Priyanshu Pandey

Business Development Executive

Bengaluru, Karnataka, India8 mos experience

Most Likely To Switch

Key Highlights

Achieved 52.5% CAGR in mutual fund analysis.
Led successful campus engagement campaigns.
Developed comprehensive reports on BFSI industry trends.

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

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Skills

Core Skills

Investment StrategyFinancial AnalysisEquity ResearchDigital MarketingLeadership

Other Skills

Mutual Fund AnalysisPortfolio & Sector DiversificationInvestment Strategy AssessmentSIP & Valuation ComparisonTraining & Market MonitoringValuationEquity TradingMarket AnalysisIndustry Report DevelopmentPromotional CampaignsSales InductionEngagement StrategyFundamental AnalysisFinancial ReportingFinancial Statement Analysis

About

#learningandgrowing

Experience

Motilal oswal financial services ltd

2 roles

Investment Specialist

Nov 2025 – Present · 4 mos · Bengaluru, Karnataka, India

Investment Specialist

Jun 2024 – Aug 2024 · 2 mos · Bengaluru, Karnataka, India · On-site

Mutual Fund Analysis: Conducted a detailed analysis of the Motilal Oswal Mid-Cap Mutual Fund, achieving a 52.5% CAGR and outperforming benchmarks such as the NIFTY Midcap 150 TRI. Evaluated risk metrics (Sharpe and Sortino ratios) and generated 11.5% alpha over the category average.
Portfolio & Sector Diversification: Analyzed fund allocation across 8 sectors and 22 stocks, with 75% of investments focused on mid-caps, demonstrating effective diversification strategies.
Investment Strategy Assessment: Reviewed and applied the QGLP (Quality, Growth, Longevity, Price) philosophy to evaluate high-growth companies, emphasizing sustainable long-term capital appreciation.
SIP & Valuation Comparison: Compared SIP and step-up SIP performances, achieving a 55.13% XIRR. Analyzed valuation metrics (P/E, P/B) against industry benchmarks.
Training & Market Monitoring: Completed 20+ hours of training in stock selection, portfolio management, and investment products. Gained hands-on experience with TGS software for market tracking and analysis.

Mutual Fund AnalysisPortfolio & Sector DiversificationInvestment Strategy AssessmentSIP & Valuation ComparisonTraining & Market MonitoringInvestment strategy+1

Finlatics

2 roles

Equity Research Analyst

Oct 2023 – Feb 2024 · 4 mos · Mumbai, Maharashtra, India · Remote

Managed a real-time portfolio of BSE 500-listed companies, enhancing expertise in equity trading and portfolio management.
Analyzed HDFC Bank's P/E ratio, reflecting market optimism toward its growth prospects and profitability.
Developed a comprehensive report on the BFSI industry, applying theoretical concepts to real-world scenarios and gaining insights into industry trends and market dynamics.

Equity TradingMarket AnalysisIndustry Report DevelopmentEquity researchFinancial analysis

Investment Banking Analyst

Oct 2023 – Feb 2024 · 4 mos · Mumbai, Maharashtra, India · Remote

Unacademy

Campus Ambassador

Apr 2022 – Jul 2022 · 3 mos · Bengaluru, Karnataka, India · Remote

Achieved a 2000+ increase in total viewership with a 10% engagement rate by implementing effective promotional campaigns.
Successfully led a sales induction meeting for 35+ participants, enhancing product outreach within the campus.
Developed and implemented an engagement strategy for an audience of 90, achieving a conversion ratio of approximately 50% across various channels.
Onboarded 40 new platform users, resulting in an increase in daily active users (DAU)

Promotional CampaignsSales InductionEngagement StrategyDigital MarketingLeadership

Equivaluesearch

Equity Research Intern

Mar 2022 – Jun 2022 · 3 mos · West Bengal, India · Remote

Analyzed a major Indian bank with a market capitalization of Rs 5.23 trillion using various fundamental analysis techniques.
Conducted in-depth analysis using over 15 reports to understand the growth potential of a USD 63.6 billion industry.
Designed a comprehensive 5-year Fundamental Analysis Report for State Bank of India (SBI) to guide strategic investment decisions.
Formulated and executed a comprehensive 5-year Fundamental Analysis Report for major Oil Marketing Companies (OMCs) in India, recognizing future growth in the dynamic energy sector.
Led a group project focusing on Oil Marketing Companies, incorporating detailed analyses on market size, ESG factors, ERP frameworks, and company-specific insights.

Fundamental AnalysisMarket AnalysisEquity research