Bhumi S. in

Bhumi S.

Questioner · DISC type c
Associate - Institutional Research at Systematix Group
📍 Mumbai, Maharashtra, India

Bhumi is an Associate of Institutional Research at Systematix Group with experience as an Equity Research Analyst. A graduate of Nagindas Khandwala College, she is proficient in sector-agnostic fundamental analysis using the Bloomberg Terminal and has passed the CFA Level 2 exam.

She has a keen interest in understanding the complexities of global financial markets and follows industry leaders like J. P. Morgan, Deloitte, and EY. Her passion involves gaining on-ground insights through direct engagement in analyst meets, management discussions, and conference calls.

She has cleared the rigorous CFA Level 2 exam and holds multiple NISM and Bloomberg certifications, highlighting advanced expertise in financial analysis.

Read the full overview →
Experience
1 Years
Current Role
Associate - Institutional Research
Location
Mumbai, Maharashtra, India
Personality Overview

How Bhumi shows up

Systematic
Value Seeker
Cautious & Analytical

They prefer to analyze every situation thoroughly.
 They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Bhumi cares about

Equity Research
Her background as a sector-agnostic Research Analyst involved conducting in-depth fundamental analysis and delivering actionable financial insights.
Global Financial Markets
She has a stated passion for understanding complex global markets and uses the Bloomberg Terminal to track international trends and economic indicators.
+4 more topics Login to view topics
Career

Work history

4-2025
Associate - Institutional Research
Systematix Group
4-2023 - 8-2024
Research Analyst
Kantilal Chhaganlal Securities Pvt. Ltd.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
6-2023 - 5-2025
Masters in Commerce (Mcom)
University of Mumbai
5-2020 - 4-2023
Bachelor's in management studies (BMS)
Nagindas Khandwala College
2008 - 2018
Education details unavailable
Swami Vivekanand International School and Junior College
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Systematix Group Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Bhumi. Free, 10 seconds.