Sharad Avasthi

Sharad Avasthi Mumbai, Maharashtra, India linkedin.com/in/sharadavasthispa-- Summary A passionate, self starter, creative and competent equity research professional with more than a decades' comprehensive experience in fundamental analysis and consistent results. A proactive team-player with high integrity and well developed business sense and ability to see and adapt to the macro scenario. Possess excellent planning, communication and presentation skills for investment pitches, business plans etc. and ability to spot outliers in personnel as well as investments. Responsible for recruiting, selecting, orienting, training, scheduling, and disciplining research teams catering to equity - both technical and fundamental, economic reports and mutual funds, working across equity valuation, portfolio advisory and asset allocation. Led the products and output strategising and cross team integrations and establishing and cultivating relationships with clients and service providers. Experience Head Of Research SPA Capital Advisors Ltd. Jun 2018 - Aug 2019 (1 year 3 months) Formulate Research products and policies and guide the clients towards optimised returns. Promote and support ongoing organisational change aligned to the strategic and operational goals of company. Foster excellence in research, ensuring staff are employing best-practice principles and engaging collaboratively and across the disciplines. Manage the research and product development process and ensure reporting and governance processes are reviewed and updated regularly inline with changes in the operating environment. Head of Equity Research SPA Securities Limited Aug 2010 - May 2018 (7 years 10 months) Manage the Institutional Equity Research team. Occasional Management Meetings and Plant Visits. Broader overview of the technical research desk. Media interactions (Occassional Appearances on NDTV Profit, Zee Business & CNBC Awaaz) Joined as AVP Research Senior Research Analyst (Equities) SKP Securities Ltd Sep 2007 - Jul 2010 (2 years 11 months) Preparing Sector &/or Company Reports (including quarterly updates). Communicating ideas to Fund managers /analysts. Joint meetings with Fund Managers and Research Analysts of various Mutual Funds on their visits to companies. Representing the company in Business Channels and Business Portals Research Analyst C.D Equisearch Aug 2005 - Aug 2007 (2 years 1 month) Tracking companies and sectors and preparing reports thereon. Sharad Avasthi - page 1 Preparing daily updates on stock markets. Preparation of reports on IPO's (equity). Finance Executive Pawan Gupta & Co Jan 2003 - Jul 2005 (2 years 7 months) Conducting Bank and Company Audits. Monitoring & managing investments spread across shares, mutual funds (both debt & equity), insurance products, bonds, gilts etc. Dealing with the bankers of the company. Accounts Executive Kislaya Trust Jan 2000 - Jan 2005 (5 years 1 month) Monitoring & managing investments Tax planning and maintenance of accounts. Co-ordinate audit with the auditors. Dealing with the bankers of the company. Accounts Executive Indeevar Impex Pvt. Ltd Jan 1996 - Jan 2000 (4 years 1 month) Planning and managing the investment portfolio spread across primary and secondary market instruments Tax planning and maintenance of company and individual accounts. Filing the requisite returns with The Registrar of Companies, Income-tax & other regulatory authorities. Dealing with the bankers of the company. Filing of necessary returns and/or declarations with the RBI as required for non-deposit accepting NBFC's. Article Clerk Mahesh Kr. Sureka & Co Jan 1996 - Jan 2000 (4 years 1 month) C.A. Firm) Kolkata Article Clerk Preparation of Individual and Company Accounts & Income-tax computations. Maintaining Accounts Conducting Bank and Company Audits. Trainee Window Glass Ltd Jan 1995 - Jan 1996 (1 year 1 month) Accounts (Purchase Deptt.) Reconciliation of Creditors Accounts. Classic Finance ITC Classic finance Co. Jan 1994 - Jan 1995 (1 year 1 month) Fixed Deposit Agent Education University of Calcutta Bachelors of Commerce, Commerce Sharad Avasthi - page 2 1994 - 1998 B.com Cossipore English School ICSE 1990 - 1994 C.A. Foundation cleared in 1997, ICAI. NSE certification in Cash & Derivatives Market. Skills Equity Research -Fundamental (India) • Portfolio Management • Technical Analysis • Bloomberg Terminal • Investment Management • Fixed Income • Investments • Finance • Management • Credit Sharad Avasthi - page 3