Sarvesh Kulkarni — Product Engineer

I hold an MBA in Investment Banking & Securities Operation, which has equipped me with a strong foundation in Finance, Investment Analysis, and Risk Management. My educational background complements my practical experience, allowing me to apply academic theories to real-world investment scenarios. This holistic approach enables me to provide well-informed advice and strategic insights to clients. Experienced in Portfolio Management Services & Investment Advisor with expertise in equity portfolio management, multi-asset trading & client advisory. Managed portfolios for UHNIs & Private Wealth clients at Motilal Oswal. Specializing in Portfolio Management Services at Axis Securities. Passionate about delivering exceptional results and empowering clients to achieve their financial goals. At Motilal Oswal's PCG desk, successfully managed equity portfolios for UHNIs & Private Wealth clients. Provided personalized investment solutions, analyzed market trends, and developed comprehensive strategies. Delivered timely recommendations for portfolio adjustments, ensuring alignment with client objectives. At Axis Securities, specialize in portfolio administration, overseeing efficient portfolio management. Execute trades, maintain accurate records, & monitor performance. Excel in cash management, corporate actions, & compliance monitoring. Leverage technology to streamline processes & enhance reporting capabilities. In addition to portfolio management, possess expertise in multi-asset trading. Advise clients on derivatives & currency trading, offering insights on market trends, volatility, & risk management strategies. Guide clients in making informed trading decisions & executing successful strategies. Collaborative professional who excels in team environments. Contribute to process enhancements & automation initiatives, optimizing portfolio administration workflows & driving operational efficiency. Committed to continuous improvement, enhancing client experiences & driving long-term success. If interested in portfolio administration, investment advisory, risk management, or related areas, let's connect. Engage in meaningful discussions, share insights, & explore collaboration opportunities. Together, we can achieve mutual growth & success in the financial services industry.

Stackforce AI infers this person is a Fintech professional specializing in investment advisory and portfolio management.

Location: Mumbai, Maharashtra, India

Experience: 8 yrs 8 mos

Skills

Portfolio Management
Investment Advisory Services
Equity Portfolio Management

Career Highlights

Expert in managing portfolios for UHNIs and Private Wealth clients.
Specializes in delivering personalized investment solutions.
Passionate about continuous improvement and operational efficiency.

Work Experience

Axis Securities Limited

Manager (4 yrs 5 mos)

Stocktrendz

Founder (1 yr 4 mos)

Motilal Oswal Financial Services Ltd

Senior Executive (2 yrs 11 mos)

Education

at Fazlani Altius Business School

Bachelor's degree at Parle Tilak Vidyalaya Associations M L Dahanukar College of Commerce Dixit Road Vile Parle East Mumbai 400 057

Higher Secondary Certificate at K.E.S Shroff college of Commerce

SSC at St. Francis D'Assisi High School - India

Sarvesh Kulkarni

Product Engineer

Mumbai, Maharashtra, India8 yrs 8 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in managing portfolios for UHNIs and Private Wealth clients.
Specializes in delivering personalized investment solutions.
Passionate about continuous improvement and operational efficiency.

Stackforce AI infers this person is a Fintech professional specializing in investment advisory and portfolio management.

Contact

Skills

Core Skills

Portfolio ManagementInvestment Advisory ServicesEquity Portfolio Management

Other Skills

Analytical SkillsAttention to DetailAutomation InitiativesBusiness DevelopmentBusiness ManagementBusiness Relationship ManagementClient AdvisoryClient ServicesCollaborationCommunicationCustomer Relationship Management (CRM)Customer ServiceDerivatives TradingEquity DerivativesEquity portfolio

About

Experience

8 yrs 8 mos

Total Experience

2 yrs 10 mos

Average Tenure

4 yrs 5 mos

Current Experience

Axis securities limited

Manager

Dec 2021 – Present · 4 yrs 5 mos · Mumbai, Maharashtra, India · On-site

Currently, I hold a pivotal role at Axis Securities, where I work in PMS (Portfolio Management Service) department specializing in portfolio administration and contribute to the success of our clients' investment portfolios. In my position, I assume responsibility for the efficient management of portfolios, overseeing accurate and timely execution of trades, and maintaining precise records of transactions and holdings. Through close collaboration with investment managers, analysts, and clients, I actively monitor portfolio performance, reconcile discrepancies, and implement necessary adjustments to align with investment objectives.
Driven by a passion for continuous improvement, I actively contribute to process enhancements and automation initiatives within the portfolio administration space. By collaborating with cross-functional teams, I identify areas for optimization, implement technological solutions, and enhance operational efficiency. This not only drives productivity but also allows investment professionals to focus on strategic decision-making and client relationships.
Exceptional client service is at the core of my approach. I strive to deliver timely and accurate information, address inquiries promptly, and foster seamless interactions with both internal stakeholders and external clients. By building strong relationships and demonstrating professionalism, I contribute to the overall success of investment professionals and foster a collaborative environment that cultivates trust and long-term partnerships.
I am always eager to connect with professionals in the financial services industry, share insights, and explore opportunities for collaboration. If you are interested in portfolio administration, investment operations, risk management, compliance, or related areas, I invite you to connect with me. Let's engage in meaningful discussions, exchange ideas, and uncover ways to achieve mutual growth and success.

Portfolio Management ServicesClient AdvisoryRisk ManagementMarket MonitoringOperational EfficiencyProcess Enhancements+3

Stocktrendz

Founder

Jul 2020 – Nov 2021 · 1 yr 4 mos · Mumbai, Maharashtra, India

Motilal oswal financial services ltd

Senior Executive

Jun 2017 – May 2020 · 2 yrs 11 mos · Mumbai, Maharashtra, India · On-site

As a former member of the PCG (Private Client Group) desk at Motilal Oswal, I have gained extensive experience in managing equity portfolios for Ultra High Net Worth Individuals (UHNIs) and Private Wealth clients. In addition to portfolio management, I provided expert advice to clients on multi-asset trading, including derivatives and currency trading.
I performed in-depth research and analysis to identify attractive investment opportunities and developed comprehensive investment strategies. By closely monitoring market trends, economic indicators, and company-specific developments, I provided timely recommendations for portfolio adjustments and rebalancing.
Within the PCG desk, I also played a key role in advising clients on multi-asset trading, including derivatives and currency trading. I provided insights on market trends, volatility, and risk management strategies to assist clients in making informed trading decisions. I closely monitored derivative markets, identified trading opportunities, and executed derivative strategies to hedge risk or enhance portfolio returns.
Throughout my tenure at Motilal Oswal, I developed a strong understanding of equity markets, investment products, and trading strategies. I honed my skills in risk assessment, portfolio diversification, and wealth preservation. I demonstrated a client-centric approach, delivering exceptional service, and building long-term relationships based on trust and professionalism.

Equity Portfolio ManagementMarket ResearchInvestment StrategiesRisk AssessmentClient ServicesInvestment Advisory Services