Hinal Kothari

Hinal Kothari

CFA Level 2 cleared, Equity research associate at Systematix group

Mumbai, Maharashtra, India
818 followers 500+ connections

About

A highly detail oriented, self motivated, diligent enthusiast passionate about finance and looking forward to devising the practical aspects of the finance Industry.

I have Completed my bachelor's degree in Financial markets (BFM) from Mithibai College, Mumbai with an aggregate CGPA of 9.28. I am currently pursuing CFA and have cleared level 2 in January 2024.

I have the potential of preparing Research reports of various companies and sectors as well preparing the financial models, financial analysis, Cost and Revenue Models, Wacc and Beta calculations, blogging, Power BI ,Relative valuation and usage of moving averages.

I have had the experience of 2 years and 2 months at Strategic Growth Advisors which is into Investor Relations.

Activity

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Experience

  • Systematix Group Graphic

    Associate

    Systematix Group

    - Present 9 months

    Mumbai, Maharashtra, India

    metals and minings sector research

  • Strategic Growth Advisors Pvt. Ltd.

    Strategic Growth Advisors Pvt. Ltd.

    2 years 2 months

    • Strategic Growth Advisors Pvt. Ltd. Graphic

      Associate

      Strategic Growth Advisors Pvt. Ltd.

      - 6 months

      Mumbai, Maharashtra, India

      ● Communicating client's strategic values to capital market participants by preparing Investor Presentations, Press Releases and conducting conference calls.
      ● Planned and executed analyst meets, investor conferences, and key engagements with investors and analysts, resulting in expanded client reach, increased coverage and fortified client relationships.

    • Strategic Growth Advisors Pvt. Ltd. Graphic

      Executive

      Strategic Growth Advisors Pvt. Ltd.

      - 1 year 9 months

      Mumbai, Maharashtra, India

      ● Delivered detailed assessment of the company’s capital markets information, financials, and business operations.
      ● Conducted in-depth analysis of the client's business in comparison to industry peers. Additionally, prepared quarterly analyses of industry trends to ensure the client remains well-informed about the market dynamics, thereby gaining a competitive advantage over peers.
      ● Achieved the Debutant Employee of the year award.

  • Head Of Finance

    Youth India Foundation (JUHU CHAPTER)

    - 4 months

    Mumbai, Maharashtra, India

    I am currently managing the funding part of the events, income and expenditure accounts and records, invoices, handelling and making MOU's.

Education

  • CFA INSTITUTE

    Capital markets

    -

  • Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics Graphic

    Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics

    BACHELORS OF FINANCIAL MARKETS FINANCIAL MARKETS A+

    -

    Activities and Societies: I am the head of finance department Youth India Foundation.

    Activities and Projects done in the college :
    1) PPT on Forex markets.
    2) Research conducted on restaurant and food preferences by various people using the innovative research methods.
    3) PPT on trading software money control.
    4) Fundamental analysis of HDFC bank.
    5) Ratio analysis of aviation industry.
    6) Study on PharmEasy.
    7) Risk management.
    8) Impact of Covid-19 on Wealth management Industry.
    9) Ratio analysis and Interpretation of SAIL.
    10) Leadership and…

    Activities and Projects done in the college :
    1) PPT on Forex markets.
    2) Research conducted on restaurant and food preferences by various people using the innovative research methods.
    3) PPT on trading software money control.
    4) Fundamental analysis of HDFC bank.
    5) Ratio analysis of aviation industry.
    6) Study on PharmEasy.
    7) Risk management.
    8) Impact of Covid-19 on Wealth management Industry.
    9) Ratio analysis and Interpretation of SAIL.
    10) Leadership and whistle blowing.

  • Narsee Monjee College of Commerce and Economics Graphic

    Narsee Monjee College of Commerce and Economics

    12TH COMMERCE 83.85%

    -

    Activities and Societies: I was a volunteer for 'SVKM's' Sports and cultural festival Yuva Hashtag.

  • Kapol Vidyanidhi International School - India Graphic

    Kapol Vidyanidhi International School - India

    92%

    -

    Activities and Societies: Actively participated in the sports at school and interschool level and also achieved the best athlete award. I was a part of the science exhibition Kaleidoscope held every alternate year.

Licenses & Certifications

Projects

  • SAIL Company Analysis report

    -

    I have prepared the SAIL company analysis report covering the company snapshot (raw materials, end users, clients, key geographical areas) , key operational and sustainable metrix, company management and key personnel, Dividends, shareholding pattern, Business model analysis, unit economics, working capital cycle, capex cycle, core ROCE and ROE, Latent operating leverage, key moving parts that deliver risk, Peer comparison, Financial and ratio analysis, future prospects, Impact of COVID 19.

    See project
  • Cement Sector Report

    -

    The overview Of the cement Sector consisting of Global and Indian overview, Growth and Demand Drivers in Future, Sector Value Chain, Key Tracking Parameters (Operational and functional), Peer Mapping, Porter's Five Forces, Sector Trends , Headwinds and Tailwinds.

    Other creators
    See project
  • weighted average cost of capital , Beta calculations of various companies

    -

    I have calculated The Beta of various companies by using the data from yahoo finance, also, I have calculated the Cost of Equity using the CAPM model and cost of debt using figures from annual reports, and calculated the WACC using the formulas.

    See project
  • Financial Models

    -

    I have made the Financial Models for a service sector company "Justdial"

    See project

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