Mahesh Shrikant Sohoni

I’ve close to a decade of well-rounded experience in India across equity research portfolio management, management consulting and IT industries. I excel in conducting in-depth bottom-up equity research in Indian markets to identify unique proposition of the business being studied using following elements:

1. Assess industry structure, competitive advantages and positioning in the value chain
2. Understand history of the business, its management, capital allocation policy, growth drivers
3. Evaluate financial health, create financial model and use appropriate valuation method to estimate intrinsic value

After working for top consulting firms such as Accenture and startup experience, I am comfortable with handling multiple assignments, writing insightful reports and presentations as well as being through at given task. I can communicate well and collaborate with team members effectively.

• Skills: Equity Research, Portfolio Management, Portfolio Reporting, Management Consulting, Data Visualization, Process Improvement, Project Management, Business Development, Client Relationship Management, SQL
• Tools proficient at: Excel VBA, Google Sheets, Microsoft Power BI, SAP Analytics Cloud
• Industry exposure: IT, Wealth Management, Telecommunication

• Role:
  • Currently have INR 3Mn of Assets Under Advice
  • Assessed risk, expected return, time horizon, tax implications and liquidity need
  • Selected equities through following fundamental analysis approach that included various factors including business history, total addressable market, growth rate of the business, financial analysis, peer comparison, forensic analysis, identification of industry specific key variables, potential risks, etc. 
  • Used relevant annual reports, quarterly reports, investor presentations, credit rating reports to conduct research
  • Created automated reports to track portfolio status and compare with corresponding index

Passed CFA level 1 in first attempt with above 90 percentile. 

MBA and computer engineer