Shubham Tamrakar

I'm a CFA Charterholder and an analyst at a buy-side investment management firm in Mumbai, where I cover Indian consumer businesses — staples and discretionary.

My work is finding high-quality businesses early: studying how an industry works, what makes a company's advantage last, and building the financial models to judge its long-term value. Beyond my core coverage, I study global consumer franchises and consumer technology companies, to understand how changing consumer behaviour, technology and business models are reshaping industries worldwide.

Before this, I worked in investor relations and forex research. I passed all three levels of the CFA Program on the first attempt, scoring above the 90th percentile in Levels I and II, and was awarded the charter in January 2026. I studied commerce at Shri Atal Bihari Vajpayee Government Arts and Commerce College, Indore.

Outside work, I play badminton and chess against competitive players, and read widely.

Essays

  • First essay forthcoming.

What I study

  • Consumer technology
  • Marketplaces and platform businesses
  • Retail, online and offline
  • FMCG, food and beverages
  • Hospitals and diagnostics
  • Hotels and resorts
  • Watches, jewellery and luxury goods
  • Beauty and personal care
  • Home improvement and lifestyle brands

Credentials

  • CFA Charterholder(CFA Institute, 2026)
  • NISM — Alternative Investment Fund Managers
  • NISM — Research Analyst
  • NISM — Investment Adviser, Levels 1 and 2
  • NISM — Derivative Strategies
  • CFA Institute Investment Foundations
  • Global Governance Initiative — Young Leader Program