Sanjay Patel has over 7 years of experience in equity research and financial analysis. He currently works as a Senior Analyst at Probe Equity Research in Bangalore, where he prepares research reports and analyzes companies. Previously, he worked as an Associate at HSBC Global Processing, where he supported pricing teams and researched companies. Sanjay holds a PGDM from SDMIMD, Mysore and a BBM from Alliance Business Academy in Bangalore. He has expertise in equity analysis, sector research, and financial modeling.

1. Sanjay Patel
9/2 Anugraha layout, near parivar residency, Bangalore
Mobile: +91 9590823369
Date of Birth: 21st
Jul 1987
Email: sanjay11048@gmail.com
Professional Experience
Organization: Probe Equity Research Pvt Ltd,
Bangalore (May 2015- Till date)
Designation: Senior Analyst- Equity Research
Key Responsibilities:
• Preparation of research report comprising key findings and analysis for various unlisted and
listed companies.
• Delivered comprehensive fundamental, business and financial analysis of companies in India
• Analysis of business model and macro-economic factors to understand its impact on
company’s financial operations
• Extensively worked on Bloomberg Database to extract key financial data for various
companies and industries
• Prepared financial benchmarking reports on various sectors like apparel, hospitals, IT
industry
• Create financial models from scratch as per client’s requirement
• Analysis of valuations and PE deals multiples for various mergers and acquisition transactions
• Performed Credit profiling and credit appraisal of various Indian Companies
• Preparation of newsletter covering economic activities in the country, along with
information on listed and unlisted companies
Organization: HSBC Global Processing, Bangalore
(Apr 2013- May 2015)
Designation: Associate – Pricing and Company
Research
Key Responsibilities:
• Coordinated with research team to provide financial information on target companies and
sector
• Prepared models to facilitate Pricing of various financial instruments through vendor source
like Thomson Reuters and Bloomberg
• Analysis of tasks to streamline it according to different teams
• Handling client queries with at most diligence
• Maintaining highest level of quality in performing daily task and ad-hoc requests
according to business requirement
Qualification
Board /
University
Institute % Marks / CGPA
PGDM Autonomous SDMIMD, Mysore 2.4/4
B.B.M.
Bangalore
University
Alliance Business Academy,
Bangalore
75.5
XII CGBSE
Bharat Mata English Medium H.S.S,
Bilaspur
67.8
Sanjay Patel
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2. X CGBSE
Pushpraj English Medium H.S.S.
Bilaspur 83.6
Summer Internship
Organization: Basket Option Pvt. Ltd., Bangalore Project Title: Analysis Of Preferred
Equities And Other Investment Avenues
at Basket Option Pvt. Ltd.
Project Details:
• Analysis of the equities, suggested by the company to investors along with detailed study of
investment pattern followed by investors
• Carried out by means of fundamental and technical analysis
• Two out of seven suggested equities found to be inappropriate for the long term investment,
given analysis was well appreciated and considered by the company
Areas of Interest
• Equity Analysis
• Sector Research
• Industry Benchmarking
Additional Course
Successfully completed the course on SAS (Statistical Analysis System) from ATI (Analytics Training
Institute) in Mar 2015
Key Achievements
• Got promoted to Senior Analyst position in Probe in a very short span due to work commitment
and process ownership
• Awarded Star of the Quarter in HSBC for consistent performance and quality in work
• Played active and significant role in achieving “Team of the Quarter” for my team in HSBC
• Second rank in first semester and third rank in third semester in BBM
• Got selected as one among top 5 students, in the college to attend, Young Achievers
Program- 2010 held at IBS-Hyderabad
• 2nd rank in high school certificate examination
• Secured 2nd
position in Inter School Science Exhibition Competition
Additional Roles & Responsibilities
• Served as the House Captain during school days, representing my school in number of
inter-school events
• Contributed as Event Coordinator in several events in college, during BBM
• Served as Class representative in graduation for consecutively 3 years
• Contributed as a core committee member of Finance Committee for Naissance 2012, all India
level B-School management fest
Extracurricular Activities
Sanjay Patel
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3. • Participated in international intercollegiate business management competition
(MANage) organised in PESIT college
• Investing in Stock market
• Member of winning team of inter college cricket match
• Interest in graphics and have done a diploma course in WWG “Working With Graphics”
from Arena Multimedia
Sanjay Patel
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