Kshitiz Chaudhary

CEO

Karnal, Haryana, India5 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in Algorithmic Trading and Risk Management
Top 10 Tax Consultant in Perth region
Dedicated to empowering clients' financial goals

Stackforce AI infers this person is a Fintech professional with expertise in trading and investment analysis.

Contact

Skills

Core Skills

Algorithmic TradingRisk ManagementIndex OptionsTaxationsCustomer Service

Other Skills

Analytical SkillsAuditingBack TestingBusiness AnalysisCorporate FinanceData AnalysisDerivativesFX DerivativesForeign Currency TransactionsFundamental AnalysisInvestment AnalysisLeadershipMicrosoft ExcelOptions StrategiesStatistical Models

About

As a dedicated mutual fund distributor, I empower individuals and families to achieve their financial goals through disciplined and personalized investment solutions. With an in-depth understanding of the mutual fund industry and a commitment to investor education, I focus on simplifying investment concepts and helping clients make informed decisions at every stage of their wealth-building journey. Whether you are planning for your child’s education, home purchase, or a secure retirement, I strive to provide transparent guidance and continuous support. My expertise includes asset allocation, SIP discipline, risk management, and effective diversification—all tailored to meet your unique needs and aspirations. Let’s work together to turn your financial dreams into reality, one step at a time. Happy investing!

Experience

Share india

Derivatives Trader and Research Analyst

Sep 2023 – Sep 2024 · 1 yr

Executing different kinds of strategies in Index options using an In-house Platform.
Scaling up/down the strategy based on the prevalent market scenario.
Predicting the Implied Volatility and creating an IV profile, based on the historical data and current market conditions to make the best trade.
Assessing the risk exposure of trading strategies and taking appropriate measures to mitigate risks.
Regularly conducting Back Testing on different strategies based on statistical models and historical data.
Monitor and Analyze trading performance to identify areas for improvement and make necessary adjustments.

Index OptionsRisk ManagementBack TestingStatistical Models

Self-employed

Equity and Derivatives Trader

Feb 2021 – Present · 5 yrs 1 mo

Execute equity and derivatives trades across multiple markets, including equities, futures, and options.
Engaged in a variety of Technical and Fundamental Analyses to develop consistently profitable Algorithmic Options trading systems that minimize risk while maximizing returns on intraday trading basics.
Self-taught: In-depth understanding of the Equities and Options market to survive and thrive off the volatile market environment
Regularly conducted Technical Analysis of securities supply and demand zones to develop and execute high probability, high reward-to-risk trades.

VolatilityOptions StrategiesTechnical AnalysisAlgorithmic TradingRisk Management

H&r block

Tax Consultant

Jul 2018 – Oct 2018 · 3 mos · Perth, Australia

► Hands on position where I evaluate client's individual tax situations and utilise employer specific training and process flows to generate a complete and accurate return for Australia (business and individual). Other role duties include but are not limited to:
Research individual income tax situations and determine solution.
Utilise available tools, including electronic research material.
Make recommendations to clients to assist them in their returns going forward.
Ensure exceptional customer service whilst working directly with clients.
Create, compile and develop BAS reports which are signed off on by the supervisor.
Provide high-level tax advice and guidance to clients on a range of topics/tax areas.
Carry out a diverse range of administrative to support business operations.
✪ Achievements ✪
✔Ranked in the top 10 staff (5th) across the Perth region with 18 offices.
✔Increased efficiency of completing tax returns by 50% whilst maintaining quality.

TaxationsAuditingCustomer Service

The university of western australia

Bequest Development Intern

Mar 2018 – Jun 2018 · 3 mos · Perth, Australia

► Fast paced role where I planned/implemented a range of programs and initiatives to enhance the relationship between the University and its bequest donor prospects. Other duties:
Recorded, monitored and tracked bequest information/records - REX and TRIM systems.
Liaised with DAR Stewardship/Gifts Administration team on scholarship/prize reports.
Worked with donors along with families of bequests received.
Maintained a strong working knowledge of the legal office and archives in the University.