Sanyam Jain

CEO

Mumbai, Maharashtra, India9 yrs 6 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in equity valuation and financial analysis.
  • Extensive experience in investment research across Asia.
  • Strong background in wealth management for young professionals.
Stackforce AI infers this person is a Wealth Management and Investment Research Specialist with a focus on Asian markets.

Contact

Skills

Other Skills

Equity Capital MarketsEquity ResearchEquity ValuationFinancial AnalysisFinancial Statement AnalysisInvestment Valuation

About

We're a passionate team of wealth managers with the mission of assisting young professionals & entrepreneurs reach immense wealth. We understand that our clients work extremely hard and sacrifice a lot as they pave their way to success. We want to make sure they don't undermine the importance of personal financial planning along the way. We recognize that our profession requires a paradoxical combination of logic, knowledge instinct, and trust. And the opportunity of becoming a catalyst in someone's wealth building journey really excites us. Coming from an equity research and asset management background with exposure across different geographies, I hope to bring a new perspective and insights to our wealth management clients on funds management.

Experience

Bluefort financial

Partner

Sep 2021Present · 4 yrs 6 mos · Mumbai, Maharashtra, India

Mosaic advisors - advisors to allard partners, hong kong

Investment Analyst

Nov 2019Sep 2021 · 1 yr 10 mos · Mumbai

  • Part of the core investment research team for Allard Partners, an Asia focused hedge fund based in Hong Kong. Primarily focusing on Chinese and Indian markets, I was responsible for tracking a wide range of coverage companies across sectors while also researching into new companies as potential investment opportunities. This included extensive research in China's vast tech sector and fast growing new age companies, as well as in more traditional sectors like consumer staples, utilities and healthcare in China, India and Indonesia. This exposure across geographies and sectors provided new perspective in the context of investing in Indian markets and the rapid progress expected going forward.

Nepean capital

Investment Analyst

Jan 2018Oct 2019 · 1 yr 9 mos · Mumbai Area, India

  • Responsible for generating investment ideas in the Indian small and mid-cap space through multiple levels of screening, observation of macro trends, conference participation and interaction with company managements. Additionally, I analyzed and covered a wide range companies across sectors with a bottom up approach as well as contributed to portfolio management decisions with recommendations. This process involved deep dive analysis including building comprehensive models, extensive channel checks, annual report analysis, plant visits and management meets.

Edelweiss financial services

Equity Research Analyst

Aug 2016Jan 2018 · 1 yr 5 mos · Mumbai

  • Worked on various sectors such as Abrasives, Batteries, Bearings, Credit Ratings, Dairy, Refractories, amongst others, as part of the Midcaps team, including publishing research reports, maintaining comprehensive financial models, interacting with company management and calling clients and addressing their queries. Maintainined coverage of 20 companies and more than 7 sectors, with a soft coverage on many more.

Education

The Institute of Chartered Accountants of India

CA

Jan 2011Jan 2015

CFA Institute (US)

Certified Financial Analyst

Jan 2015Jan 2017

JAI HIND COLLEGE, MUMBAI

Bachelor of Commerce (BCom) — Accounting and Finance

Jan 2011Jan 2014

Global Association of Risk Professionals

Financial Risk Management

Jan 2013Jan 2013

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