Financial Analytics · Investment Research · Content & Brand Strategy

Devika
Vartak

I handle the analytics, the research, and the content for a growing wealth management practice: dashboards, fund research, and everything the firm puts out publicly.

Pune, Maharashtra

Business Analyst & Strategist

Acutus Investments · Pune, Maharashtra
Open to exposure across the globe

₹0Cr

Assets Under Distribution

0 AMCs

Fund Houses Tracked

0/3

Website, Instagram & LinkedIn (Self-Managed)

Get in Touch View Research Experience ↓

Profile

About Me

I'm a Business Analyst & Strategist at Acutus Investments in Pune, where I've been since March 2025. Most of my time goes into two things: managing relationships with HNI clients, and building the analytics infrastructure the firm didn't have before I got there. Assets under distribution have grown from ₹50 crore to ₹75 crore since I joined.

On the analytics side, I built the dashboards the firm now runs on, track scheme-level performance across 7 mutual fund categories and 14 AMCs, and put together the research that goes into client decisions. On the content side (the website, Instagram, LinkedIn), I write and design all of it myself.

I hold a B.A. Economics (CGPA 8.5, Distinction, Fergusson College Pune) and an MBA in Business Analytics (CGPA 8.17, Amity University), alongside an A+ Executive Program in Fintech & Applied Financial Analytics from NSE + IIM Kashipur.

Current Role

Business Analyst & Strategist, Acutus Investments

Location

Pune, Maharashtra, India

Target Markets

India, open globally

Domain Focus

Mutual Fund Analytics · Wealth Management · Investment Research · Content & Brand Strategy

SIP Book

~₹60 lakh/month serviced

Languages

English · Hindi · Marathi (all fluent)

devikavartak0@gmail.com

Experience

Where I Have Worked

Business Analyst & Strategist

Mar 2025 – Present

Acutus Investments

SEBI-Registered Mutual Fund Distributor · ARN 126630 & 208344 · Pune, Maharashtra

Manage HNI client relationships directly, alongside building the firm's analytics infrastructure (fund tracking, transaction monitoring, portfolio analytics) from scratch. AUM has grown from ₹50 crore to ₹75 crore since March 2025 (50%), with a SIP book running around ₹60 lakh a month.
Handle all content for Acutus's website, Instagram, and LinkedIn myself: writing, design, publishing. Every piece gets checked against SEBI/AMFI disclosure requirements before it goes out.
Built the firm's internal dashboard in Google Apps Script. It's grown into the main system the team uses for investor records, transaction history, pipeline tracking, and onboarding, and I still maintain it.
Track scheme-level performance across 7 fund categories and 14 AMCs: trailing returns, Sharpe Ratio, Beta, AUM, TER. This feeds directly into fund selection and client servicing.
The brokerage commission and TER tracking used to be scattered across PDFs and filings from 14 fund houses. Rebuilt it into a structured, repeatable workflow for Q1 FY2026–27.
Scoped a BSE Star MF API integration: evaluated feasibility and data architecture for automating transaction-log capture so the firm doesn't need manual data entry anymore.

Research & Projects

Selected Work

MBA Capstone · Amity University, 2025

Investment Analysis & Portfolio Management: Core-Satellite Strategy Evaluation

Special Reference to Acutus Investments · 5-Year Period 2019–2024

Tested a Core-Satellite allocation (35% Large Cap, 20% Flexi Cap, 15% Hybrid, 20% Mid Cap, 10% Small Cap) against five years of data (2019–2024), using Sharpe Ratio, Beta, CAGR, Standard Deviation, and Maximum Drawdown. Also documented seven strategic distribution decisions Acutus made over that period and traced their impact on client outcomes.

Key finding: blended portfolio delivered a 5-year CAGR of 19.6% and Sharpe Ratio of 0.76, outperforming the NIFTY 50 TRI benchmark (CAGR: 16.0%; Sharpe: 0.56) on both absolute and risk-adjusted bases.

Brand & Content Strategy · Ongoing

Content Ownership: Website, Instagram & LinkedIn

Acutus Investments · Strategy, Design & Compliance

I write and design everything Acutus publishes publicly: the website, Instagram, LinkedIn. That covers copywriting, visual design, page layout, and investor communication. Every piece gets checked against SEBI/AMFI disclosure rules before it goes live.

Strategy, copy, design, and compliance review, all done in-house, by me, across every channel.

Fund Analytics · Client Research Report, 2025

SIF vs. Flexi Cap Comparative Analysis

Client Distribution Report

Compared 14 Specialised Investment Fund (SIF) schemes against 22 Flexi Cap funds on trailing returns across 1Y, 3Y, and 5Y. Used as a client-facing report to support HNI investment decisions at Acutus.

36 schemes · trailing returns · expense ratio · fund manager tenure · category-level risk assessment.

Undergraduate Research · Fergusson College

Risk-Taking Behaviour in Share Market Investments Among Young Adults

Quantitative Survey Research · Behavioural Finance

Surveyed young retail investors to look at how financial literacy and peer influence affect their appetite for equity risk, a behavioural finance question with direct relevance to how retail investors are engaged.

Focus: financial literacy as a moderating variable on peer-driven risk appetite in equity markets.

Case Study · NSE + IIM Kashipur, 2024–25

Blockchain Applications in the Automotive Industry

Executive Program in Fintech & Applied Financial Analytics

Looked at where blockchain fits across the automotive value chain: supply chain, vehicle registration, loan processing, insurance claims, end-of-life scrapping. Covered smart contract automation, immutable ledger design, and multi-stakeholder data-sharing, with a look at projected impact on fraud and efficiency by 2030.

Assessed real-world barriers: scalability, regulatory compliance, and industry-wide standardisation.

Capabilities

Skills & Tools

Technical

Python (data analysis, scripting)
R Studio & SPSS (statistical analysis, research methodology)
Advanced Excel (financial modelling, pivot tables, scenario analysis)
Google Apps Script (web app development)
MS Office Suite
Canva (design, brand collateral)
Financial data sourcing (AMC disclosures, BSE Star MF)

Financial Domain

Mutual fund performance evaluation (7 categories)
Comparative fund analysis & risk-adjusted metrics
Sharpe Ratio, Beta, CAGR, Max Drawdown
AMC commission & TER tracking (14 AMCs)
HNI client relationship management & fund research support
SEBI regulatory framework (MFD, compliance)
Fintech ecosystem & financial analytics

Analytical & Operational

Investment research & structured report writing
Content strategy & brand ownership (website copy, investor communication)
Data storytelling for non-technical audiences
Dashboard design & client analytics systems
Process design & automation scoping
Client relationship management

Education

Academic Background

MBA – Business Analytics

Amity University, Noida

CGPA: 8.17 / 10

2024 – 2026

Executive Program in Fintech & Applied Financial Analytics

National Stock Exchange + IIM Kashipur

Grade: A+

2024 – 2025

B.A. Economics

Fergusson College, Pune · Savitribai Phule Pune University

CGPA: 8.5 / 10 · Distinction: 81%

2021 – 2024

Certifications

Certificate in Advanced Excel (365)

NSE Academy + Grant Thornton · Jan 2025

Certificate in MS Excel Boot Camp

NSE Academy + Grant Thornton · Jan 2025

Certificate in Cyber Security Fundamentals

NSE Academy + Grant Thornton · Jan 2025

Certificate Course in Professional & Life Skills

Amity University Online · Sep 2024

DevikaVartak

Devika
Vartak