CFA Level 3 Passed

Portfolio Manager Equity Research Analyst

Transforming financial data into strategic investment insights through disciplined research and quantitative analysis

0+ Companies Analyzed
0+ Years Experience
0% Compliance Rate
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Pruthvi Pokar - Portfolio Manager
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About Me

Investment Professional

📊

Professional Summary

Investment professional with CFA Level 3 passed (charter pending) and 2+ years of hands-on experience in equity research, portfolio management, and valuation. Track record of analyzing 50+ companies across global markets using DCF, comparable company, and market approach methodologies.

Skilled in fundamental analysis, financial modeling, and investment decision-making with proficiency in Bloomberg, Capital IQ, and Reuters. Focused on identifying under-researched opportunities in Indian markets through disciplined bottom-up research.

Pruthvi Pokar
🎓

CFA Level 3

Passed - Charter Pending

🏢

Current Role

Portfolio Manager at Saptkona Investment

Let's Connect

Interested in discussing investment opportunities or research insights?

Contact Me

Core Expertise

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Financial Modeling
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Equity Research
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Portfolio Management
💰
Valuation
⚖️
Risk Analysis
🖥️
Bloomberg Terminal
Career Journey

Professional Experience

Portfolio Manager | Investment Research

Saptkona Investment

Mumbai, India

Jan 2024 - Present
  • Conduct fundamental equity research on India-listed companies using GARP methodology; analyze business models, competitive dynamics, and management quality through NSE/BSE filings and earnings calls
  • Build and maintain financial models (DCF, comparable multiples) covering revenues, margins, and cash flows to support investment decisions and portfolio positioning
  • Manage diversified equity portfolios focused on long-term capital appreciation; conduct performance reviews and strategic rebalancing aligned with investment objectives
  • Prepare investment summaries and research reports using Excel and PowerPoint for stakeholder review and decision-making
  • Use Bloomberg Terminal, Capital IQ, and Reuters for market data extraction, peer analysis, and portfolio monitoring
  • Track corporate actions, policy changes, and macro developments to assess impact on holdings and investment strategy
Bloomberg Capital IQ DCF Modeling GARP Strategy Excel

Valuation Consultant | Financial Analyst

ARANCA

Mumbai, India

Jun 2023 - Dec 2023
  • Conducted valuation analysis for 50+ global startups and private companies using DCF, Market Approach, and Cost Approach for 409A compliance
  • Prepared company and industry overview reports supporting valuation opinions and investment recommendations
  • Built financial models with sensitivity analysis and scenario planning across diverse sectors
  • Managed cap table analysis and equity structure documentation for US startups and PE transactions
  • Extracted and analyzed market data from Reuters and Capital IQ for comparable company analysis and benchmarking
  • Collaborated with senior analysts to deliver research under tight deadlines; presented findings to stakeholders
Valuation 409A Compliance Financial Modeling Cap Table Analysis Reuters
Expertise

Skills & Competencies

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Investment Analysis

Comprehensive equity research and analysis capabilities

Equity research
Fundamental analysis
Technical analysis
Quantitative/qualitative assessment
Industry research
💹

Financial Modeling

Advanced valuation and modeling expertise

DCF valuation
Comparable company analysis
Sensitivity analysis
Scenario planning
Financial statement analysis
💻

Technology

Proficient in industry-leading platforms

Bloomberg Terminal
Capital IQ
Reuters
Excel (advanced)
PowerPoint
Financial databases
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Portfolio Management

Strategic portfolio construction and optimization

Asset allocation
Risk management
Performance monitoring
GARP strategy
Portfolio optimization
🌐

Markets Knowledge

Deep understanding of Indian capital markets

Indian equities
Small/mid-cap dynamics
SEBI/RBI regulations
NSE/BSE operations
Recognition

Key Achievements

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CFA Level 3 Passed

Successfully cleared all three levels of the CFA Program, demonstrating mastery in portfolio management and wealth planning. Charter pending work experience requirement.

CFA Institute
📈

50+ Valuations Completed

Conducted comprehensive valuation analyses for over 50 global startups and private companies, achieving 100% regulatory compliance and client satisfaction.

409A Compliance
🎯

Investment Strategy Development

Developed GARP-based screening methodology identifying 15+ investment opportunities in Indian small/mid-cap markets through disciplined research.

GARP Methodology
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NISM Certification

NISM Series 8 - Equity Derivatives Certification, demonstrating expertise in derivatives markets and trading strategies.

NISM
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Portfolio Management Excellence

Managed diversified equity portfolios with focus on long-term capital appreciation, conducting strategic rebalancing aligned with investment objectives.

Active Management
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Client Relationship Management

Built and maintained strong client relationships through regular presentations, performance reporting, and strategic investment recommendations.

Stakeholder Engagement
Get In Touch

Let's Connect

📍

Location

Mumbai, India

📧

Email

pruthvipokar2002@gmail.com
📱

Phone

+91 9967707714
🔗

LinkedIn

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