Milan Bavishi

Co-Founder

Mumbai, Maharashtra, India21 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in equity research and investor relations.
Proven track record in driving financial literacy.
Strong background in capital markets and business strategy.

Stackforce AI infers this person is a seasoned professional in Financial Services with expertise in equity research and investor relations.

Contact

milanbavishi@gmail.com LinkedIn

Skills

Core Skills

Content CreationCapital MarketsEquity Research

Other Skills

TradingFundamental AnalysisTechnical AnalysisInvestingTeachingFinancial ModelingValuationInvestor RelationsEquitiesCommodityAsset ManagementFinancial MarketsInvestment BankingFinancial AnalysisPortfolio Management

About

Experienced professional with a demonstrated history of working in the financial services industry. Skilled in Equity Research, Investor Relations and Business Strategy. Let's connect and explore opportunities to drive growth and impact together.

Experience

21 yrs 6 mos

Total Experience

2 yrs 4 mos

Average Tenure

3 yrs 6 mos

Current Experience

Upstox

Director - Content

Oct 2022 – Present · 3 yrs 6 mos · Mumbai, Maharashtra, India

Dedicated professional leveraging expertise in content creation and capital markets to drive engagement and education. As Director of Content at India's leading broking house, Upstox, I am committed to de-jargonizing the capital market and making financial literacy accessible to all.

TradingFundamental AnalysisTechnical AnalysisInvestingTeachingContent Creation+1

Rw ventures

Founder

Jul 2020 – Sep 2022 · 2 yrs 2 mos · Mumbai, Maharashtra, India

Consistently ranked as a top performer on Smallcase.com

Ey

Associate Vice President

Feb 2019 – Jun 2020 · 1 yr 4 mos · Mumbai Metropolitan Region

Valuation of Indian and foreign unlisted companies.

Karvy computershare

Head - Investor Relations services

Aug 2017 – Feb 2019 · 1 yr 6 mos · Mumbai Metropolitan Region

Upstox

EVP Strategy and Business Development

Sep 2016 – Aug 2017 · 11 mos · Mumbai Metropolitan Region

S-ancial

President, Senior Investor Relations Specialist

Feb 2014 – Sep 2016 · 2 yrs 7 mos · Mumbai Metropolitan Region

Inventure growth & securities

Head Equity Research

Jan 2009 – Feb 2014 · 5 yrs 1 mo · Mumbai Metropolitan Region

Identifying and analyzing stocks across different sectors in the coverage universe using a hybrid strategy combining technical and fundamental research.
Making investment and trading based sales pitches to high net worth clients and channel partners to generate brokerage revenue.
Extensively publish investment recommendations on stocks and commodities in print media viz. The Economic Times, Business Standard, etc.
Appearances on ET Now business channel to discuss commodity trading opportunities.

Jm financial institutional securities ltd

Lead Equity Research Analyst

Aug 2006 – Dec 2008 · 2 yrs 4 mos · Mumbai Metropolitan Region

Performed detailed financial modeling and fundamental valuation analysis of stocks in the Indian automobile and capital goods sector.
Pitched buy and sell recommendations to fund managers and buy-side analysts to generate brokerage revenue
Tata Motors rights issue of $1B (investment banking assignment) – Collaborated with senior management of Tata Motors to complete company due diligence and valuation.
Organized road shows, conferences, investor meetings with company management teams and factory visits for clients.

Anagram stockbroking ltd

Equity Research Analyst

Aug 2004 – Aug 2006 · 2 yrs

Tracked companies in the mid-cap and small-cap sector across various sectors including chemicals, automobiles, automobile components and consumables.
Worked directly with the Head of Research in completing the research process including management meeting, financial modeling and report making.