Anish Dixit — Product Manager

I am a Post Graduate in Finance from Pune University, India. Currently working as a Independent consultant. I have over 12 years of trading and investing experience in stock markets. I Advise some of HNI and other retail clients for their Equity portfolios. Also conduct sessions for MBA students on equity research, fundamental analysis and financial modelling ! I also consult start ups for their financial modeling and valuation needs As of now, I take care of overall research for my clients, primary responsibilities are stock idea generation for medium and long term purpose. Specialized in small and mid-cap research. Advising HNI clients for their portfolios. In CRISIL I was working for PE/VC, Mutual fund Client and helping them for various requests such as Industry research company profiling and financial models and assisting at deal sourcing level research. At Scaale Capital, I was responsible for detailed Business Analysis, Market Research, Business Strategy, Creating Business Plans and Valuation in the industries of Cleantech, Technology, Mobile Applications, Robotics and Internet. I have worked with Reval Analytics in Pune and this role involved Equity Research and Fundamental Analysis of global companies( mainly US, Japanese, European) from Industrial sector. Equity research process involved Business Analysis, Forecasting of Revenues and Earnings, DCF valuation, Relative valuation, and writing a report based on all the analysis for the particular stock/company.

Stackforce AI infers this person is a Financial Consultant with expertise in Equity Research and Financial Modeling.

Location: Pune, Maharashtra, India

Experience: 13 yrs 6 mos

Skills

Financial Modeling
Consulting
Equity Research
Research Analysis
Market Research
Valuation

Career Highlights

Over 12 years of trading and investing experience.
Specialized in small and mid-cap equity research.
Conducts training sessions for MBA students.

Work Experience

SEBI

SEBI Securities Market Trainer (7 mos)

Self-employed

Financial Services Consultant (7 yrs 2 mos)

SEBI Registeted Research Analyst (7 yrs 8 mos)

Independent Consultant

Independent Researcher/Trader Investor (1 yr 3 mos)

CRISIL Global Research & Analytics

Reseach Analyst (11 mos)

Scaale Inc

Analyst (1 yr 3 mos)

Reval Analytics

Equity Research Analyst (Industrial sector) (1 yr 3 mos)

Education

Master of Business Administration (MBA) at Sinhagad Institute Of Management

Bachelor of Science (B.S.) at S.P College Pune

at Abasaheb Garware College

Anish Dixit

Product Manager

Pune, Maharashtra, India13 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Over 12 years of trading and investing experience.
Specialized in small and mid-cap equity research.
Conducts training sessions for MBA students.

Stackforce AI infers this person is a Financial Consultant with expertise in Equity Research and Financial Modeling.

Contact

Skills

Core Skills

Financial ModelingConsultingEquity ResearchResearch AnalysisMarket ResearchValuation

Other Skills

BankingCapital MarketsCredit AnalysisCredit RiskEquitiesFinancial MarketsFinancial PlanningFinancial Statement AnalysisFundamental AnalysisIndustry researchInvestment BankingInvestmentsMarket AnalysisPortfolio ManagementPortfolio design

About

Experience

Sebi

SEBI Securities Market Trainer

Aug 2025 – Present · 7 mos · Pune, Maharashtra, India

Creating awareness about Financial Literacy in college level students, Self help groups, NGOs other Women organisations,general organisations. We conduct Investment awareness programs to achieve this goal and educate a large audience about the importance of savings and investing

Self-employed

2 roles

Financial Services Consultant

Jan 2019 – Present · 7 yrs 2 mos · Pune, Maharashtra, India

Consulting start ups for Financial modelling and projections/valuation assignments since 2019..
guiding founders for pitch decks, how to do valuations.
Trainer for stock market related courses..
Avid stock market follower! Investor and trader

Financial modelingValuationConsultingTrainingFinancial Modeling

SEBI Registeted Research Analyst

Jun 2017 – Feb 2025 · 7 yrs 8 mos · Pune, Maharashtra, India · On-site

Idea generation through Fundamental Analysis for small to medium term and long term investing.
Value based investing in small and mid caps.
Financial modelling and projections for future estimates, Valuations of stocks
Technical Analysis to tap best possible trades for clients.
Portfolio design for retail and HNI clients depending on their risk profile and returns.
Training on Equity Markets

Fundamental AnalysisFinancial modelingPortfolio designTechnical AnalysisEquity ResearchFinancial Modeling

Independent consultant

Independent Researcher/Trader Investor

Mar 2016 – Jun 2017 · 1 yr 3 mos · Pune Area, India

Overall Equity Research
Financial modelling and projections for future estimates, Valuations of stocks
Unlisted companies and startups valuations and projections
Financial and capital market Training

Financial modelingValuationTrainingFinancial ModelingEquity Research

Crisil global research & analytics

Reseach Analyst

Feb 2015 – Jan 2016 · 11 mos · Pune

Working for PE client for various industry research request and company profiling , helping them at Deal Sourcing level research work
Worked on buy side hedge fund client for macro-economic indicators tracking, industry data updating and updating few financial models

Industry researchFinancial modelingResearch AnalysisFinancial Modeling

Scaale inc

Analyst

Nov 2013 – Feb 2015 · 1 yr 3 mos · Pune Area, India

Scaale is a Venture Resource Group dedicated to implement solutions for startups, SMB’s, Corporations and Governments through innovation, sales, capital and talent.
Headquartered in San Francisco, Scaale Group comprises of 7 companies and a team of 300+ employees spread over 10 countries. Scaale is currently working for 100+ clients.
With our local offices and ecosystems Scaale Group has a unique real time knowledge of how to enter new markets, the cost of doing business everywhere in the world and what new opportunities are emerging in different industries in other markets. With today complex global context, Scaale can connect the dots and apply the right strategy for every company to grow.
My Responsibilities at Scaale includes :
Market and Financial Analysis of Businesses seeking growth / risk capital in second round of financing and beyond.
Providing an Exit strategy to current investors.
Building Financial Models for the purpose of Target company valuation and financial advisory
Advise businesses on potential acquirers / investors

Market AnalysisFinancial modelingValuationMarket ResearchFinancial Modeling

Reval analytics

Equity Research Analyst (Industrial sector)

Aug 2012 – Nov 2013 · 1 yr 3 mos · Pune Area, India

Primary Tasks:
Handling the responsibility of fundamental valuations of an assigned portfolio of companies from Global Market (Japan, US, Taiwan, Hong Kong) Diversified Industrial sector (Mid Cap & Small Cap).
Updating the financial models with the latest financials by analyzing the company’s financial statements (Income Statement, Balance Sheet & Cash Flow) in its Earning Release.
Valuing the Operations of the companies based on its Free Cash Flows it generates after adjusting for the non-operating and abnormal items in the financial statements.
Developing the Business Model of the companies so as to reflect its revenue generation from every segment and sub segment of the business.
Estimating and projecting future growth for the revenues & earnings of the company using required Business Performance Methodology and deriving price by Discounted Cash Flow (DCF) and Relative Valuation method.
Revenue and EPS estimates published on the public financial platform like Thomson Reuters
Comprehensively covered 3 quarterly earnings seasons.
Writing research reports explaining economy and industry trends, analysis of the company based on information in public domain (Earning Releases, Investor Presentations, news etc.)

Equity ResearchValuationFinancial modeling