Suraj Kumar

Co-Founder

Delhi, India6 yrs 6 mos experience

Key Highlights

5+ years of expertise in Private Equity and Investment Banking
Strong track record in client relationship and portfolio management
Proven ability to analyze market trends and execute transactions

Stackforce AI infers this person is a Private Equity and Investment Banking professional with strong analytical and client management skills.

Contact

Skills

Core Skills

Private EquityPortfolio ManagementEquity ResearchFund Accounting

Other Skills

Client DealingClient Relationship ManagementCorporate ActionDue DiligenceFinancial AnalysisFinancial ResearchFinancial StatementsFundamental AnalysisHedge FundsInvestment StrategyInvestor RelationsMarket ResearchMutual FundsPortfolio MonitoringSystem Monitoring

About

Suraj is a dynamic and enthusiastic learner having 5+ years of expertise In the domain of Private Equity Market, Mutual fund,Venture capital, Derivative Trading, Equity Research, Option Trading,Investment banking, Client Reporting, Investor relations and Portfolio management role.

Experience

Sharescart.com

Private Equity consultant

Mar 2025 – Present · 1 yr · Gurugram · On-site

Key Responsibilities & Expertise:
Client Relationship and Portfolio Management: Built and nurtured relationships with high-net-worth individuals (HNIs), delivering personalized investment solutions aligned with their financial goals.
Investment Strategy & Analysis: Conducted financial analysis, risk profiling, and portfolio assessments to design tailored investment plans.
Reserch & Proposal Development:Created detailed investment proposals, pitch decks, and reports to present asset allocation strategies and financial products.
Market Research: Analyzed market trends, competitor landscape, and investment instruments to identify high-potential opportunities in Unlisted and Pre-IPO shares.
Transaction Execution: Ensured smooth execution of investments while maintaining compliance with regulations.
Collaboration & Cross-Selling: Partnered with Sales teams to cross-sell services and optimize client portfolios.

Client Relationship ManagementPortfolio ManagementInvestment StrategyMarket ResearchTransaction ExecutionPrivate Equity

Acuity knowledge partners

Private Equity Associate

Nov 2023 – Mar 2025 · 1 yr 4 mos

Analysing financial Statements,NAV, Company Benchmarking, Market Research, Crunch base, PitchBook, Portfolio Monitoring, Reconciliation, Cash flow,Fund Accounting, Alternative Investment,Due Diligence, Investors Relations, Deals Advisory,CRM, Equity research Report, Investor Presentation.

Financial AnalysisMarket ResearchPortfolio MonitoringDue DiligenceInvestor RelationsPrivate Equity+1

Incedo inc.

Private Equity Associate

Sep 2022 – Oct 2023 · 1 yr 1 mo · Gurugram, Haryana, India · Hybrid

Portfolio Management, Fund Accounting, Capital Call, Distribution Call, NAV, Financial Statements, PCAP, ILPA, Client Dealing, Outlook, Excel, Brooklyn, IRR,Stock Split, Cash Flow Statements, Reconciliation.

Portfolio ManagementFund AccountingFinancial StatementsClient DealingPrivate Equity

Indxx

Analyst

Feb 2022 – Sep 2022 · 7 mos · Gurugram, Haryana, India · Hybrid

Financial Research, Corporate Action, Dividend Forecasting, Revenue Bifurcation, Financial Statements, Annual Report, Equity research, Indices Analysis, Corporate action, Intraday Trading and Themetic Index Creation.

Financial ResearchCorporate ActionEquity Research

Collegedunia

Campus Ambassador

Jan 2022 – Feb 2022 · 1 mo · Remote · Remote

Product Promotion, Marketing, Cost Cutting

Marquee equity

Intern

Oct 2021 – Jun 2022 · 8 mos · Delhi, India · Remote

System Monitoring

Avita technologies international

Campus Representative

Sep 2021 – Dec 2021 · 3 mos · Remote

Revenue Generation, Customer Pitching

Vardhan consulting engineers

Project Finance Analyst Intern

Apr 2021 – Sep 2021 · 5 mos · Remote · Remote

Kaizen-department of commerce,shivaji college

PR Duty Head

Sep 2020 – Jan 2022 · 1 yr 4 mos

Equity ResearchTechnical AnalysisFundamental Analysis

Bull your finance

Founder

Jul 2019 – Feb 2022 · 2 yrs 7 mos · Delhi, India · Remote

Equity Research, Technical Analysis,Index Research, Unlisted Shares,Sectoral Analysis,Nifty and Banknifty option and Future Analysis, Generate Swing Trades, Fundamental Analysis, BTST, Momentum Trading.
Able to Generate high accuracy calls.
70-75% Accuracy in Equity,Option and Future. knowledge of different indicators and key fundamental metrics which helps in day to day investment and Trading.