Hire the Best Equity Researchers
in India

I have around 9 years of experience in equity research domain. I am very well versed with financial modeling, valuations (DCF, Relative & SOTP) and report writing including company profiles, company valuations report, Thematic research reports, earnings reports, Event based reports, Intiation Coverage Reports, and Industry research reports. I have extensive experience in Cashflow projection and trend analysis. I am an Excel and Powerpoint expert and can make professional powerpoint slides. Additionally, I can support on developing Business Plans and pitch decks. I have great knowledge in using SEC filings like 10Q, 10K, 8K, etc to source financial data of companies and perform or conduct financial analysis. I have expertise in sourcing financial data using databases like Reuters, ThomsonOne, Bloomberg, Factset, etc.

Driven and curious researcher with a passion for financial markets and investment analysis. Skilled at handling large data sets and writing code to solve problems. I have considerable experience across domains in Finance - Derivatives, FX, Equity Research, Data Analysis, Performance Evaluation within Portfolio Management, Python programming along with Content Writing and Teaching. I am an independent researcher who leverages my vast skillset to effectively deliver value to my clients.

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.

I help traders, investors, trading communities, and firms make better trading and investing decisions through professional-grade research, equity & derivatives trade ideas & advisory, and live market support. I am a professional equity & options trader with a strong focus on stocks, futures & options as well as cross-asset research. My background includes professional experience at a UK-based commodity trading firm, and I currently work with HNI clients, traders, and funds through freelance research, advisory, and consultation projects. As a Chartered Accountant, NISM-certified Equity Derivatives professional, and CFA level 1 cleared, I combine technical expertise with disciplined market execution to deliver research and strategies that are both professional and actionable. What I Offer: - Options strategy design & risk management: probability-weighted, risk-defined structures such as spreads, condors, and hedges. - Technical & macro research: multi-timeframe charting, sector rotation studies, and cross-asset analysis. - Research portfolios & presentations: professionally designed trade studies, thematic research packs, and client-ready reports that showcase strategy, rationale, and execution. - Trade validation & performance analysis: idea testing, scenario planning, and risk-adjusted reviews that turn strategies into executable plans. -Live trading support & mentorship: learn equity, futures & options trading and investing through pre-market planning, live market guidance , and structured coaching for traders and investors. Why clients choose me: I bring together professional credentials, real trading experience, and freelance client work to deliver insights that are precise, structured, and designed to drive execution. I'm always excited to collaborate with individuals and firms who value informed decision-making, market expertise, and a genuine passion for trading. Feel free to reach out with specific requirements or questions, and we can discuss how I can best support your objectives.

Seasoned Business Research & Strategic Intelligence professional with a strong track record of delivering high-impact research assignments across industries, markets, and geographies. Extensive experience supporting private equity firms, venture capital investors, asset managers, consultancies, and Fortune 500 clients with investment research, market intelligence, due diligence, and executive search mandates. Recognized for solving complex, niche, and high-value research problems using structured analysis and hard-to-source data. Core Experience & Achievements Conducted M&A target screening of software companies for a private equity firm, identifying acquisition opportunities aligned with investment criteria. Performed startup sourcing and investment screening for international venture capital firms, evaluating high-growth opportunities across sectors. Served as a Virtual Research Assistant for an asset management firm, delivering research support, executive assistance, and operational coordination. Completed specialized research reports on Asset Managers and ESG voting patterns, including difficult-to-obtain data such as total shareholder votes and index fund voting behavior. Produced detailed industry reports on sectors including US Construction, Affordable Housing, Semiconductors, and Renewable Energy. Researched renewable energy M&A transactions using public-domain sources, compiling transaction intelligence and deal databases. Identified and shortlisted qualified Board Member candidates for a MedTech company. Supported investor relations and fundraising efforts through preparation of investor lists, profiles, and market maps. Assisted in startup research, commercial due diligence, and updating financial waterfall models. Conducted patent and commercialization research, including market sizing and industry opportunity assessments for innovative technologies. Previous Engagements Thomson Reuters – Risk, Compliance & Governance: Conducted background checks on individuals and corporates for Fortune 500 clients. J.P. Morgan: Screened companies for M&A opportunities, developed company/industry profiles, and handled special research projects on renewable technology costs, Spanish housing markets, and mobile browser market sizing. Bullseye Research: Delivered investor intelligence, startup research, and financial model support. Venture Capital Firm: Acted as a deal scout, sourcing and evaluating companies based on client investment mandates. US Consultancy: Led patent, market sizing, and commercialization research for emerging technologies. Takada Asset Management: Managed research, presentation updates, board minutes, contract drafting, and administrative support. Professional Strengths Investment Research & Due Diligence Private Equity / Venture Capital Screening Market Sizing & Industry Analysis ESG & Asset Management Research Competitive Intelligence Executive Search & Board Hiring Support Advanced Secondary Research Strong Stakeholder Communication Results-driven, analytical, and highly dependable professional with the ability to deliver actionable insights under tight deadlines and contribute effectively in both independent and collaborative environments.

I help AI teams and researchers ensure their outputs are accurate, well-attributed, and trustworthy. With 10+ years of freelancing experience and a 100% Job Success Score, I specialize in: • Fact-Checking: Auditing AI-generated reports for factual accuracy, hallucinations, unsupported claims, and source quality. • Prompt & Context Engineering: Improving agentic performance through structured prompt design and iterative testing. • Regression & Model Testing: Validating new prompts and model versions using LangChain to verify measurable improvement. • Rubric Creation : Building evaluation frameworks that improve model accuracy and consistency. • Label Design: Creating new labels based on available data to improve model performance.