Akash Gereja

Founder

Mumbai, Maharashtra, India7 yrs experience

Key Highlights

Over 7 years in financial services industry
Founder of a financial advisory firm
Expertise in investment strategies for high-net-worth clients

Stackforce AI infers this person is a Financial Services expert with a focus on investment advisory and portfolio management.

Contact

Skills

Core Skills

Portfolio ManagementInvestment StrategyTradingSales ManagementSales Support

Other Skills

securitiesvaluationdata analyticsfinancial modelingmarket researchtechnical analysisfundamental analysisrisk managementtrade executionsalescustomer engagementnegotiationrelationship buildinglead generationclient communication

About

With over 7 years of experience in the financial services industry, I specialize in investment advisory, portfolio management, and market analysis. After progressing through key roles at Lodha Group and Fidelity, where I honed my skills in sales, equity analysis, and client management, I founded my own financial advisory firm. I focus on providing tailored strategies for high-net-worth individuals and businesses, helping them navigate global markets and make informed investment decisions. My expertise spans equities, Forex, private equity, and real estate, with a strong emphasis on risk management, financial modeling, and maximizing returns. As a passionate founder, I am committed to guiding clients toward long-term financial growth and success with personalized, results-driven solutions.

Experience

Sinaedge info services

Managing Partner & Founder

Aug 2024 – Present · 1 yr 7 mos · Trenton, New Jersey, United States · Remote

Fidelity international

Associate

Aug 2023 – Jun 2024 · 10 mos · Remote

Gained in-depth knowledge through coursework in securities, valuation, and data analytics, applying these principles in real-world scenarios.
Applied knowledge in securities, valuation, and data analytics to manage an equity portfolio of mid- and small-cap companies.
Developed investment theses, built financial models, and conducted market research.
Strengthened skills in portfolio management and investment strategy, gaining hands-on experience in financial markets.

securitiesvaluationdata analyticsportfolio managementinvestment strategyfinancial modeling+1

Self-employed

Forex and Equity Trader

Aug 2020 – Jan 2023 · 2 yrs 5 mos

Passionate and results-driven trader with expertise in technical and fundamental analysis, focusing on high-probability opportunities across Forex, equities, and indices. Experienced in risk management, disciplined trade execution, and capital preservation.
Constantly refining strategies to adapt to evolving market conditions. A firm believer in patience, consistency, and emotional control as keys to long-term success. Always exploring new tools and insights to stay ahead and open to connecting with like-minded professionals to exchange knowledge and opportunities.

technical analysisfundamental analysisrisk managementtrade executiontrading

Lodha group

2 roles

Senior Sales Executive

Promoted

Jul 2018 – Feb 2020 · 1 yr 7 mos · Mumbai, Maharashtra, India

Managed direct sales for key Lodha Group projects in Western Mumbai and South Mumbai, including Lodha Fiorenza, Lodha The Park, and Lodha World Towers.
Engaged with customers to understand their requirements and provided them with tailored solutions.
Contributed to achieving sales targets through effective negotiations and relationship building.

salescustomer engagementnegotiationrelationship buildingsales management

Pre Sale Executive

Dec 2017 – Jun 2018 · 6 mos · Mumbai, Maharashtra, India

Generated and managed leads for various Lodha Group projects across Western, Central, and South Mumbai.
Supported the sales team in reaching potential clients and driving project awareness.
Ensured seamless communication between prospective clients and sales teams.

lead generationclient communicationsales support