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Dhaval Jain · Mumbai, Maharashtra, India.
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About
A research analyst with CFA Program completion (all levels cleared on first attempt) and 2+ years of experience across public and private markets. Currently conducting investment analysis for a family office portfolio. Proficient in fundamental and technical analysis, including end-to-end financial modelling. Prior experience includes execution of SME IPOs in successful capital raises.
Technical skills: Macro & Industry research | Company specific research | Financial statement analysis | Financial modelling | Portfolio analysis | Performance tracking | IPO advisory | Investor relations
Experience
Junior Research Analyst
Holy Basil Consultancy Pvt Ltd (Family Office) · Mumbai
Jan 2025 – Mar 2026
- Maintained equity research coverage across a sector-agnostic portfolio – initiating coverage and actively tracking existing holdings through financial modelling. - Conducted end-to-end investment analysis from idea generation through to recommendation and execution, integrating fundamental & technical analysis. - Contributed to a portfolio return of 8.2% over FY 2025-26. - Assessed early-stage and growth-stage ventures in the consumer discretionary sector. - Monitored industry and macroeconomic trends to identify investment opportunities. - Prepared monthly and quarterly MIS reports tracking portfolio. - Tools used: Excel, Screener, TradingView, StockEdge, Trendlyne, Powerpoint and AI platforms (Claude, ChatGPT, Gemini, Perplexity, NotebookLM).
Research Analyst
NNM NextGen Advisory Pvt Ltd · Mumbai
Oct 2023 – Nov 2024
- Worked as part of an IPO advisory team on 8 SME IPO projects (issue size ranging from INR 20-30 crore) across Hospitality, Textile, Facade & Fenestration, and IT Services sectors. - Supported end-to-end IPO execution from pre-IPO due diligence through to listing – coordinating across merchant bankers, stock exchanges, RTA, and banks at various stages of the process. - Authored key DRHP chapters including business overview, industry overview, financial information, objects of the issue, basis of the issue, risk factors and capital structure. - Developed financial models, investor presentations, and factsheets to support pre-IPO roadshows and post-listing IR/PR activities, including peer comparisons for investor outreach. - Tools used: Excel, Word, CMIE Industry Outlook, Screener, Canva, and ChatGPT.
Education
- CFA Institute — CFA level 3 · Aug 2023
- CFA Institute — CFA level 2 · Nov 2022
Skills
Equity ResearchFinancial ModelingFinancial Statement AnalysisFundamental AnalysisTechnical AnalysisIPO advisoryIPO Due DiligenceInvestor RelationsOperations ManagementBudget Management