Shreyas Kolge

Investments at GetVantage
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Investments
      • Oct 2020 - Present

    • Executive Analyst-Investments(Front Office)
      • Jun 2017 - Present

      Was part of a 4 member team managing equity assets worth 650 crores Key Deliverables 1-Generating new investment ideas by conducting business analysis,sectoral research,peer comparision 2-Assisting the fund manager in taking an informed decision for various special situations trades such as IPO,Open Offers,Buyback,Demergers. 3-Error free trade executions with minimum slippages and generating new ideas to execute trades effectively. 4-Conducted scenario study and recommended solutions of increasing BFSI sector exposures in the portfolio and at the same time not breach any IRDA regultaions. 5-Helped in creating diversification strategy to enhance portfolio returns and reduce the risks. 6-Ananlysed historical data of IPOs,Open Offers,Demergers and helped in creating new trading strategies. 7-Conducted portfolio analysis with an aim to serve management objectives. 8-Tracking fund inflows and deploying cash based on internal research.

Education

  • CFA Institute
    CFA, Investments and Securities
    2017 - 2022
  • H.R. College of Commerce and Economics
    Masters of Commerce, Accounting and Finance
    2017 - 2019
  • H.R. College of Commerce and Economics
    Bachelor of Commerce, Accouting and Finance
    2014 - 2017
  • H.R. College of Commerce and Economics
    HSC- High School Certificate, Business/Commerce, General
    2012 - 2014
  • Activity High School
    ICSE (Grade 10)

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