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Work experience

Work experience
Nov 2010 - Present

Product Research

Emkay Global Financial Services Ltd.

  • Assist in mutual fund PMS managing and operations.
  • Assist in rebalancing of retail and HNI clients’ equity and mutual fund portfolio and allocation of corpus between different strategies depending on the client’s profile.
  • Assist in presenting the structured products and NFO to HNI clients.
  • Active participant in the daily morning equity research meet, discussing the investment, trading ideas for the day, updates on various sectors and government policies.
  • Active participation in discussing updates on companies and their impact on the stock.
  • Actively participated in the on site management meeting held by Arshiya International Ltd. The only leading free trade warehouse zone in India.
Jan 2010 - Oct 2010

Associate Consultant

Capgemini Consultancy Services India (P) Ltd.
  • Prepare financial model and also present the same.
  • Support strategic and operational decision making.
  • Manage assets and allocate capital to create more value.
  • Finance transformation solutions that reduce costs and increase effectiveness.
  • Extract new relevant timely insights from corporate financial and operational systems.
  • Assessing the financial statement based on ratio analysis.
  • Worked on the project assigned by telekurs a client of capgemini. 

Education

Education

Chartered Financial Analyst - Level 1 Result Awaited

CFA Institute

Global Recognition:

The CFA institute is the most widely known and respected investment credential in the world.

Practical Skills:

CFA charter is recognized as the definitive standard by which to measure the competence integrity, and dedication of serious investment professionals.

Community:

Earning the CFA charter places you in the company of an elite group of more than 90,000 respected investment professionals.

Jan 2006 - Jul 2009

Bachelor's in Accounting and Finance

Bhavans College

  • Bachelor's in Accounting and Finance is a specialized course in commerce.
  • It includes all the major subjects of commerce in detail and also requires a candidate to analyze the financial statements.
  • It is a course which defines our career path in the finance field and gives a niche edge over normal commerce graduates.
  • The course is designed such that it enables us towards corporate exposure by visiting the companies frequently.

Skills

Skills

Bloomberg, Reuters, Six Telekurs

MS Word, MS Excel, MS Power Point

Interest

  • Reading Books (Fiction)
  • Travelling
  • Playing Cricket , Table Tennis

Certifications

Certifications

AMFI

National Stock Exchange