Seeking challenging opportunity to work as an Analyst who will be able to benefit the organization with the appropriate analytical research, technical and problem-solving skills. Expertise in Equity Research, Commodity Research & Fund Management. Have generated Short Term Trading and Long Term Investment calls/recommendations with a strike rate of 80-85%. Believe in using a combination of Technical, Derivative and Fundamental analysis in order to successfully trade and invest in financial markets. I have completed a course in Financial Modelling in order to work together on technical and fundamental analysis to increase the accuracy. Extremely motivated to constantly develop in performance and contributes towards the organization’s growth.

1. Sumit Lahoti
Research Analyst / Financial Analyst
A Professional seeking challenging opportunity to work in Financial Market, who will be able to benefit the organization with the
appropriate analytical, research, technical and problem-solving skills. Extremely motivated to constantly develop in performance and
contributes towards the organization’s growth.
sumitlahoti21@gmail.com 9926211107
CAREER CONTOUR
11/2018 – 08/2019
Senior Research Analyst (Team Leader)
Money Capital Height Research Investment
Adviser Pvt. Ltd. Indore
Responsible for identifying clients' needs and assessing their
risk appetite in Equity, Derivatives & Commodity
Prepared research reports & managed the portfolio of HNI
clients individually and assist them on the asset allocation
within their portfolio
Identify the trend reversals both at top and bottoms &
generate timely well-researched investment
ideas/recommendations to consult the clients on an
Intraday, short term, and medium-term trading perspective
Analyse technical charts, identify various patterns using
indicators/oscillators to evaluate securities with analysing
historical price behaviour to predict the future probable
movement in prices of securities
Handled a team of 4+ members, guide them to improve their
quality of calls and train them to develop their skills and
managing their performance
01/2017 – 11/2018
Research Analyst
Freelancing (3+ Companies)
Served as an Equity, Derivatives (future & options) and
Commodity Research Analyst
04/2014 – 12/2016
Research Analyst
Capital Via Global Research Ltd., Indore
Analysis of stocks in Equity & Derivatives
Handled HNI clients, advise recommendations as per
research technical levels for trading/investing and ensuring
maximizing their profit
Prepare short reports on companies as per fundamentals
and industry research to select the investment ideas/stocks
04/2011 – 09/2013
Financial Analyst
eClerx Services Ltd., Pune
The operation process of one of the biggest Investment
banks
Back end process of Loan Syndication
Handled Reconciliation (Receivable and Payable)
Handled process transaction, documentation, Auditing,
Training new joiners, query handling, Daily/Monthly reports
SKILLS
MS Office Team Lead
Teamwork / Collaboration Report Writting
Written Communication Fund Management
PROFESSIONAL COURSES:
Financial Modelling from Fin-options Institute of
Financial Studies Pvt. Ltd., Indore | 2019
Analysis of financial statements; applying various analytical tools
like common size statement and ratio analysis
Analysed annual report with a focus on the Chairman’s statement
and MD&A
Valuation methods and their application; Absolute methods
(DDM/GGM, FCFF, FCFE) and comparable methods (P/E, P/B, P/S,
P/CF, EV/EBITDA)
Analysed impact of various macro-economic variables viz. GDP,
Inflation, Fiscal & Monetary policy, etc on various industries
NISM-Series- X-A: Investment Adviser (Level 1) & X-B:
(Level 2) issued by National Institute of Securities
Markets | 2015
Advance Technical Analysis from Swastika Investmart |
2014
ACHIEVEMENTS
Awarded as “Achiever of the Month” in Capital Via on
the basis of clients' renewal for 7 times
Awarded as the Best Performer at eClerx: - Spot
Reward for excellent performance - consistently for 3
quarters
Recognized as one of the auditors for internal process
in eClerx
EDUCATION
MBA + PGP in Finance (2011)
B. COM. (2009)
VOLUNTEER EXPERIENCE
Co-ordinator in the program for financial literacy "Jan
Nivesh Abhiyan" organised by CFA Society, India & NSDL |
2019
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