Hunny Meghani, CFA
CFA Charterholder with 4+ years of experience in capital markets research, credit and equity analysis, and investment insights. Proficient in fundamental credit analysis, financial modelling, valuation metrics, and portfolio surveillance. Experienced in delivering institutional-quality fixed income and equity research, with a track record of scaling research output using AI-enabled workflows.
Experience
Finance Associate
StockGro
Bengaluru
- Conducted multi-sector fundamental equity and credit analysis, producing recommendations for a platform reaching 2M+ retail investors.
- Performed financial statement analysis, valuation modelling (DCF, comparable company analysis), and earnings analysis to create company coverage reports.
- Supported portfolio surveillance and performance attribution for a PMS beta strategy (₹10L–50L AUM) alongside SEBI RIAs.
- Developed investment frameworks and macroeconomic commentary, synthesising sector trends, earnings data, and market developments into structured deliverables.
- Scaled investment research output from 0 to 3,000+ reports by implementing Al-enabled workflows, reducing TAT by 50% while maintaining institutional-quality standards.
Research Analyst
Link Building Blogs
Remote, California
- Performed valuation analysis for SaaS, technology, and digital services companies using comparable company analysis and precedent transaction methodologies to support investment theses.
- Built financial models and investor pitch decks, translating quantitative analyses and credit assessments into clear investment narratives for founders and prospective investors.
- Developed a proprietary AI-driven research tool to streamline research workflows, improving analytical consistency and reducing manual turnaround time.
- Trained and supervised a team of financial writers, implementing editorial and quality-control standards to ensure research accuracy and regulatory compliance.
Chief Financial Officer
Web Viking
Remote, Minnesota, US
- Managed financial reporting, client billing, and operational workflows for a remote-first business, ensuring accurate and timely reporting across client accounts.
- Improved operational efficiency by implementing structured SOPs and Al- enabled process frameworks.
- Owned the client acquisition pipeline and funnel strategy, supporting revenue growth through stakeholder engagement and structured lead management.
Community Moderator
StartupGyaan
Remote, India
- Mentored 5 early-stage founders across the journey from prototype to revenue generation, helping them sharpen business models, structure GTM strategies, and build investor-ready founder profiles.
- Organised and hosted events that connected founders with mentors, investors, and domain experts, generating actionable outcomes for community members.
Education
H.L College of Commerce
Bachelor Of Commerce
CGPA-8.17/ 10
Skills
Equity ResearchFixed Income ResearchSector ResearchCompany CoverageEarnings AnalysisMacroeconomic AnalysisPortfolio SurveillanceValuation & Modelling — Financial Modelling DCFComparable Company AnalysisPrecedent TransactionsValuation BenchmarkingFinancial Statement AnalysisSensitivity & Scenario AnalysisAl tools: Hugging face, claude, perplexity, n8n, make.comExcelS&P Capital IQ ProPower BIFinancial Modelling Fundamental Credit Analysis PowerPointBloombergMergermarketLSEG WorkspaceEMIS FactivaD&B HooversGMMLexisNexis BoardEx AlteryxUpslideThink-cell
CERTIFICATES
CFA Level III Passed
Specialization in Private Markets
COURSES
Portfolio Development and Construction
CFA Institute
Analyst Skills
CFA Institute
Advanced Excel
Udemy
Financial Modeling & Valuations
The Wallstreet School