Bala Veera Reddy
Stoke-on-Trent,staffordshire
Summary
Aspiring Equity Analyst with over 4 years of hands-on experience in the Indian stock market, specializing in equity research, financial analysis, and portfolio management. Passionate about financial markets, investment strategies, and data-driven analysis, with a focus on sectors such as banking, non-bank financial, and consumer goods. Skilled in utilizing fundamental and technical analysis to identify high-growth investment opportunities and assess market trends. Proven track record of generating consistent returns through effective risk management and strategic market insights. Adept at using various financial tools and platforms to make informed, value-driven investment decisions. Eager to apply expertise in equity research, valuation techniques, and financial modeling to contribute to the success of a leading financial institution.
Overview
5
5
years of professional experience
Work History
Freelance Portfolio Manager
Self-Managed Portfolio for Family
Banglore
01.2020 - Current
- Manage an Indian equities portfolio of £10,000 for a family member, focusing on banking, technology, and consumer goods sectors.
- Achieved a consistent 20% CAGR by utilizing a combination of fundamental and technical analysis.
- Conduct detailed equity research and perform comprehensive financial analysis to identify undervalued stocks and growth opportunities.
- Risk management techniques employed to mitigate downside risk and optimize portfolio performance.
Site Engineer
Yeshwanth Developers
Bangalore
11.2020 - 11.2022
- Oversaw construction plans and ensured adherence to project specifications and timelines
- Coordinated with architects, contractors, and other stakeholders to ensure smooth execution of construction activities
- Conducted site inspections and managed on-site teams to ensure quality and safety standards were met
- Prepared and reviewed progress reports and documentation related to construction projects.
Education
Master of Science - Global Finance
Coventry University
United Kingdom01.2024
Bachelor of Technology - Mechanical Engineering
Saveetha University
India06.2020
Skills
- Financial Modeling
- Discounted Cash Flow (DCF) Analysis
- Relative Valuation Techniques
- Capital Budgeting
- Equity Research
- Fundamental and Technical Analysis
- Excel
- Valuation and Risk Assessment
- Strong Analytical and Problem-Solving Skills
- Equity Management Experience
- Asset Allocation
- portfolio management
Achievementsandinterests
- Passionate reader of books on philosophy and investing.
- Security Analysis by Benjamin Graham and The Buffets Way by Robert Hagstrom are personal favorites.
- Big follower of Warren Buffett, Charlie Munger, and Peter Lynch.
- Achieved 300% return on Trident, 106% return on IDFC First Bank.
- Currently reading The Principle of Banking by Moorad Choudary.
- CFA Level 1 candidate.
- Regularly analyzing annual reports of banks and reading books on the banking industry to expand my knowledge.
- achieved 19% cagr in investing
Languages
- English, Fluent
- Telugu, Fluent
- Tamil, Basic
- Hindi, Basic
Timeline
Site Engineer
Yeshwanth Developers
11.2020 - 11.2022
Freelance Portfolio Manager
Self-Managed Portfolio for Family
01.2020 - Current
Master of Science - Global Finance
Coventry University
Bachelor of Technology - Mechanical Engineering
Saveetha University
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