Senior Associate

• Jun 2022 - Present

Associate Consultant

• May 2022 - May 2022

Financial Advisor

• Oct 2017 - Jun 2020

Role In Brief: In the capacity of a Financial Advisor I was basically helping/advising clients to invest in the capital markets via either direct equity or mutual fund route. I was also responsible for individual client risk profiling, one-time restructuring of the portfolio, and initial handholding for the new investors in the capital markets. Role In Brief: In the capacity of a Financial Advisor I was basically helping/advising clients to invest in the capital markets via either direct equity or mutual fund route. I was also responsible for individual client risk profiling, one-time restructuring of the portfolio, and initial handholding for the new investors in the capital markets.

Senior Research Associate

• Oct 2015 - Mar 2017

Role In Brief: I was part of the Core Editorial Research Team which was responsible for providing all the research content to the company’s clients and readers’ right from stock recommendation to managing the client’s individual portfolio. Role Responsibilities: *Performed Equity research and fundamental analysis of companies and their underlying business models and provided investment recommendations to retail clients via Research reports and articles. *Quarterly updating… Show more Role In Brief: I was part of the Core Editorial Research Team which was responsible for providing all the research content to the company’s clients and readers’ right from stock recommendation to managing the client’s individual portfolio. Role Responsibilities: *Performed Equity research and fundamental analysis of companies and their underlying business models and provided investment recommendations to retail clients via Research reports and articles. *Quarterly updating of stocks/companies/sectors reports and coming out with event-specific articles. *Interacting with the Business Development and Sales Team on a regular basis to help them understand the financial product and solve queries. *Participated in the analysis of Initial Public Offers (IPOs) & subsequent management interactions. *Conducted 1 on 1 interviews with management and heads of companies. *Developed networks of professional contacts including company executives, market experts, and PR agencies handling diverse client bases. *Tracking daily market events and key corporate actions. Show less Role In Brief: I was part of the Core Editorial Research Team which was responsible for providing all the research content to the company’s clients and readers’ right from stock recommendation to managing the client’s individual portfolio. Role Responsibilities: *Performed Equity research and fundamental analysis of companies and their underlying business models and provided investment recommendations to retail clients via Research reports and articles. *Quarterly updating… Show more Role In Brief: I was part of the Core Editorial Research Team which was responsible for providing all the research content to the company’s clients and readers’ right from stock recommendation to managing the client’s individual portfolio. Role Responsibilities: *Performed Equity research and fundamental analysis of companies and their underlying business models and provided investment recommendations to retail clients via Research reports and articles. *Quarterly updating of stocks/companies/sectors reports and coming out with event-specific articles. *Interacting with the Business Development and Sales Team on a regular basis to help them understand the financial product and solve queries. *Participated in the analysis of Initial Public Offers (IPOs) & subsequent management interactions. *Conducted 1 on 1 interviews with management and heads of companies. *Developed networks of professional contacts including company executives, market experts, and PR agencies handling diverse client bases. *Tracking daily market events and key corporate actions. Show less

Trainee Analyst

• Oct 2013 - Aug 2014

Role In Brief: I was part of the Custodial Operations and Middle Office Team which was is a subset of the global Deutsche Bank AG, MENA Team. Our team supported the end-to-end trade settlement cycle, payments, and corporate actions of institutional clients and was also responsible for coordinating with local brokers and Investment Banks. Role Responsibilities: *Handled Custodial services for all the DB MENA clients. *In charge of Nasdaq Dubai-related stocks and their… Show more Role In Brief: I was part of the Custodial Operations and Middle Office Team which was is a subset of the global Deutsche Bank AG, MENA Team. Our team supported the end-to-end trade settlement cycle, payments, and corporate actions of institutional clients and was also responsible for coordinating with local brokers and Investment Banks. Role Responsibilities: *Handled Custodial services for all the DB MENA clients. *In charge of Nasdaq Dubai-related stocks and their corporate action events. *Handling and providing payment solutions to brokers, clients and also responsible for the third-party transfers. *Responsible for handling all client and broker queries. Show less Role In Brief: I was part of the Custodial Operations and Middle Office Team which was is a subset of the global Deutsche Bank AG, MENA Team. Our team supported the end-to-end trade settlement cycle, payments, and corporate actions of institutional clients and was also responsible for coordinating with local brokers and Investment Banks. Role Responsibilities: *Handled Custodial services for all the DB MENA clients. *In charge of Nasdaq Dubai-related stocks and their… Show more Role In Brief: I was part of the Custodial Operations and Middle Office Team which was is a subset of the global Deutsche Bank AG, MENA Team. Our team supported the end-to-end trade settlement cycle, payments, and corporate actions of institutional clients and was also responsible for coordinating with local brokers and Investment Banks. Role Responsibilities: *Handled Custodial services for all the DB MENA clients. *In charge of Nasdaq Dubai-related stocks and their corporate action events. *Handling and providing payment solutions to brokers, clients and also responsible for the third-party transfers. *Responsible for handling all client and broker queries. Show less