Abdullah Zaman

Co-Founder

India6 yrs 8 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Founded Ethica, scaling it to INR 150 million AUA.
Maintained a 70% hit rate on stock recommendations.
Executed successful international roadshows for investor networking.

Stackforce AI infers this person is a Fintech expert with strong advisory and analytical capabilities.

Contact

Skills

Core Skills

Financial AdvisoryPortfolio ManagementFinancial AnalysisCommunicationUniversity Lecturing

Other Skills

Project ManagementProgrammingStartupsMicrosoft ExcelOrganization SkillsFinancial ReportingMultitaskingAnalytic Problem SolvingMathematicsFinancial MarketsData AnalysisFinanceRatio AnalysisTech SavyAccount Reconciliation

About

I am a SEBI regd. Equity Research Analyst (RA) with experience in deep fundamental analysis of publicly listed companies. I offer an actively managed model portfolio service to my clients supported by research reports on companies that we add to the portfolio. I focus on a multitude of sectors including Pharma, Manufacturing, IT, and Hospitality. I founded Ethica, a platform enabling HNI and retail investors to simplify their investments.

Experience

6 yrs 8 mos

Total Experience

3 yrs 8 mos

Average Tenure

5 yrs 7 mos

Current Experience

Siliguri college

Guest Lecturer

Feb 2025 – May 2025 · 3 mos · Siliguri · On-site

Designed and delivered 12 lectures on Media Management for 30 undergraduate Mass Communication students, drawing on first-hand experience of founding and scaling a startup to bridge theoretical concepts with applied practice.
Substituted outdated syllabus examples with contemporary industry cases, improving student engagement and ensuring curriculum relevance.

University LecturingGuest LecturingPublic Lectures

Greystone advisory group

Financial Analyst

Aug 2024 – Oct 2024 · 2 mos · New York City Metropolitan Area · Remote

Provided modeling & due diligence support, preparation and review of various presentations and general advisory services to Greystone and Mage Networks (a client of Greystone).

Financial AnalysisInvestment BankingFinanceFinancial Audits

Ethica invest

Founder and CEO

Oct 2020 – Present · 5 yrs 7 mos

Scaled an investment advisory firm from zero to INR 150 million (~$1.6M) Assets Under Advisory (AUA), serving 150+ retail and HNI clients with a 70% retention rate.
Secured SEBI Research Analyst license (INH000013244), ensuring full regulatory compliance and establishing credibility in a highly regulated market.
Across 40 closed (model portfolio) stock recommendations, I have maintained a 70% hit rate with an average return of ~49% per exit, over an average holding period of 9 months.
Architected a proprietary stock screening system, leading a team of 5 analysts to filter 4,500+ Indian equities into a shariah-compliant investable universe of ~1,150 stocks.
Raised $30,000 from an angel investor, at a post-money valuation of $650k.
Executed the firm's first international roadshow in Riyadh and Dubai (Dec 2024), establishing a referral network with Non-Resident Indian (NRI) Investors for future capital deployment.

Financial AdvisoryProject ManagementProgrammingStartupsMicrosoft ExcelOrganization Skills+29