Anchal Kansal

Co-Founder

New Delhi, Delhi, India5 yrs 2 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Led equity analysis for top fund management.
Created impactful financial content published in major outlets.
Automated sales processes through innovative robo-advisory project.

Stackforce AI infers this person is a Fintech professional with strong analytical and content management skills.

Contact

Skills

Core Skills

Equity AnalysisValuation AnalysisEquity ResearchClient CommunicationSales Automation

Other Skills

Financial Metrics ModelsContent ManagementResearch ThesisContent CreationRobo-advisoryFinancial ModelingData AnalysisValuationData EntryMarketingMicrosoft Power BIMicrosoft ExcelMicrosoft PowerPointManagementFinancial Management

About

https://anchal02kansal.github.io/Work-Portfolio/

Experience

5 yrs 2 mos

Total Experience

1 yr 8 mos

Average Tenure

3 yrs 7 mos

Current Experience

Green portfolio

4 roles

Senior Manager- Brand

Promoted

Jul 2024 – Present · 1 yr 9 mos · Gurugram, Haryana, India

I head content @Green Portfolio

Investment Advisory Manager

Jul 2023 – Jun 2024 · 11 mos · Gurugram, Haryana, India

Investment Advisory Associate

Jul 2022 – Jun 2023 · 11 mos · Gurugram, Haryana, India

1. Green Portfolio is a top Portfolio Management Service Fund and core research house having two arms- Retail (smallcase) and PMS
2. Worked under top fund manager to give BUY/HOLD calls to equities in various strategies of the company.
3. Undertook equity and valuation analysis through various financial metric models like PE analysis, EV/EBITDA analysis, Peer comparisons.
4. Company Analysis also included attending Earning calls, one on one investor meets.
5. Managed content for the company revolving around general financial awareness and providing research thesis on equities that company hold along with sectors company is bullish on.
6. Views on various topics have also published by sites like Tickertape, Smallcase, Money Control and Economic times.
7. Directly worked under CEO to provide him with resources for PR.

Equity AnalysisValuation AnalysisFinancial Metrics ModelsContent ManagementResearch Thesis

Investment Operations Intern

Jan 2022 – Jun 2022 · 5 mos · Gurugram, Haryana, India

1. Undertook equity research of the companies to be included in the existing and upcoming portfolios
2. Prepared factsheets, product kits, and stock letters to be sent out to small case clients and attended to client queries
3. Created content for the company’s website and LinkedIn account to provide an in-depth research thesis as to why has the company chosen those stocks
4. Worked on Robo-advisory project to automate the company's sales part

Equity ResearchClient CommunicationContent CreationRobo-advisory

Invest india

Research Intern

Dec 2021 – Jan 2022 · 1 mo · New Delhi, Delhi, India

Working at tourism desk along with lead researchers aiming to tap investment avenues in the country
Preparing data to present to investors with the goal of bringing in more FDI in the Indian economy

Sri venkateswara college, delhi university

Academic Research Intern

Jul 2021 – Sep 2021 · 2 mos

Topic of the research "Growth of mutual Funds during Covid-19 crisis"
Risk and return analysis of top 5 mutual funds in large cap, mid cap and small cap category by comparing the ratios with index i.e., NIFTY50
Evaluation of Performance of mutual funds by comparing pre covid and during covid data.

The mun & global affairs society, sri venkateswara college

2 roles

Executive, External Affairs

Promoted

Jan 2021 – May 2021 · 4 mos

1.Departments - Research and Marketing

Member

Jan 2020 – Jan 2021 · 1 yr

Nneell's invest

Finance Intern

Jan 2021 – Feb 2021 · 1 mo

Generated buy and sell signals on 3 major currencies – AUD/USD, USD/JPY, GBP/JPY
Delivered 22% return via strategic analysis to the portfolio
Gained an understanding of forex market and foreign stock exchanges

Shibui

Project Manager

Oct 2020 – Nov 2020 · 1 mo

Spearheaded Project -LOCNAPPS comprising a team of 11 people
Curated content for marketing on social media
Learnt the importance of localisation in digitally advanced and diverse world.

Sri venkateswara college, delhi university

Academic Research Intern

Jun 2020 – Aug 2020 · 2 mos

Gained knowledge on what it takes to prepare a reliable and credible research paper.
Researched on the topic - "Online Education in India in the times of induced Lockdown"
Paper published by International Journal of Indian Psychology.
Responsible for all the data analysis collected through google forms using Power Bi and Excel.