Kashish Patni — Business Analyst

Hi There! I’m Kashish! I worked as an Equity Data Research Analyst at Morningstar. My role involved researching and reporting the impact of corporate actions. I gained valuable insights into capital markets and their funding behavior across the globe with this role. My fascination with the stock market has been a lifelong pursuit. From actively tracking stocks to crafting investment portfolios, my journey has revolved around being a keen observer and an enthusiastic learner. In my previous roles, I've engaged in portfolio management, guiding clients toward quality stocks while ensuring their investment strategies align with their financial goals. Looking ahead, I'm eager to delve deeper into equity research and portfolio management services (PMS), leveraging my expertise to assist investors in navigating the complexities of the market. I aspire to contribute meaningfully, providing astute insights and strategic guidance that empowers investors to make informed decisions and optimize their portfolios. Kindly note that, I am not a SEBI Registered Analyst! Let's connect and explore the ever-evolving landscape of financial markets together!

Stackforce AI infers this person is a Financial Analyst specializing in equity research and portfolio management.

Location: Mumbai, Maharashtra, India

Experience: 4 yrs 9 mos