Sumit Prajapat

Business Development Executive

Indore, Madhya Pradesh, India1 yr experience

Most Likely To Switch

Key Highlights

Passionate about Valuation and Equity Research.
Experienced in deal evaluation and strategic analysis.
CFA Level I candidate with strong analytical skills.

Stackforce AI infers this person is a Finance professional with a focus on Equity Research and Wealth Management.

Contact

Skills

Core Skills

Wealth Management ServicesEquity Advisor

Other Skills

Market ResearchRisk ManagementRisk AssessmentResearch analystInfrastructure ProjectsRelative ValueChange ManagementBusiness AdministrationAsset Allocation StrategiesManagement of Financial InstitutionsStrategic Planning for GrowthDCF ValuationDonor RecognitionSales and MarketingSales Growth

About

I am a Finance learner passionate about Valuation & Equity research. I have been actively learning how to analyze businesses through tools like ratio analysis, DuPont models, and financial statements. I am particularly interested in mergers and acquisitions and exploring opportunities to apply my skills in deal evaluation, strategic analysis, and due diligence. Also preparing for CFA L1 simultaneously. I am always eager to connect with professionals in investment banking, corporate finance, and M&A advisory to learn from their experiences and contribute to impactful projects. Feel free to reach out if you would like to discuss finance, deal-making, or potential opportunities to collaborate sumitprajapat333666@gmail.com .

Experience

1 yr

Total Experience

6 mos

Average Tenure

9 mos

Current Experience

Sharescart.com

Equity Advisor

Sep 2025 – Present · 9 mos · Indore, Madhya Pradesh, India · On-site

As an Equity Advisor at Sharescart, responsible for providing accurate investment recommendations to High Net Worth Individuals (HNIs) and managing their portfolios. The role involves conducting equity research, analyzing market trends, and designing personalized wealth management strategies to achieve clients’ financial goals while ensuring optimal portfolio performance and risk management.

Wealth Management Servicesequity advisor

Jan kalyan multipurpose education society

Business Development Executive

Aug 2023 – Nov 2023 · 3 mos

Jan Kalyan Multipurpose Education Society, Mumbai is an NGO serving Society via promoting Child education and Development
Accomplishments:
· Worked locally for 3 weeks contacting people and acknowledging them about NGO to convince for DONATION
· Raised 1% of total Monthly Fund.

Arc infratech

Sales Marketing Executive

Feb 2023 – Apr 2023 · 2 mos

ARC Infratech, leading Real Estate firm in Indore, deal in Building infrastructural projects.
Accomplishments:
· Generated Various Lead for the Organization
· Contributed 6% increase in sales
· And converted a potential client for deal of ₹25,00,000