As a CFA Level 2 cleared finance professional with a degree in Business Economics Honours, I bring a strong analytical foundation to investment management. Currently working as a Business Analyst in a fintech company that caters to PMS, AIF, and AMCs, I've gained valuable insights into portfolio management practices and investment strategies.
My journey in finance is deeply rooted in my Marwari heritage - a community known for business acumen and trusted money management. I'm taking this legacy forward by combining traditional wisdom with modern financial analysis and investment techniques.
Through Jainwin Marwari, I aim to become a fund manager by documenting my investing journey, sharing company analyses, and building a track record of performance. My focus is on identifying quality businesses with strong fundamentals and ethical management, particularly in the micro, small, and mid-cap segments of the Indian market.
Business Analyst - Fintech
Current
Working with PMS, AIF, and AMC clients to optimize portfolio management solutions
CFA Level 2 Cleared
Professional Certification
Advanced knowledge in equity valuation, portfolio management, and financial analysis
Independent Investor
Ongoing
Managing personal portfolio with focus on Indian equity markets
Business Economics Honours
University Graduate
Strong foundation in economics, finance, and business strategy
CFA Program
Level 2 Cleared
Advanced studies in equity investments, portfolio management, and ethics
Fund Manager
Primary Career Goal
Aiming to manage investment portfolios professionally with a PMS-style approach
Investment Research
Ongoing Focus
Building expertise in identifying quality businesses with growth potential
Financial Education
Community Contribution
Sharing investment knowledge and insights through articles and analysis