Sanjukta Majumdar is a wealth manager and equity research analyst with over 15 years of experience in research analysis and wealth management. She has worked with several reputed broking houses and corporate houses in Kolkata. She has expertise in stock idea generation, research writing, investment portfolio management, wealth management, and team management. She holds a CFA, MS Finance, and several other financial planning certifications. She is currently working as a deputy wealth manager at Anmol Biscuits Ltd in Kolkata.

1. Sanjukta Majumdar sanjukta.majumdar1980@gmail.com
CFA (ICFAI University), MS Finance, AFP Cell # 9830254294
Wealth Manager (Sell Side Equity Research Analyst)
A hardworking individual with track record of successfully starting and subsequent
functioning of equity research department and wealth management department
with renowned broking house and corporate house respectively, located in Kolkata.
A sell-side, equity research analyst with proven leadership and organizational skills,
and minute attention to detail. A dedicated team manager who can be relied upon
to help the organization achieve its goals.
Key Skills: Wealth Management, Research Writing (Company Reports, Industry Reports,
Articles, etc), Management Interaction, Financial Modeling, Financial Projection, MIS
Reports, Team Handling, Administration & Compliance.
Work Experience
 Stock Idea Generation: Generating investment and trading calls for the
organization and its clients on the basis of research which included analysis of Company
performance (annual and quarterly), recent developments in the sector, industry,
economy.
 Research Writing: Includes equity research reports, news analysis,
industry updates, economy updates, based on analysis of data available on public
domain, interaction with management, discussions in brokers’ meet, analysts’ meet and
active monitoring of news and other announcements. Reports include Company Reports
(1 page to 30 pages), Industry Reports (1 page to 30 pages), Articles, Result analysis,
Impact Analysis, Conference Call Updates, Management Meet updates and other updates
related to the stocks constituting the Company’s portfolio.
 Investment Portfolio Management: Suggesting various avenues of
investments – equity, mutual fund, tax free bonds, private equity, alternate funds, etc.
 Wealth Management & MIS Reports: Regular monitoring of
investments, portfolio churning, balancing portfolio to suit goals of the organization.
Updating the management on the performance of the various investments in place.
Preparing summary reports as also comprehensive reports on the performance for
reporting to the management. Preparing standalone and consolidated report of
investments undertaken by the organization and the management in their individual
capacities.

2. Sanjukta Majumdar sanjukta.majumdar1980@gmail.com
CFA (ICFAI University), MS Finance, AFP Cell # 9830254294
 Team Management, Administration & Compliance: Handling Team
of Junior Analysts, Administration of Wealth Management Department and Equity
Research Department. Taking care of necessary documentation related to investments
such as FATCA, KRA. Ensure co-ordination with accounts department for timely
preparation of documentation for audit purposes.
Organizations Worked With
Organisation Designation Duration
Anmol Biscuits Ltd, Kolkata Deputy Wealth Manager - Anmol Group
Present
SKS Capital & Research Pvt Ltd
(Formerly SK Sonthalia Securities
Pvt Ltd) , Kolkata
Research Analyst – Buy Side (Indian
Market)
Oct 2014 – Feb 2015
Eastern Financial Ltd, Kolkata Senior Research Analyst (Indian Market)
Jun 2014-Sep 2014
Trans Scan Securities (P) Ltd,
Kolkata
Senior Research Analyst (Indian Market)
Jul 2010-May 2014
Netscribe India Pvt Ltd, Kolkata Senior Research Associate – Investment
Research (US Market
Mar 2010 – Jun 2010
Guiness Securities Ltd, Kolkata Senior Research Analyst (Indian Market) Jan 2010 – Mar 2010
SK Sonthalia Securities Pvt Ltd. ,
Kolkata
Research Analyst (Indian Market)
Apr 2006 – Jun 2007
Dalmia Securities Pvt. Ltd, Kolkata Research Trainee (Indian Market)
Research Analyst (Indian Market)
Nov 2004 – Mar 2006
Work Shop
Equity Valuation: Participated in a 2 day workshop on Equity Valuation organized by Dun
and Bradstreet Information Services India Private Limited
 Faculty – Mr.Rajesh Sehgal – Sr. V. P. Franklin Templeton Emerging Markets
Group.
Technical Analysis: Participated in a 2 day workshop on Technical Analysis organized by
Association of National Exchange Members of India (ANMI)
 Faculty – CA Ketan Asher – Turning Points, Mumbai

3. Sanjukta Majumdar sanjukta.majumdar1980@gmail.com
CFA (ICFAI University), MS Finance, AFP Cell # 9830254294
Educational Qualification
1. Graduation – B.Sc. Economics (Hons.) from Calcutta University (2002).
2. Chartered Financial Analyst (CFA) designation conferred by the Institute of
Chartered Financial Analysts of India University. (May 2008)
3. Associated Financial Planning (AFP) Certification (Modules of Financial
Planning Standards Board – NCFM Certifications) - from International College
Of Financial Planning, New Delhi, in
a. Retirement Planning and Employee Benefit (May 2004)
b. Investment Planning (Jan 2006)
c. Risk Analysis and Insurance Planning (Oct 2006)
d. Tax Planning and Estate Planning (Jan 2007)
4. Ms Finance from Institute of Chartered Financial Analysts of India
University. (May 2013)
5. Information Technology - Future Advantage from NIIT, Kolkata.
Database Knowledge
 Proficiency in using Capitaline, Cogencis and Ace Equity Databases
 Beginner’s stage : Bloomberg
Languages Known
 English, Bengali & Hindi -------- Read – Write – Speak
Personal Details
Date of Birth – 18th of July 1980.
Place of Birth – Kolkata, West Bengal.
Marital Status – Married.
Hobbies - Creative Writing, Music, Painting
Permanent Address
Flat 2A, 2nd Floor,
75 Sarat Bose Road,
Kolkata - 700 026
Contact # 033 2475 3583
Residential Address
FD 6/7, Sector – III, Salt Lake,
Kolkata – 700 106.
Place: Kolkata
Date: (Sanjukta Majumdar)