Mihir Savat

CFA Level 2 cleared, passionate about Equity Research, with exposure to sector screening, macroeconomic tracking, financial analysis and supporting research workflows. Actively developing skills in valuation techniques, including DCF, comparable analysis and financial modeling. Detail-oriented, analytically driven, and committed to building strong investment insight. Open to roles exclusively in Equity Counsellor, Portfolio Analyst, Investment Product Analyst.

Investment Product Analyst at Gland Pharma Family Office (2026-03 – Present)

• Sourced and identified high-quality funds for investment opportunities.
• Conducted in-person meetings with 20+ fund managers to understand their investment thesis and strategy.
• Analyzed fund managers past performance records and track records thoroughly.
• Recommended different structured products as per IPS of the Family Office.

INTERN at CA ISHA MARFATIA AND CO. (2024-05 – 2024-07)

• Prepared and filed 50+ income tax returns for individuals and businesses, ensuring compliance with Indian tax regulations.
• Assisted in monthly/quarterly GST filings, including reconciliation of input tax credits for 15+ client accounts.
• Analyzed financial statements and transaction records to identify discrepancies and support accurate tax assessments

Bachelor of Commerce in Commerce – VNSGU (Gujarat) (2023-06)

CFA Level 1 in Finance – CFA Institute (2024-05)

CFA Level 2 in Finance – CFA Institute (2025-05)