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

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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