Hello, I'm
Kartik Mittal
Aspiring investor and business student with hands-on experience in portfolio management, financial research, and building tools for financial literacy.
About Me
I'm a high school student at Step by Step School, Noida, pursuing the International Baccalaureate Diploma Programme with a focus on Mathematics, Economics, and Business Management.
My interest in finance began with simple evening walks with my dad, discussing business decisions and market dynamics. Those conversations sparked a curiosity that has since grown into a genuine passion for understanding how companies create value, how markets behave, and how thoughtful investing can generate long-term returns.
I read annual reports on earnings days, study business fundamentals rather than follow stock trends, and genuinely enjoy breaking down companies to understand what drives their success. Whether it's researching ETF portfolios, writing about the January Effect, or teaching peers about compounding, I approach finance with both intellectual rigor and practical curiosity.
Areas of Interest
- Value Investing & Portfolio Management
- Financial Markets & Economic Research
- Business Strategy & Valuation
- Financial Literacy Education
Experience
FinIQHub
Founded a student-led finance initiative providing resources, discussions, and peer learning opportunities to build financial literacy among youth. Grew the platform to 300+ members by creating accessible content on compounding, credit, and investing fundamentals.
- Built interactive tools for financial education
- Led strategy, content development, and community engagement
- Simplified complex financial concepts for beginners
Analog Capital
Conducted full stock pitches including qualitative analysis of business models and competitive positioning. Learned quantitative valuation techniques such as DCF, comparables, and financial ratio analysis.
- Completed stock pitch for Meta
- Professional investment research exposure
Kristal.AI
Researched and constructed ETF-based portfolios tailored to user-specific investment profiles. Benchmarked portfolio performance against the S&P 500 and designed a recommendation system based on risk tolerance.
- ETF portfolio construction
- Performance benchmarking
- Risk-based portfolio recommendations
Plutus - The Finance Club
Head of Management and Operations for a school finance club with 100+ members. Organized workshops and peer education sessions focused on investing fundamentals.
- Event planning and execution
- Workshop facilitation
Personal Portfolio Management
Managing a diversified portfolio focused on long-term value investing principles. Made my first investment in Microsoft based on conviction in OpenAI's potential. Applied contrarian thinking during the Paytm crisis, buying when others panicked.
- DCF and fundamental analysis
- Value investing approach
Prayaas Vidyalaya
Teaching mathematics and science to underprivileged middle school students. Developed game-based learning approaches to make concepts accessible and built lasting mentoring relationships.
- Weekly teaching sessions
- Mentorship and student engagement
Research & Programs
Research Papers
The January Effect and the Tax-Loss Selling Hypothesis
Examined whether the tax-loss selling hypothesis explains return patterns in early months of the year, with focus on small-cap companies.
Alternative Investment Strategies in Family Offices
A comparative study of how family offices in the US and APAC approach alternative investments, exploring differences in risk tolerance, liquidity preferences, and long-term planning.
Programs & Competitions
Wharton Global Youth Investment Competition
Analyzed companies and markets, built themed investment portfolios with valuation and risk research, and presented final pitch to judges.
Ashoka Young Scholars Programme
June 2024Tech, Data & Computer Science track exploring coding, data analysis, and computational thinking.
Harvard Student Agencies Programs
2022 - 2023Completed Future Entrepreneurship Academy, Research Scholars Program, and Debating Bootcamp.
Education & Achievements
International Baccalaureate Diploma
Step by Step School, Noida
Predicted: 42/44* | Expected Graduation: May 2026
- Mathematics AA 7
- Economics 6
- Physics 7
- Business Management 7
- English Lang & Lit 6
- Hindi B 6
*Predicted grades; final results expected May 2026
IGCSE
Step by Step School, Noida
4 A*s: Additional Mathematics, Computer Science, Physics, Business Studies
1 A: Chemistry
4 Bs: English Literature, English Language, Hindi, Economics
Key Achievements
Certifications
- Financial Markets by Robert Shiller - Yale University (Coursera)
- Python for Beginners - Harvard CS50 (edX)
- HTML and CSS for Beginners - Udemy
Get in Touch
I'm always interested in connecting with people who share a passion for finance, investing, or business. Feel free to reach out.