Harshal Visariya

Analytical and data-driven finance professional with 5 years of experience in equity research. Skilled in evaluating investment opportunities and adept at preparing research models & presenting recommendations.

Senior Associate
Multi-Act Trade and Investment (Mumbai, India)
Oct 2017 – Sept 2022
 Researched Indian and global companies, across different sectors, using a systematic process for the evaluation of source and sustainability of competitive advantages of businesses.
 Analyzed company fundamentals and true economic profits rather than reported earnings which can be subsequently used for valuation with reasonable conviction.
 Produced valuation of companies based on their business models and competitive advantage by using a combination of valuation models like Historical Multiples, Discounted Cash Flows, Asset Based valuations, etc.
 Performed industry analysis to form a view on market trends and spotting value migration opportunities.
 Conducted relative strength analysis to identify strong sectors and strong stocks to generate alpha in the portfolio.
 Facilitated in setting up Technical Desk with an aim to develop technical strategies that could outperform in different market environments.
 Improved the returns of firm’s technical set-ups by 23% points, using objective Point and Figure charting method.

Credit Analyst - Industrial Trainee
Kotak Mahindra Bank
Sept 2015 – Sept 2016
 Produced detailed Credit Risk Assessment Note for identification of risk factors at business, operational, financial and industry level.
 Determined appropriate amount and kind of credit facilities to be approved, considering the borrower’s financial quality, business structure, current utilization of facilities and the value of collateral security.

Chartered Market Technician – Level 2,
(Technical Analysis)
CMT Association - New York, USA
(Jun 2022)
Chartered Financial Analyst - Level 1 ,
(Finance)
CFA Institute - Charlottesville, USA (Jun 2018)
Chartered Accountant,
(Accounting and Finance)
The Institute of Chartered Accountants of India (2017)
Bachelor of Commerce
(Economics, Accounting and Finance)
R. A. Podar College - University of Mumbai, India (2015)