Purvi Taparia

CFA Level III passed investment research professional with experience across equity research, sector analysis, financial modelling, market sizing and investment report writing across BFSI and hospitality sectors. Expertise in developing Excel-based financial models, interpreting financial statements and valuation metrics, and converting market, regulatory, and competitive information into research insights suitable for clients. I use AI tools alongside my work to automate repetitive data mining and quantitative modelling, and to keep my focus on risk assessment, portfolio optimisation, and strategic analysis.

Research Analyst at Mordor Intelligence Pvt Ltd (2024-03 – Present)

• Institutional Research & Valuation: Authored 50+ high-conviction research pieces in BFSI and Hospitality sectors, leveraging primary research insights to create actionable investment outlooks for clients.
• End-to-End Equity Research: Delivered an end-to-end equity research project independently, resulting in in-depth valuation studies that directly translated into client conversion and capital commitment.
• Advanced Financial Modelling: Created complex financial models that included 5-year CAGR calculations, regression analysis, and scenario analysis for institutional capital allocation decisions.
• Quantitative Benchmarking & Market Sizing: Spearheaded cross-sectional peer-group synthesis and comprehensive market-sizing studies in Excel, analysing performance alpha and regulatory catalysts to deliver precise revenue impact analysis within tight market deadlines.

Research Associate at Marketlook Consulting (2022-08 – 2023-08)

• Strategic Engagement Scoping: Calibrated research mandates for 15+ high-stakes projects in the BFSI and FMCG sectors to ensure theme alignment with institutional investor interests and market viability.
• Institutional-Grade Synthesis: Prepared complete sector outlooks that used SWOT, PESTLE, and Porter's Five Forces to assess investment defensibility and financial viability.
• Quantitative benchmarking: Conducted cross-sectional peer group analysis to deconstruct performance alpha using EBITDA margins, ROE, and P/E valuation multiples.

CFA® Level 3 – CFA Institute (2025-08)

Bachelor of Commerce (Hons.) in Commerce – University of Calcutta (2019-01)

Class XII – Maheshwari Girls' School, Kolkata (2016-01)

Class X – Maheshwari Girls' School, Kolkata (2014-01)