Sangeeta Tripathi 702, Windsor heights
Plot no 120& 121, Sector 19,
Near Ramseth Thakur Public School
Kharghar- 410210
Email-tripathisangeeta1980@gmail.com
Mobile- 7021823011/8655555888
Strong academics with 15+ years experience in equity research arena. I have worked with companies like Sharekhan, Anand Rathi, CARE Ratings etc, and at present associated with Edelweiss as Asst Vice President- Research; covering Indian consumption and the Retail universe.
EDUCATIONAL QUALIFICATION
MMS (Finance) Graduated in May-2004, securing distinction from Mumbai University
BCom Graduated in June-2001, Accounts and auditing specialization with distinction
HSC Passed in June-1998 with Economics and Accounts securing distinction
EXPERIENCE
Currently since, October 2016
Organization: Edelweiss Ltd
Position: Asst. Vice President (AVP)- Research
Job Profile:
Tracking the Indian Consumption and the Retail space
Preparing detailed Company reports on the sectors tracked. Reports include- Sector description, Growth drivers, Strategies, Challenges, Players status, Profile, Outlook& Opinion.
Presenting the ideas to the marquee clients; that includes Alternate asset managers, Super HNI’s and professional investors
Building and maintaining strong relationship with the coporates across the companies and sector tracked, and arranging for investor conferences, roadshows and one on one meeting aiding the clients to undertake investment decisions.
December 2009- September 2016
Organization: Sharekhan Institutional Research
Position: Senior Research Analyst
Job Profile:
Tracking the Indian Telecom, Retail and the diversified sector
Preparing detailed Company reports on the sectors tracked. Reports include- Sector description, Growth drivers, Strategies, Challenges, Players status, Profile, Outlook& Opinion.
Handling team of analysts and providing guidance on industry and report management skills.
December 2008- November 2009
Organization: CARE RATINGS - SION
Position: Manager- Industry Research
Job Profile:
Tracking the Indian Telecom, Retail and the Fertilizer sector
Preparing detailed Industry reports on the sectors tracked. Reports include- Sector description, Growth drivers, Strategies, Challenges, Players status, Profile, Outlook and rating the company in the sector
Maintaining industry database relevant to the sectors tracked, and using statistical tools to determine the industry growth rates and future outlook.
Preparing detailed fundamental company and sector reports
Constant interaction with the industry association, bodies and the company management for input in building the industry model, and validating the assumptions used for determining the outlook.
Constant interaction with the company management and the industry association
Marketing the ideas generated to the clients (Mutual Funds, Banks, Insurance companies & FII’s), through presentation, conference calls, road shows etc
Handling team of analysts and providing guidance on industry and report management skills.
July 2006- November 2008
Organization: ANAND RATHI FINANCIAL SERVICES LTD (ARFSL) - Lower Parel
Position: Equity Research Analyst- Institutional equity
Job Profile:
Tracking the Indian Retail & the Textile sector
Building detailed financial models and conducting valuation exercise for the Indian Retail & the textile companies tracked.
Preparing detailed fundamental company and sector reports
Constant interaction with the company management and the industry association
Marketing the ideas generated to the clients (Mutual Funds, Banks, Insurance companies & FII’s), through presentation, conference calls, road shows etc
Assisting the Investment banking team at Anand Rathi with the industry outlook, valuation and the strategies adopted by the peers during the due diligence process for our IPO, Private equity and QIB clients
Part of team for deciding the pricing band for the Investment banking assignment for the sector tracked
Marketing the investment banking calls to Mutual fund, Banks, Insurance companies
Organization: ANAND RATHI SECURITIES LTD- Andheri
Position: Equity Research Analyst- PCG group
Job Profile:
Tracking mid cap stocks from diversified industry , along with specific like Paper and Sugar, Construction
Preparing company reports pertaining to the sectors tracked in the mid cap arena, along with financial projections, financial modeling and valuation models.
Interacting with the management and the company official/investor relation team in the process of research.
Interacting with the Management on public platform through Analyst meet , Conference calls
Tracking the broader Indian Economy developments.
Job Profile :
Conducting Investment Banking activities for mid cap. pharma companies-companies covered are Ind-swift labs, Ind-swift Ltd
Redesigning of the Annual report and Institutional Presentation of the clients to put it across to the Institutional investors
Introducing and Presenting the Clients to the Institutional Investors
Actively involved in the research team of an weekly investment journal – Ashu Dutt’s “The Greed and Fear Journal”