Anuj Pal

Equity research analyst with 2+ years of experience covering Indian equity market, specializing in micro-cap and SME-listed companies.

Cleared

Level II of the CFA Program and completed the FMVA® certification. Focused on fundamental research, financial statement analysis, and valuation to support sound investment decisions.

Equity Research Analyst - Platizio Services LLP - Noida, Uttar Pradesh

(2024-05)

• Conducted qualitative screening and analysis of 1000+ small-cap, micro-cap, and SME-listed companies using the "SHARK" investment framework.
• Build and actively track a curated portfolio of 30+ small-cap, micro-cap, and SME-listed companies, monitoring business developments, financial performance, corporate actions, shareholding trends, and sector-level developments.
• Conduct thematic research across financials, internet platform businesses, and emerging industries, tracking market trends, sector-level developments, and sector rotations to identify tactical allocation and long-term investment opportunities.
• Regularly track and analyze IPOs, special situations, index inclusions/exclusions, and SME-to-mainboard migration candidates to surface event-driven opportunities.
• Collaborate with the proprietary trading desk on derivatives strategies, trading ideas, back-testing, and identifying trading opportunities.

Equity Derivatives Trading Intern - Delta Options Pvt Ltd - Noida, Uttar Pradesh

(2024-03 - 2024-04)

• Traded equity and index options on the firm's proprietary trading software; gained hands-on experience with options strategies including straddles, strangles, iron condors, butterflies, and calendar spreads.
• Identified and executed index options arbitrage opportunities by monitoring price inefficiencies across strikes and expiries.
• Built working knowledge of option Greeks (Delta, Gamma, Theta, Vega, Rho), option pricing, and volatility dynamics.

Bachelor of Science - Chhatrapati Shahu Ji Maharaj University (2022-01)