Available from July 2026 · Investment Management & Equity Research

Aditya Nair.

Investment professional with 2.5 years at a Mumbai HNI wealth advisory, covering discretionary multi-asset portfolios, equity and fixed income research, and three closed buy/sell calls across Indian markets. Currently pursuing an MSc in Finance at Simon Business School, University of Rochester.

Resume ↗ Investment Reports ↓ Get in touch →
ASTERDM Buy · Target ₹620 · +29% closed ETERNAL Sell · Target ₹234 · −15% closed WAAREEENER Buy · Target ₹3,872 · +6.2% live UPI Monetization · India Payments Sector CFA Level II Candidate · Nov 2026 SSVF Portfolio Management Associate ASTERDM Buy · Target ₹620 · +29% closed ETERNAL Sell · Target ₹234 · −15% closed WAAREEENER Buy · Target ₹3,872 · +6.2% live UPI Monetization · India Payments Sector CFA Level II Candidate · Nov 2026 SSVF Portfolio Management Associate
§ 01 — Profile

About me.

I'm a finance professional trained at the University of Rochester's Simon Business School, pursuing an MSc in Finance with a concentration in Investment Management & Financial Analysis (GPA 3.92 / 4.0, Dean's List, Dean's Scholarship Recipient), graduating December 2026.

Prior to graduate school, I spent 2.5 years at Lifelong Wealth, a boutique Mumbai wealth advisory, progressing from Intern to Senior Analyst. I managed a ₹35Cr+ discretionary multi-asset sub-portfolio across 30+ HNI relationships, led fundamental research across healthcare, financials, and consumption sectors, and delivered three closed buy/sell calls, with two thesis targets achieved within 6–9 months.

I care deeply about rigorous fundamental analysis, compounding, and the craft of building conviction over noise. Outside markets: Formula One, strength training, poker strategy, and the occasional marathon.

2.5yr
Buy-side experience at Mumbai HNI wealth advisory
3.92
GPA at Simon Business School · Dean's List · Dean's Scholar
CFA
Level I passed Aug 2024 · Level II candidate Nov 2026
9.78/10
Undergraduate GPA · Top 1% of graduating class, University of Mumbai
§ 02 — Experience

Track record.

Jan 2024 — Apr 2025
Lifelong Wealth · Boutique Wealth Advisory
Senior Analyst, Investments
Mumbai, India
  • Managed ₹35Cr+ discretionary multi-asset sub-portfolio across 30+ HNI relationships, delivering ~190 bps annualised outperformance vs. blended Nifty 50 benchmark through sector rotation and framework-driven tactical rebalancing.
  • Led quarterly portfolio reviews across equity, fixed income, and alternatives; reassessed goal-based asset allocation against evolving macro conditions, client risk profiling, and SEBI-compliant suitability.
  • Evaluated alternatives allocations for qualified clients including AIF and PMS mandates; conducted due diligence, fee-structure analysis, and product-fit assessment against SEBI guidelines and client IPS.
Jan 2023 — Dec 2023
Lifelong Wealth · Boutique Wealth Advisory
Analyst, Investments
Mumbai, India
  • Conducted fundamental equity research across 40+ NSE/BSE-listed securities spanning healthcare, financials, and consumption; evaluated risk-adjusted return metrics (Sharpe, Alpha, Beta) to generate investment theses.
  • Authored 30+ macroeconomic, industry, and company-specific research notes; recommendations adopted by Portfolio Manager across client books for alpha generation.
  • Delivered client-ready Investment Policy Statement drafts, portfolio review decks, and tactical allocation proposals across mid-cap and large-cap mandates.
Dec 2022 — Jan 2023
Lifelong Wealth · Boutique Wealth Advisory
Intern, Investments
Mumbai, India
  • Designed an automated Excel-based risk profiling and mutual fund selection tool, integrated with client suitability parameters; adopted firmwide, leading to conversion to a full-time analyst role.
  • Executed client investment transactions across equity and mutual fund mandates; generated holdings and transaction reports to support advisor portfolio oversight.
§ 03 — Education

Academic foundation.

Dec 2026
Simon Business School, University of Rochester
Master of Science in Finance (STEM) · Investment Management & Financial Analysis
GPA 3.92 / 4.0 · Dean's List Award · Dean's Scholarship Recipient
Coursework: Asset Management · Quantitative Investing · Debt Markets · Financial Markets & Investments · Options Strategy
— Leadership & Activities
Portfolio Management Associate · Simon School Venture Fund
Lead a team of analysts on deal-level due diligence across portfolio companies, conducting management discussions and evaluating operating performance, unit economics, capital requirements, and valuation assumptions. Spearheaded an internal initiative to standardize knowledge transfer and portfolio monitoring workflows; developed SOPs and presented outcomes to the Fund Board.
VP of Finance & Operations · Master's Advisory Council
Steering committee role representing the MS Finance cohort on academic programming, student engagement, and fiscal oversight of council operations.
Available Full-Time July 2026
May 2022
S.K. Somaiya Degree College, University of Mumbai
Bachelor of Management Studies · Specialization in Finance & Investments
GPA 9.78 / 10 · Top 1% of graduating class
Class Representative for three years
Rotaract Club of S.K. Somaiya, social-impact initiatives in education, environment, and healthcare
First Class with Distinction
§ 04 — Capabilities

Skills & certifications.

Valuation & Modelling

  • DCF (FCFF / FCFE)
  • 3-Statement Modelling
  • Comparable Company Analysis
  • EV / EBITDA
  • Sum-of-the-Parts (SOTP)

Portfolio & Risk

  • Portfolio Construction
  • Performance Attribution
  • Factor Analysis
  • Risk-Adjusted Return Metrics
  • Sector Rotation

Tools & Platforms

  • Bloomberg Terminal
  • S&P Capital IQ
  • Advanced Excel
  • NGEN Markets
  • Python (pandas, numpy)

Indian Markets

  • NSE / BSE Equities
  • CDSL / NSDL
  • MF Central · AMFI
  • SEBI (AIF / PMS)
  • Alternatives & MLDs
— Certifications & Training
CFA Level I — Passed

August 2024 · Level II Candidate, November 2026

NISM Series XV & V-A

Both certificate exams scheduled August 2026

Wall Street Prep

Financial Statement Analysis · DCF · Buy-Side Investment Analysis

Bloomberg Market Concepts

2026 · Economics, Currencies, Fixed Income, Equities

Financial Edge Training

2025 · Advanced Financial Modelling curriculum

Capital IQ Training

Screening · Modelling · Transaction comparables

§ 05 — Investment Reports

Research & pitches.

I. Indian Equity — NSE · BSE
NSE ◆ ASTERDM
▲ BUY

Aster DM Healthcare.

Healthcare · Mid-Cap
Buy recommendation at ₹480 with a 12-month target of ₹620. Built EV/EBITDA model benchmarked against Apollo, Max Healthcare & Fortis. Thesis anchored on GCC divestiture value unlock and India bed-expansion runway. Target achieved within 9 months.
Target Price
₹620
Return
+29% closed
EV/EBITDA Healthcare India
Open Report ↗
NSE ◆ ETERNAL
▼ SELL

Eternal Limited.

Consumer · Internet
Sell recommendation at ₹275 with target ₹234. Built SOTP model across food delivery, Blinkit & Hyperpure. Thesis anchored on quick-commerce unit economics pressure and competitive intensity from peers. Target achieved within 6 months.
Target Price
₹234
Return
−15% closed
SOTP Consumer Internet
Open Report ↗
NSE ◆ WAAREEENER
▲ BUY

Waaree Energies.

Renewables · Solar
Buy recommendation at ₹3,281 with a 12-month target of ₹3,872. FCFF DCF anchored on India's 500 GW solar capacity target as the primary upside driver. Live call: +6.2% MTM (Apr 2026).
Target Price
₹3,872
Return
+6.2% live
FCFF DCF Renewables India
Open Report ↗
II. US Equity — Academic & Personal Work
NYSE ◆ LLY ▼ SELL

Eli Lilly — Sell Recommendation.

Initiated coverage with a Sell call at ~$1,030 against a $750 price target. Thesis grounded in stretched 52x P/E, the Trulicity 2027 patent cliff (~$7B revenue at risk), and emerging GLP-1 competition from Novo Nordisk and Amgen's MariTide. Position was ~14% in the money at $903 (Apr 2026).

PT · $750 Method · DCF + 3-Statement Sector · Pharma
NYSE ◆ NKE ▼ SELL

Nike — Sell Recommendation.

Sell thesis built on four structural pillars: FY25 revenue down ~10%, ~7pp share loss at Dick's to On and Hoka, a failed DTC strategy (digital −26%), and a ~50% P/E premium to peers. Three-stage DCF with probability-weighted target ~$36.

PT · ~$36 Method · 3-Stage DCF Sector · Consumer / Apparel

Additional research notes and industry analysis, including UPI Monetization & India Payments Sector, available on request.

§ 06 — Get in touch

Let's connect.

Currently exploring full-time opportunities in asset management, private wealth, and equity research across Tier-1 firms in India. Available from July 2026.

Always open to a conversation about markets, research, or anything in between.

— Email adityanair.cv@gmail.com ↗ — LinkedIn /in/adityanair19 ↗ — Resume View Latest Resume ↗ — Phone +91 79778 68846 ↗