Surjit Singh Arora has over 10 years of experience in equity research and fund management. He holds an MBA in Finance from Sydenham Institute of Management Studies. Currently he works as a Research Analyst for Tata Asset Management, where he covers companies in the automobile, auto components, agrochemical and specialty chemicals sectors. Previously he has worked as a research analyst for Prabhudas Lilladhar and HDFC Securities, covering similar sectors. His career objective is to seek a challenging role in equity research and contribute to organizational growth through continuous learning.

1. Main Points for Discussions :
Qualified MBA Finance from Sydenham Institute - First Class
Total Experience - More than 10 years - Both SELL and BUY sides
HDFC Securities, Prabhudas Liladhar and Now with Tata MF
Sectors Covered including visits to their Plants :
Automobile & Auto Component Sector /Auto Ancillary
Agrochemical & Specialty Chemicals Sector
Have visited abroad to US, Singapore, etc. for meetings with Institutional
Clients and Road shows.
Interaction with Funds Managers and Research Staff of UTI since last
many years.
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2. CAREEROBJECTIVE:
To seek a challenging, learning experience in the Equity Research and related
activities with the guidance from seniors and to grow along with the
organization by the way of continuous learning, self development and
enhancement of personal potential.
ACADEMIC/PROFESSIONALQUALIFICATION:
Examination Institution University/Board Year %marks
M M S -II
( in Finance )
Sydenham Institute of Management Studies
and Research & Entrepreneurship
Education
Mumbai 2005 68.50
M M S - I
( in Finance )
Sydenham Institute of Management Studies
and Research & Entrepreneurship
Education
Mumbai 2005 70.50
B.M.S Sydenham College of Commerce & Eco. Mumbai 2003 73.67
H.S.C R A Podar College of Commerce & Eco. Maharashtra 2000 81.87
S.S.C St.Theresa's High School Maharashtra 1998 80.00
WORK EXPERIENCE
Company: Tata Asset Management Ltd.
Position: Research Analyst (BUY side Analyst)
Period of Work: December 2014 till date
Job Description 1. Analyzing and tracking 35+ companies in Automobile & Auto
Component Sector
2. Analyzing and tracking 15+ companies in Agrochemical & Specialty
Chemicals Sector
3. Assisting the Fund Manager in investment decision
4. Meeting industry experts / company managements in various
conferences
5. Visiting plants of the companies where invested to get a hands on
understanding about the business fundamentals
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Name : Surjit Singh Arora
Address : Bldg No. D-4 Flat No.1102,
Lok Upvan II, Off Pokhran Road No.2
Thane (West) 400 610
Tele : 022 - 65088295
+ 91 9819459697
Email : surjitarora@gmail.com

3. 6. Key achievements – a) Bought Rs100 cr of Ashok Leyland (at Rs65
levels), recently exited at Rs104 levels; b) Bought Rs150 cr Tata Motors at
the average cost of Rs350; exited half at Rs480 (CMP :Rs492); Motherson
bought at Rs270, CMP: Rs348; d) Navin Fluorine bought at Rs1750 (CMP:
Rs 2200) – Tata Resources and Energy Fund has ~15% exposure to Agri /
Chemical space; all of which have given at least 25%+ returns in last 4
months
Company: Prabhudas Lilladher Pvt. Ltd. (PL)
Position: Research Analyst (SELL side Analyst)
Period of Work: September 2008 – November 2014 (6 yrs)
Job Description 1. Servicing Institutional clients i.e. MFs, Insurance companies and FIIs
2. Analysing and tracking Automobile Sector with six Auto Companies at PL.
3. Have also covered twelve Auto Ancillary companies.
4. Continuous client interaction on updates in the sector
Company: HDFC Securities Limited
Position: Research Analyst / Asst. Manager
Period of Work: June 2006 – August 2008 (2 yrs)
Job Description 1. Analyzing and tracking Automobile Sector with five Auto Companies and
two Auto Component Companies under coverage.
2. Was assigned Media Sector and had six Companies under coverage. Also
covered couple of FMCG companies.
Company: Sahara India Financial Corporation Limited
Position: Junior Research Analyst / Senior Executive
Period of Work: June 2005 – May 2006 (1 YR)
Job Description After receiving basic training for dealing with debt as well as equity markets was
assigned jobs relating to Company Research. For six months was looking after
the equity portfolio of the Company.
SUMMERTRAINING/ INTERNSHIPS
Company: Bombay Stock Exchange
Period of Work: March – May 2004
Project Title /
Summary:
FAQs on various types of Issues / securities to be listed on the Exchange /
Studied the Procedure as well as the Legal framework for Listing of Securities on
the Exchange.
Company: ICICI Capital, Mumbai
Period of Work: May – June 2001
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4. Project Details: Marketing of ICICI Direct.com, an online equity trading portal
PROJECTSUNDERTAKEN
 Off summer project on “Analysis of the Automobile Sector” with UTI Securities
Ltd.
 Study on ‘Mergers and Acquisitions in Indian Banking sector'
 B.M.S Final Year Project on Bancassurance – Banking on Insurance
 Finance project on Over-The-Counter Exchange of India (OTCEI)
ACHIEVEMENTS
 Awarded a “Certificate Of Merit” for standing 1st in the First Semester of B.M.S;
Stood 2nd in First Semester of M.M.S
 Cleared “AMFI – Advisory” Module of NCFM with 74.75%
 Cleared “Derivatives – Core Module” of NCFM With 76.25%
 Cleared “Commodity Derivates Module” of NCFM with 82.00%
 Cleared “Securities Market Module” of NCFM with 83.00%
 Cleared NISM – Mutual Fund Distributors Certificate Examination with 77.00%
EXTRACURRICULARACTIVITIES
 Was a Member of the Placement Committee at SIMSREE
 Worked as Volunteer in College Festival " SIMERATIONS " – Marketing
Department
 Worked as Volunteer in College Festival "BROUHAHA"- Workshop Department
HOBBIES/INTERESTS
 Travelling across the globe, Listening to Music, Playing and watching Cricket,
Watching Movies
SKILL SETS
 Soft Skills : Good communication skills, Good team member
PERSONALDETAILS
Date of Birth: 29th January, 1983 Marital Status: Married
Sex: Male Nationality: Indian
Languages Known: English, Hindi, spoken Punjabi and Marathi
Fathers Name /
Occupation :
Shri Gurbachan Singh Arora working as Vice President - Investor
Services with UTI Mutual Fund since 1984
I hereby declare that all the information provided by me in this application is factual
and correct to the best of my knowledge and belief.
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5. Date: December 16, 2016 Surjit Singh Arora
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6. Date: December 16, 2016 Surjit Singh Arora
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