Kunal Srivastava

Operations Associate

Noida, Uttar Pradesh, India11 mos experience

Key Highlights

CFA Level 3 candidate with strong finance expertise.
Managed ₹10 Cr proprietary options book successfully.
Passionate about personalized financial solutions.

Stackforce AI infers this person is a Finance professional with expertise in Wealth Management and Derivatives Trading.

Contact

Skills

Core Skills

Financial ModellingOptions Trading

Other Skills

Algorithmic TradingBroker CoordinationBusiness ValuationCompany ValuationDCF ValuationDerivative OperationsDerivativesDerivatives TradingDocument ReviewEconomicsEquity DerivativesEquity ResearchEquity Research AnalysisEquity ValuationFinancial Analysis

About

Finance professional with hands-on experience in managing a ₹10 Cr proprietary options book and a strong foundation in investment advisory. CFA Level 3 candidate with NISM certifications in mutual fund distribution, equity derivatives, and research analysis. Passionate about helping individuals grow and preserve wealth through goal-based planning, behavioral insights, and disciplined asset allocation. Seeking opportunities in wealth management where market experience meets personalized financial solutions.

Experience

Daloopa

Associate

Nov 2025 – Present · 4 mos · Noida, Uttar Pradesh, India · Hybrid

Involved in financial data processing, document review, and financial modelling to help deliver high-quality, structured information for client decision-making.

Financial Data ProcessingDocument ReviewFinancial Modelling

True turtles llp

Equity Derivatives Trader

Jan 2024 – Aug 2024 · 7 mos · Gurugram, Haryana, India · On-site

Managed a ₹10 Cr proprietary options book with a focus on Nifty and Bank Nifty strategies. Designed, backtested, and executed trades using platforms like AlgoBaba, XTS, and ODIN. Handled client interactions, broker coordination for settlements, margin monitoring, and real-time risk management.

Options TradingRisk ManagementTrade ExecutionBroker Coordination