S

Suraj Yadav

Business Development Executive

Mumbai, Maharashtra, India2 yrs 3 mos experience

Key Highlights

  • Expert in equity advisory and portfolio management.
  • Specializes in long-term investing and capital preservation.
  • Proficient in trading strategies and derivatives trading.
Stackforce AI infers this person is a Fintech professional specializing in equity advisory and trading strategies.

Contact

LinkedIn

Skills

Core Skills

Equity AdvisoryPortfolio Management

Other Skills

AccountingDerivatives TradingGreeksMicrosoft ExcelTrading Strategies

Experience

2 yrs 3 mos
Total Experience
9 mos
Average Tenure
--
Current Experience

Motilal oswal financial services ltd

Equity Advisor

Sep 2024 – Nov 2025 · 1 yr 2 mos · Mumbai Metropolitan Region · On-site

  • Helping individuals & HNIs grow wealth through smart equity strategies
  • 🔹 Specialized in: Long-term investing | Intraday & Swing Trading | Portfolio Rebalancing
  • 🔹 Personalized advisory for stock market investments based on risk appetite
  • 🔹 Focused on capital preservation + consistent growth
Trading StrategiesMicrosoft ExcelAccountingDerivatives TradingEquity AdvisoryPortfolio Management

Mansukh securities & finance ltd.

Derivative Analyst

Nov 2023 – May 2024 · 6 mos · Mumbai, Maharashtra, India · On-site

Fin rise softech pvt ltd

Derivatives Analyst

Nov 2022 – Jul 2023 · 8 mos · Mumbai Metropolitan Region · On-site

Education

Guru Nanak Khalsa College of Arts Science & Commerce

Bfm

Jul 2020 – Apr 2023

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