Avi Nalin

Product Manager

Lucknow, Uttar Pradesh, India1 yr experience

Key Highlights

  • Co-led India's first UG student-led investment fund.
  • Developed a mock stock platform engaging over 400 participants.
  • Created an automated financial dashboard for SaaS analysis.
Stackforce AI infers this person is a Finance professional with a strong focus on investment analysis and research.

Contact

Skills

Core Skills

InvestmentsFinancial ReportingEquity ResearchInvestment Research

Other Skills

Financial AccountingFinancial TransactionsStock ResearchEquity Research AnalysisIndustry ResearchEconomic PolicyGeopoliticsEconomic ResearchWritten CommunicationFinancial AnalysisFinancial StatementsCommunicationPresentation SkillsLeadershipMicrosoft PowerPoint

About

I’m a fourth-year Economics and Finance student at Ashoka University, fascinated by how companies create, capture, and sustain value, whether they’re public or private. My journey so far has taken me through hedge funds, asset managers, and venture capital, where I’ve built skills in fundamental research, valuation, financial modelling, and portfolio management while learning to think like an investor. What excites me most is connecting the numbers with the bigger story: understanding industries, uncovering opportunities, and shaping investment theses, and I enjoy exchanging ideas with others who share the same curiosity for markets. I enjoy the challenge of breaking down industries and businesses into their financial drivers to understand what truly creates value.

Experience

1 yr
Total Experience
1 yr
Average Tenure
1 yr
Current Experience

Bodhi capital

Portfolio Manager

May 2025Present · 1 yr · New Delhi, Delhi, India

  • Co-led India's first UG student led active investment fund
  • Managed a 25L+ student-managed fund, outperforming benchmark indices and generating YTD alpha of 9.5%
  • Led and mentored a 50+ member team of analysts, guiding investment ideas from thesis to live execution
  • Managed and supervised 15+ teams to conduct qualitative and financial research, leading to successful investment decisions
InvestmentsFinancial AccountingFinancial ReportingFinancial Transactions

Ashoka investments club

Co President

May 2025Present · 1 yr

  • Developed a mock stock platform that engaged over 400 participants, increasing financial literacy among college students
  • Moderated a panel on India's growth with Nilesh Shah, Shivshankar Menon, Sandeep Hasurkar, engaging 200+ attendees.
InvestmentsFinancial ReportingFinancial Transactions

The d. e. shaw group

Summer Analyst

May 2025Jul 2025 · 2 mos

  • Sole PPO Recipient
  • Conducted comparable company analysis and valuation across 8 projects, supporting screening and sector evaluation.
  • Analysed industry trends and competitive dynamics, synthesising insights that informed investment discussions and theses.
  • Integrated advanced AI tools, prompt engineering, and expert interviews into analyses, strengthening recommendations.

Taksh asset management private limited

Equity Research Intern

Jun 2024Aug 2024 · 2 mos · Mumbai, Maharashtra, India · On-site

  • Conducted sectoral research on the Indian capital goods sector expanding the universe of stocks under evaluation by the company.
  • Focused on the electricity supply chain and analysed sectors ranging from power generation to industrial consumption.
  • Executed on-ground research to uncover the on-ground perceptions of various companies, which refined investment strategies.
  • Analyzed physical assets and engaged with last-mile stakeholders and customers.
Equity ResearchStock ResearchEquity Research AnalysisInvestment ResearchIndustry Research

Fortytwo.vc

Financial Dashboard Intern

Feb 2024Jun 2024 · 4 mos · Bengaluru, Karnataka, India · Remote

  • Developed an automated financial dashboard to analyze financial statements of all American public SaaS companies.
  • Created a Python-based database by integrating multiple APIs, improving data accessibility and facilitating easy analysis.
  • Identified and analyzed key financial trends, presenting data in a user-friendly format to support informed decision-making.
  • Leveraged dashboard insights to write detailed blogs on the VC ecosystem, contributing to industry knowledge.
InvestmentsFinancial ReportingFinancial Transactions

The geostrata

Intern

Feb 2023Aug 2023 · 6 mos · Remote

Economic PolicyGeopoliticsEconomic ResearchWritten Communication

Indian institute of management udaipur

Intern

Sep 2021Sep 2022 · 1 yr

Written Communication

Education

Ashoka University

Bachelor's degree — Economics and Finance

Sep 2021Jul 2026

Study Hall School

AISSCE

Oct 2020Jul 2021

Oakridge International School

AISSE

Jul 2018Oct 2020

Study Hall School

Aug 2016Jul 2018

A & M Consolidated Middle School

Jul 2015Apr 2016

Glendale International School

Jul 2007Mar 2015

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