REGULATORY & PROFESSIONAL CREDENTIALS • VERIFIED BY SEBI MANDATED INSTITUTES

SEBI Accreditations, Charter Qualifications & Analytical Competencies

Formally certified under the regulatory framework of the Securities and Exchange Board of India (SEBI) for research analysts, combined with ongoing international charter coursework under the CFA Institute.

SEBI MANDATED QUALIFICATION Sep 28, 2026

NISM-Series-XV: Research Analyst Certification

National Institute of Securities Markets (An Educational Initiative of SEBI)

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Regulatory Registration Details

Certificate Number: NISM20260000460795-001

Candidate Name: Patel Mahim Bharatkumar

Statutory Alignment: SEBI (Research Analysts) Regulations, 2014

Status: Certified / Active on Record

Tested Analytical Competencies

Macroeconomic forecasting, monetary policy mechanics, and industry structure analysis.
Forensic analysis of financial statements, balance sheet audit notes, and off-balance sheet liabilities.
Valuation methodologies: DCF, Dividend Discount Model, and Relative Multiple Benchmarks.
Ethics, regulatory compliance, client protection, and mandatory conflict-of-interest disclosures.

OFFICIAL CERTIFICATE DOCUMENT PREVIEW Open in Full Window ↗

NISM Series XV Research Analyst Certificate

GLOBAL CHARTER QUALIFICATION In Progress

CFA® Program Candidate (Level 1)

CFA Institute, Charlottesville, Virginia, USA

ACTIVE CANDIDATE

Curriculum Scope

Rigorous preparation covering the global standard in investment analysis, asset valuation, and ethical standards across institutional capital markets.

• Financial Statement Analysis (FSA - US GAAP & IFRS)

• Quantitative Methods & Time Series Econometrics

• Corporate Issuers & Capital Structure Optimization

• Equity & Fixed Income Valuation Frameworks

Application to Current Research

Directly utilizing CFA Institute frameworks across all published initiation reports, ensuring rigorous adjustments for leases (IFRS 16), capitalization of R&D, and normalized operating cash flow yields.

PRACTICAL SKILLSETS

Applied Quantitative Engineering & Valuation Competencies

CRYPTO, BLOCKCHAIN & BTC TREASURIES

Cryptocurrency microstructure, blockchain networks, Bitcoin Corporate Treasury mechanics (Saylor convertible flywheel, mNAV accretion), GIFT City IFSC & Indian VDA tax frameworks.

OPTIONS GREEKS & MICROSTRUCTURE

Vectorized Black-Scholes calculation in Python (NumPy/SciPy), zero-gamma root-finding, and dealer delta-hedging simulation.

QUANTITATIVE PYTHON MODELING

Automated option chain data scraping, numerical Greek surfaces, statistical distribution backtesting, LaTeX reporting, and Git version control.

FORMAL HIGHER EDUCATION 2024 – 2028

Academic Background & University Qualifications

Rigorous Engineering & Computational Data Science Foundations

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Nirma University, Institute of Technology CGPA: 8.19 / 10.0

B.Tech in Electronics & Instrumentation (EI) — 3rd Year (Class of 2028)

Comprehensive training in mathematical systems modeling, signal processing, dynamic instrumentation, control systems, and computational algorithms.

Indian Institute of Technology Madras (IIT Madras) Foundation Certificate

BS in Data Science and Applications (Completed 2023–2024)

Completed rigorous foundational degree coursework in Python for Data Science, Statistics for Data Science, Computational Thinking, and Linear Algebra.