Associate

• Mar 2021 - Present

Contract Based - Research Analyst

• Oct 2020 - Mar 2021

• Developed an understanding on the valuation of listed companies through fundamental analysis. • Developed an advanced understanding in the gamut of Technical Analysis from a holistic portfolio's perspective.• Curated an excel-based model to rank the financial analysts of the industry based on their success ratio over the past years • Developed an understanding on the valuation of listed companies through fundamental analysis. • Developed an advanced understanding in the gamut of Technical Analysis from a holistic portfolio's perspective.• Curated an excel-based model to rank the financial analysts of the industry based on their success ratio over the past years

Derivatives Analyst

• Jun 2019 - Oct 2020

As a part of the PMS at BP Wealth, I had a multi-faceted role. Having catered to a cumulative of 21 clients during my tenure, the key responsibility areas were:• Strategy formulation – Curated and back-tested multiple derivatives strategies based on the prevalent market conditions, thereby advising the Fund Manager for the proprietary book as well as other domestic and foreign clients. Through these strategies, the PMS generated alpha of 12% for its clients in volatile markets.• Client Servicing –Responsible for creating a user-friendly dashboard of reports for 21 clients that showcased the fund’s performance, advisory fees, and daily P&L statement. Timely and accurate delivery of client reports led to a satisfied clientele and transparent transmission of information.

Wealth Management - Executive

• Dec 2018 - Mar 2019

• Curated a dashboard of daily relevant updates in the financial markets and mutual funds through research which helped the team gather valuable insights and key events in the markets.• Responsible for removing inefficiencies in client servicing and ensured seamless execution of redemptions and subscriptions from 50+ clients that led to a 10% rise in recurring business. • Curated a dashboard of daily relevant updates in the financial markets and mutual funds through research which helped the team gather valuable insights and key events in the markets.• Responsible for removing inefficiencies in client servicing and ensured seamless execution of redemptions and subscriptions from 50+ clients that led to a 10% rise in recurring business.

Intern

• May 2017 - Aug 2017

I worked as an intern and & worked on Financial Planning for clients which included analyzing, evaluating & recommending Mutual Funds. It also involved lead generation & pitching & recommending the appropriate mutual funds to clients. I worked as an intern and & worked on Financial Planning for clients which included analyzing, evaluating & recommending Mutual Funds. It also involved lead generation & pitching & recommending the appropriate mutual funds to clients.