Karan Surana | The Family Office Stack

Karan Surana · Mumbai, Maharashtra, India.

Direct contact

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About

Dedicated, driven and highly analytical professional offering progressive experience in the field of forecasting and finance. Extensive knowledge in diverse industry sectors. Adaptive and always inquisitive to go the extra mile for competitive edge .

Experience in and strong ability to turn data into actionable insights. Well-organized and strong detail orientation with the ability to summarize issues clearly and concisely.

Love reading about Biotech, Pharma, SaaS and anything related to tech.

Experience

Senior Research AnalystCurrent
GE Shipping Family Office - SAFE ENTERPRISE · Mumbai, Maharashtra, India
Aug 2025 – Present
Working to identify high-conviction investment opportunities across Pharma (Domestic Branded Generics, CDMO, APIs), Hospitals, Diagnostic Labs, and IT Services (Product Engineering & ER&D) Built and maintained detailed earnings, valuation, and industry models to support differentiated investment theses. Delivered actionable BUY/SELL/HOLD recommendations across direct equity focused on dedicated sectors. Expanded sector coverage to Hospitality Stocks, preparing in-depth sector presentations and investment screens. Conducted plant visits and leveraged management interactions across Pharma, Healthcare, IT, Infra, and Hotels to strengthen on-ground insights and investment decisions.
Equity Research Analyst @Monarch AIF
Monarch Networth Capital Ltd · Mumbai, Maharashtra, India
Jun 2020 – Aug 2025
Equity Research Analyst with experience in small and mid-cap companies across sectors, including Pharma, Biotech, Healthcare, CDMO/CRO, IT (from legacy to product engineering & ERnD), Solar EPC, Road EPC, ancillary infrastructure EPC, and QSR. Proficient in financial statement analysis, and advanced financial modeling. Skilled in enterprise and market valuation using DCF and Relative Comparative Analysis, with a deep understanding of the covered sectors and subsectors and finding quality investment ideas.