Nilesh Sharma

CEO

Jaipur, Rajasthan, India8 yrs 5 mos experience

Highly Stable

Key Highlights

Over 7 years of investment management experience.
Expertise in equity research and portfolio decision-making.
Proven track record in IPO advisory and execution.

Stackforce AI infers this person is a Finance professional with expertise in investment management and equity research.

Contact

Skills

Core Skills

Equity ResearchPortfolio ManagementInvestment BankingFinancial Analysis

Other Skills

Sector ResearchFinancial ModelingFinancial Due DiligenceMerchant BankingValuationCredit AnalysisCorporate FinanceTradingLoan against securitiesCorporate AdvisoryDebt FinancingFundraisingPrivate EquityFinanceBusiness Analysis

About

I am a Chartered Accountant and investment professional with over 7 years of experience across equity research, portfolio management, and capital markets. I currently serve as Chief Investment Officer managing institutional-grade assets. My work sits at the intersection of fundamental research and portfolio decision-making. I set the investment strategy, define sector allocations and risk parameters, oversee the research pipeline, and lead investment committee deliberations. On the research side, I combine rigorous bottom-up fundamental analysis. I track macroeconomic developments closely — Global monetary cycles, currency movements, and geopolitical risk — and translate that into real portfolio positioning decisions, not just commentary. Before this, I spent six months in merchant banking at Hem Securities, working on IPO preparation, DRHP filings.

Experience

8 yrs 5 mos

Total Experience

3 yrs

Average Tenure

2 yrs 3 mos

Current Experience

Family office

Chief Investment Officer

Mar 2024 – Present · 2 yrs 3 mos · India

Key Responsibilities & Achievements:
Conduct in-depth equity research across multiple sectors, identifying long-term investment opportunities aligned with the family’s risk-return profile.
Perform sectoral deep-dives, studying industry dynamics, competitive landscapes, and regulatory environments to inform investment decisions.
Evaluate investment proposals across listed equities, private placements, and alternative investments, providing clear recommendations to senior management.
Develop financial models to forecast earnings, valuations, and scenario analyses, ensuring data-driven decision-making.
Prepare and present monthly investment reviews, highlighting portfolio performance, risks, and tactical shifts based on market conditions.
Collaborate with external analysts, fund managers, and investment advisors to gather insights and enrich research processes.
Key Sectors Covered: BFSI, Consumer, Technology, Infrastructure, Auto, Pharma, Banking
Tools Used: Bloomberg, Reuters, Excel, Financial Modelling Platforms

Equity ResearchSector ResearchPortfolio Management

Hem securities ltd.

Assistant General Manager- Investment Banking

Feb 2023 – Aug 2023 · 6 mos

Key Responsibilities & Achievements:
Led end-to-end IPO advisory and execution for companies across sectors, including BFSI, Manufacturing, and Consumer Goods.
Managed financial due diligence, ensuring complete alignment with SEBI guidelines and regulatory requirements for public listings.
Prepared offer documents (DRHP/RHP), ensuring comprehensive disclosures and compliance with listing norms.
Developed detailed valuation models, using methodologies such as DCF, Relative Valuation (PE, EV/EBITDA), and peer benchmarking to determine fair value ranges.
Collaborated closely with promoters, legal advisors, statutory auditors, and regulatory authorities to ensure smooth transaction closure.
Conducted sectoral research and peer analysis to support pitch decks and investment memos for prospective IPO clients.
Participated in investor roadshows, presenting key investment highlights and addressing investor queries.

Financial Due DiligenceMerchant BankingInvestment BankingFinancial Analysis

Lic housing finance limited

2 roles

Deputy Manager

Promoted

Jun 2021 – Jan 2023 · 1 yr 7 mos

At LIC Housing Finance Ltd., I spent nearly 6 years across progressive roles, starting as an Assistant Manager and advancing to Deputy Manager. During this period, I developed deep expertise in credit appraisal, financial analysis, and portfolio management across retail home loans, commercial property finance, and developer funding.
I was responsible for evaluating loan proposals, conducting credit risk assessments, and ensuring compliance with internal and regulatory guidelines. By closely collaborating with legal, technical, and operations teams, I ensured smooth loan disbursement while safeguarding asset quality.

Credit AnalysisPortfolio Management

Assistant Manager

May 2017 – Jun 2021 · 4 yrs 1 mo

The institute of chartered accountants of india

Educator

Jun 2017 – May 2019 · 1 yr 11 mos · New Delhi Area, India

During my tenure as an Educator at ICAI, I had the enriching opportunity to mentor and guide aspiring Chartered Accountants in subjects like Finance, Corporate Law, and Business Studies. My role involved simplifying complex financial concepts, creating practical case studies, and fostering a problem-solving mindset among students.
This experience strengthened my communication, presentation, and mentoring skills, while allowing me to stay deeply connected with emerging financial regulations, corporate governance practices, and evolving business environments. It also reinforced my own understanding of financial modeling, legal interpretation, and strategic thinking — skills that continue to shape my work in investment analysis and equity research.
Beyond technical teaching, I enjoyed mentoring students on career planning and helping them develop a structured approach to financial problem-solving, something I consider crucial for any finance professional.