Anjali 99

CFA Level II candidate with progressive experience across buy-side equity research and investment banking. Currently covering Metals & Mining, Capital good, Cement and Chemicals sectors at Taurus Mutual Fund, with hands-on expertise in end-to-end fundamental research sector deep-dives, financial modelling (DCF, EV/EBITDA, P/B), management interactions, and portfolio-ready investment notes. Prior exposure to unlisted market deal structuring and due diligence.

Research Analyst at Taurus Mutual Fund (2025-10 – Present)

• Conduct in-depth fundamental research and financial modelling on various companies across various sectors. Analyse industry and its cycles, business models, commodity pricing dynamics, and relative valuations to generate investment ideas.
• Build and maintain detailed financial models (DCF, EV/EBITDA,P/E) to assess present investment theses and stock pitches to Portfolio Managers with clear risk-reward frameworks.
• Prepared initiation reports, sector updates and monitored portfolio holdings through quarterly earnings analysis, management interactions, channel checks, and tracking of macro and regulatory developments.

Investment Banking Associate at Planify Capitals (2024-07 – 2024-12)

• Executed end-to-end due diligence on 8–10 private market companies — evaluated financial statements, cap tables, pitch decks, competitive positioning, and valuation benchmarks to assess deal merit for HNI and family office investors.
• Facilitated private investment deals aggregating ₹1 Cr over five months through structured investor outreach, virtual and in-person meetings, and tailored investment presentations of Pre - IPO companies.
• Collaborated with senior bankers to structure transactions, draft term sheets, and align deal terms with client objectives.

Equity Research Intern at 3C Capitals (2023-10 – 2024-01)

• Performed fundamental analysis of 16 small- and mid-cap listed companies.
• Authored a comprehensive equity research initiation report on one company including business overview, industry analysis, key risks, and building foundational sell-side research skills.
• Reviewed financial statements, RHPs, earnings con calls, and industry reports; synthesised insights to support investment decision-making.

CFA Level II – Chartered Financial Analyst Institute (2025-06)

BBA – Maharaja Surajmal Institute, GGSIPU (2021 – 2024)

Class XII – Raj's School, CBSE (2020)