Rounaq Bakshi

CEO

Gurgaon, Haryana, India14 yrs 6 mos experience
Highly Stable

Key Highlights

  • SEBI Registered Research Analyst with extensive investment experience.
  • Led multiple high-impact research projects for government and financial institutions.
  • Expert in climate change investments and sustainable finance initiatives.
Stackforce AI infers this person is a Finance and Research Analyst with expertise in investments and sustainable finance.

Contact

Skills

Core Skills

Principal Investments

Other Skills

InvestmentsGeneral InsuranceHealth InsuranceInsuranceLiabilityTerm Life InsuranceClaimIncome ProtectionBrokersManagementTeam ManagementMicrosoft Power BIMicrosoft ExcelBusiness Intelligence (BI)Sales

Experience

14 yrs 6 mos
Total Experience
3 yrs 5 mos
Average Tenure
10 mos
Current Experience

Bakshi holding

Private Investor

Jul 2025Present · 10 mos · Delhi, India · On-site

  • Welcome! My Name is Rounaq Bakshi and I am a SEBI Registered Research Analyst (INH000022747).
Principal InvestmentsInvestments

Nri (nomura research institute)

2 roles

Chief Researcher

Apr 2023Jul 2025 · 2 yrs 3 mos

Senior Researcher

Sep 2019May 2023 · 3 yrs 8 mos

  • Part of the Global Knowledge Center team, worked extensively on client projects, proposals/client development efforts, internal knowledge pieces
  • Covered: Financial Business Consulting, Social-System Department, Global Manufacturing division among others
  • Themes such as Green and Sustainable Finance standardization, Climate change, Smart-City Initiatives, Insurtech, Dx
  • Manage relationship with clients and lead projects in research and consulting
  • Select projects:
  • Labor policies in different countries for Government of Japan
  • Benchmarking study on latest trends in IT for DevOps implementation for a financial institution
  • Southeast Asian Lending business project
  • Investments in Climate change

Evalueserve

Senior Business Analyst

Sep 2017Aug 2019 · 1 yr 11 mos · Gurgaon, India

  • Part of the Corporate and Professional Services(CAPS) team serving one of the leading consulting firm as a research advisor
  • Working closely with teams from Global Financial Institutions Center, Investment Banking and Corporate finance practice
  • Focus on Banks, NBFCs, AMCs and Insurance companies
  • Conducting in depth research and analysis on the kind of data available and establish standards for data collection and KPI calculation with respect to a specific industries
  • Supporting ad hoc research and contribute to articles and white papers on relevant topics of interest

Moody's analytics

2 roles

Junior Associate

Aug 2015Sep 2017 · 2 yrs 1 mo

  • Worked for a Leading Independent Capital Markets Advisory Firm that has advised more than 750 IPOs, follow on offerings, capital raises and helped companies raise over €250bn across all major industry sector
  • Helped in building in proprietary investor database that captures all the previous deals and helps in capturing useful data points for future offerings

Senior Analyst

Mar 2014Aug 2015 · 1 yr 5 mos

  • - Joined the investment banking pool team serving a leading private equity client that invests in public equities across the geographies

Max bupa

Sales Advisor

Oct 2011Mar 2014 · 2 yrs 5 mos · Greater Delhi Area

  • Providing health insurance planning service to clients
  • Benchmarked all the insurance providers and delivered a product suitable as per the requirement
  • Offered health care plans that takes into account the medical inflation, critical illness plans that covers 20 diseases and offers assured benefits, accidental covers amongst others

Education

National Institute of Securities Markets (NISM)

NISM-Series-XV: Research Analyst Certified — Research Methodology and Quantitative Methods

Oct 2024Oct 2034

Sri Guru Gobind Singh College Of Commerce

Bachelor of Commerce (B.Com.) — Commerce

Jan 2009Jan 2012

Jaspal Kaur Public School

class 12 th — commerce

Jan 2009Present

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