Karan Ramgadiya

Finance graduate (BSE Institute, BMS in Capital Markets) with a strong foundation in equity research, portfolio management, and private equity analysis. Skilled in financial modeling, valuation, and market research, with a personal equity portfolio built through disciplined investing over the past 3 years. Focused on translating market insights into sound, actionable investment decisions.

Portfolio Manager at Super Auto Engineering Works (2023-06 – 2026-06)

• Managed a portfolio in the crores for a family-owned, third-generation business (est. 1960), handling asset allocation, security selection, and risk management.
• Conducted ongoing equity research and market analysis to guide capital allocation decisions in coordination with senior family stakeholders.
• Built and independently managed a seven-figure personal equity portfolio, funded through disciplined saving and reinvestment over 3 years.

Financial Analyst Intern, Private Equity at Altcase (2025-05 – 2025-09)

• Evaluated pre-IPO companies — including NSE, OYO, Incred, and Boat — through financial statement analysis benchmarked against listed and private peers.
• Pitched investment opportunities directly to clients under senior team guidance, supporting the firm's private markets deal flow.
• Gained hands-on exposure to private equity due diligence, valuation, and deal sourcing.

Retail Research Analyst at HDFC Securities (2022-09 – 2022-12)

• Completed a research internship on HDFC Securities' Retail Research desk under the mentorship of Deepak Jasani, Head of Retail Research.
• Built foundational skills in equity analysis and capital markets research, translating market data into actionable investment ideas.

BMS in Capital Markets – BSE Institute (Bombay Stock Exchange, Fort) (2020 – 2023)

HSC in Commerce – MMK College of Commerce & Economics (Bandra) (2018 – 2020)

ICSE in 10th – Bombay Scottish School (Mahim) (2006 – 2018)