends.
  • 3. Pharma Sales Force Technology: Worked on Salesforce tracking and value-adding application by analyzing user requirements, designing performance dashboards, and providing actionable insights to improve sales team efficiency.
  • 4. DHP Product Market Research: Delivered technical and non-technical in-depth market research project for a DHP product company, delivering actionable insights for customer targeting and value proposition development.
Market ResearchSales StrategyData Analysis

Finnovationz

Equity Research Analyst

Apr 2021Jun 2024 · 3 yrs 2 mos · Pune, Maharashtra, India · On-site

  • Job Responsibilities :
  • 1. Analyzed companies, industries, & market trends thoroughly to generate over 150 investment ideas utilizing information from the company's annual reports, quarterly investor presentations, & quarterly conference calls.
  • 2. Developed comprehensive financial models to predict company performance & evaluate valuation utilizing diverse methodologies.
  • 3. Deliver comprehensive research reports & present investment theses to HNI clients.
  • 4. Monitor and update investment ideas based on changes in market conditions and company performance according to the company's P&L statements, Balance Sheets, and Cash Flow Statements.
  • 5. Stay updated with market news, economic indicators, and regulatory changes that may impact investment decisions.
Financial AnalysisValuationMarket Research

La polo

Social Media Marketing Intern

Dec 2019Dec 2019 · 0 mo · Kolkata

Stock market

Equity Investor

Jun 2018Present · 7 yrs 9 mos · Hyderabad, Telangana, India

Mukesh hyundai

Internship Trainee

Jan 2017Jan 2017 · 0 mo · Kestopur,Kolkata

Bhandari automobiles pvt. ltd.

Internship Trainee

Jan 2016Jan 2016 · 0 mo · Sodepur,Kolkata

Education

Liverpool John Moores University

Master of Business Administration - MBA — Accounting and Finance

Aug 2022Apr 2024

Institute of Management Technology, Ghaziabad

Advanced General Management Program — Accounting and Finance

Aug 2022Sep 2023

Maulana Abul Kalam Azad University of Technology, West Bengal (MAKAUT, WB)

B.Tech — Automotive Engineering

Jan 2017Jan 2020

Dr. Sudhir Chandra Sur Institute of Technology & Sports Complex

High School Diploma — Automotive Engineering Technology/Technician

Jan 2014Jan 2017

Central Model School Barrackpore

CBSE Class 10

Jan 2014Present

Stackforce found 100+ more professionals with Financial Analysis & Project Management

Explore similar profiles based on matching skills and experience