Jimit Gandhi

Finance professional with hands-on experience across capital markets, equity & derivatives trading, and merchant banking / investment banking advisory. CFA Level 3 Candidate — Levels 1 and 2 cleared on first attempt. Strong exposure to DRHP drafting, financial due diligence, valuation, IPO processes, equity research, and HNI client management.

Active Trader & Business Associate at Family Trading & Broking Business (2021-01 – Present)

• Executed equity & derivatives (F&O) trading strategies as a proprietary trader, managing risk-adjusted positions across market cycles.
• Advised clients on portfolio strategy, asset allocation, and structured risk management as a business advisor
• Conducted technical and fundamental equity research to identify trading opportunities and support trades.
• Managed trades and end-to-end, expanding the research and analytical skills.

Financial Analyst at Unistone Capital Pvt. Ltd.

• Prepared the Financial chapter of the DRHP, including peer comparison analysis of the proposed client company against listed industry peers.
• Conducted financial due diligence and valuation through in-depth research of the potential client's business and industry.
• Reviewed DRHP chapters to support investor relations communication and roadshow preparation.
• Assisted in the end-to-end IPO process and regulatory compliance, coordinating with advisors, auditors, and stock exchanges.

Bachelor of Commerce in Commerce – HA College of Commerce, Gujarat University (2022 – 2025)