Parth Swar

Business Development Executive

Mumbai, Maharashtra, India3 yrs experience

Most Likely To Switch

Key Highlights

Over 2 years of finance industry experience.
Expertise in equity research and risk management.
Pursuing a Master's degree in Finance and Investment.

Stackforce AI infers this person is a Finance professional with expertise in equity research and investment strategies.

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Skills

Core Skills

Equity ResearchRisk ManagementInvestment BankingFinancial AnalysisTechnical Analysis

Other Skills

Analytical SkillsBuy-sideCommunicationCross-border M&ADCF ValuationDue DiligenceEnglishFinanceFinancial ReportingFinancial planningIn-depth AnalysisInvestment ClientsInvestment DecisionsInvestment StrategiesInvestments

About

I am a finance professional with over 2 years of hands-on experience in the industry, complemented by my ongoing pursuit of a Master's degree in Finance and Investment. My career has equipped me with a solid foundation in Equity research, Technical analysis, and risk management. My goal is to blend my practical expertise with theoretical knowledge to excel in the dynamic world of finance, contributing to informed decision-making and value creation for organizations and clients alike.

Experience

Liquide

2 roles

Investment Analyst

Promoted

Jul 2025 – Present · 8 mos · Bengaluru, Karnataka, India · On-site

Identify long-term stock investment opportunities in Indian equities through a blend of fundamental and technical analysis
Curate research-backed stock recommendations for retail investors, factoring in earnings, valuations, price action, and market sentiment
Provide end-to-end financial planning services, helping clients achieve goals like retirement, home buying, education, and wealth creation
Perform risk profiling and design optimal asset allocation strategies tailored to individual financial needs
Track macroeconomic indicators, policy changes, and sectoral developments that impact equity markets
Use technical tools (charts, patterns, indicators) to time entries and exits, and support decision-making with momentum and trend analysis
Translate market complexity into simple, actionable insights, empowering clients to make confident investment decisions

Equity researchTechnical analysisRisk managementFinancial planningMarket analysis

Equity Research Analyst

Apr 2022 – Aug 2023 · 1 yr 4 mos · Banglore

I have been an integral part in development and implementation of an automated bot (LIMO) designed to answer all equity investment related queries.
Evaluated financial data from multiple sources to produce accurate stock forecasts.
Provided detailed analysis and actionable insights of market trends so company can make informed decision.
I have reviewed and generated over 2000 reports on Indian Equities.

In-depth AnalysisInvestment BankingInvestment DecisionsFinancial ReportingMicrosoft OfficeInvestments+9

Adroit financial

Technical Analyst

Mar 2021 – Mar 2022 · 1 yr · Mumbai, Maharashtra, India

Maintained and presented financial reports on stocks and other investment options.
Provided daily buy/sell recommendation on stocks to the clients and stakeholders.
Tracking global markets using various Technical Analysis metrics to analyze price movements, trends, and potential trading opportunities in the stock market.

TradingTrading OperationsTechnical Analysis