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Dipti Bhanushali

Dipti Bhanushali

CFA Level II cleared finance professional

Talent
GoaMember since June 9, 2026
Equity Research & Fundamental AnalysisFinancial Modelling & Valuation (DCF, Relative)Advanced Microsoft ExcelCompany & Industry ResearchPreparing Pitch Decks & Investment Notes
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Equity Research & Fundamental AnalysisFinancial Modelling & Valuation (DCF, Relative)Advanced Microsoft ExcelCompany & Industry ResearchPreparing Pitch Decks & Investment Notes

About

CFA Level II cleared finance professional with hands-on experience in equity research, financial modelling, and investment analysis across Specialty Chemicals, Financials, Pharma, IT, and FMCG sectors. Proven ability to evaluate business models, perform DCF and relative valuations, and synthesise complex financial data into clear, actionable investment insights. Seeking a challenging role in investment research or asset management where analytical rigour and a results-driven attitude can deliver meaningful impact.

Experience

Investment Analyst - Asset Multiplier

(2025-04)

  • Conduct in-depth fundamental equity research on ~15 listed companies across Specialty Chemicals, NBFCs, Banks, Pharma, IT, and FMCG sectors.
  • Analyse business models, competitive positioning, industry dynamics, and key earnings drivers to identify high-conviction long-term investment opportunities.
  • Build and maintain detailed financial models, relative valuation frameworks, and structured company trackers to monitor key operating and financial metrics.
  • Track quarterly results, management commentary, and corporate developments to continuously assess business performance and strategic direction.
  • Prepare structured research notes and investment presentations, contributing well-reasoned stock ideas to internal portfolio discussions.

Finance intern - Bizexpress

(2023-12 - 2024-06)

  • Developed financial models and investor pitch decks for start-ups as part of the fundraising team.
  • Conducted industry analysis, ratio analysis, and DCF valuation to support investment decisions.
  • Enhanced communication, financial and presentation skills through direct client interactions.

Education

CFA Level II - Finance - CFA Institute (2024)

B.Com - Commerce - KJ Somaiya College of Arts & Commerce (2022)

HSC - SK Somaiya Vinay Mandir Jr. College (2019)

SSC - St. Mary English High School (2017)

Skills

CFA Level II cleared finance professional

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