Sujith S S πŸ‘

CEO

Mumbai, Maharashtra, India10 yrs 1 mo experience
Most Likely To SwitchHighly Stable

Key Highlights

  • SEBI Registered Investment Advisor with extensive experience.
  • Expert in wealth creation and financial planning strategies.
  • Proven track record in trading and portfolio management.
Stackforce AI infers this person is a Fintech expert with a strong focus on investment advisory and wealth management.

Contact

Skills

Core Skills

Investment AdvisoryPortfolio ManagementTradingFinancial Planning

Other Skills

ArbitrageAsset ManagementCash/FX managementClient interactionCommodityCommodity MarketsDerivativesDue-diligenceEquitiesEvaluating investment opportunitiesFinanceFinancial AdvisoryFinancial EngineeringFinancial GoalsFinancial Markets

About

Sujith works at MoneyDhan Investment Advisory India. An π’π„ππˆ - π‘πžπ π’π¬π­πžπ«πžπ 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐒𝐬𝐨𝐫𝐲. ( one amongst the only 900 licensed in India) Your financial planning, wealth creation with a One-to-One Interaction. We send you our advisory via email, you execute it. We seek long term association with you. Objective is to manage your cash flow. Save you from over spending & over committing to EMI's as well as handhold you to retirement with a good monthly cash flow, with comfort and less financial stess. β†’ π’π„ππˆ-π‘πˆπ€ πˆππ€πŸπŸŽπŸŽπŸŽπŸπŸ”πŸπŸ—πŸ‘ ----------------------------------------- Mr Sujith writes posts about βœ“ Investment Portfolio βœ“ Wealth Creation, Wealth Planning βœ“ Goal based financial planning βœ“ Retirement plan and execute βœ“ Financial Writing, Financial Markets ----------------------------------------- Only Guy whom you should trust is SEBI Registered Investment Advisor. They have to keep 50 lakh Networth. Pay 1 lakh per year license fee. There is no conflict of interest, since they cannot earn commission or referrals from LIC/MF/broker etc. They cannot even monetize their Youtube channel. SEBI audits the bank books, All advises sent to client, Compliance is strict. Loose advise will cause 1 lakh penalty per day !! We do not touch you money. Keep it with your stock broker only. Client-adviser agreement is done. We are SEBI Registered so we are legal, take us seriously.

Experience

Moneydhan investment advisory

2 roles

Chief Executive Officer

Jan 2020 – Present Β· 6 yrs 2 mos

Founder & Chief Investment Strategist

Jan 2017 – Jul 2025 Β· 8 yrs 6 mos

  • MoneyDhan is SEBI regulator licensed Investment Advisor. One of the only 1300 licensed in INDIA. We guide in your wealth building and Protection strategies. Our ultimate goal is to enable you lead an amazing Retirement life with monthly income.
  • We use Hedge Fund Strategies in your demat account, used by only institutions till date.
  • This approach generates more return than market can provide.

Www.motilaloswal.com

Franchise manager for stock broking firm

Feb 2015 – Jan 2016 Β· 11 mos

  • Responsible for evaluating investment opportunities, stock picking, due-diligence and valuation analysis
  • Contributed towards development of customised portfolio management for clients.
  • Responsible for daily/weekly/monthly tasks of performance and risk reporting and interaction with clients to explain and to regularly update the portfolio activity
  • Responsible for periodic investment portfolio reviews including attribution analysis & benchmarking, cash/FX management and adhering to the compliance limits
  • Analyzing and validating P&L attributions of trading books; coordinating with front office/middle office to resolve valuation related issues; and ensuring correct P&L flow-down to correct ledgers for daily/monthly regulatory reporting
  • Enrolled for courses in the current term: Probability, Portfolio Management, Statistics, Business Valuation Using Financial Statements
Evaluating investment opportunitiesStock pickingDue-diligenceValuation analysisPortfolio managementPerformance reporting+6

Motilal oswal financial services ltd

Proprietary Trader

Feb 2007 – Feb 2014 Β· 7 yrs Β· Ernakulam, Kerala, India Β· On-site

  • Trading. Used derivatives when it was not so popular. Used arbitrage, hedge strategies along with good leverage.
  • Short term trading generated cash flows.
  • That cash flow was invested in long term buy and hold approach in shares.
  • Game of wealth creation was followed by apt financial planning.
TradingDerivativesArbitrageHedge strategiesFinancial planningFinancial Planning

Education

National Institute of Securities Markets (NISM)

Master’s Degree β€” Financial engineering and Risk Managment

Jan 2015 – Jan 2016

The Chartered Institute for Securities & Investment (The CISI)

International certification in wealth and investment management β€” Certificate in Wealth & Investment Management

Jan 2016 – Jan 2016

National Institute of Securities Markets (NISM)

certificate β€” investment advisor

Jan 2015 – Jan 2016

Cochin University of Science and Technology

Engineer’s Degree β€” Information Technology

Jan 2005 – Jan 2009

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