Nirav Karkera

Co-Founder

Mumbai, India12 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in multi-asset investment strategies.
Proven track record in fund management and research.
Strong background in macroeconomic analysis.

Stackforce AI infers this person is a Fintech expert with a focus on investment research and fund management.

Contact

Skills

Core Skills

Fund ManagementResearchCredit AnalysisEntrepreneurship

Other Skills

Global & Domestic MacroeconomicsDomestic Equity Capital MarketsFixed Income MarketsProduct ResearchFund Manager SelectionEquity Technical AnalysisPortfolio DevelopmentPublicationsAsset AllocationEquity AnalysisEconomic ResearchCredit ResearchFinancial ModelingMacro-analysisWeb Development

About

As the Head of Research at Fisdom, a leading fintech platform for wealth management, I lead a team of analysts and portfolio managers who provide insights, recommendations, and solutions on various asset classes, products, and markets. With almost a decade of experience in the financial sector, I have a strong background in global and domestic macroeconomics, equity and fixed income markets, product research and fund manager selection, and credit analytics and ratings. My mission is to deliver high-quality and actionable research that enables our clients to make informed and smart investment decisions, and to develop and maintain optimal asset and product allocation strategies that suit their needs and goals. My span of control also includes equity technical and fundamental analysis to provide positional, intraday, and derivatives strategies for retail investors. I am passionate about numbers, behavior, words, and everything in between, and I constantly seek to learn, grow, and innovate in the dynamic and evolving field of finance.

Experience

Fisdom

2 roles

Head of Research, Fund Manager (PMS)

Promoted

Aug 2018 – Present · 7 yrs 7 mos

Founding Team @ Fisdom
x - 10x
Fintech | Private Wealth | Retail Broking
A. Research
i. Global & Domestic Macroeconomics
ii. Domestic Equity Capital Markets, Fixed Income Markets
iii. Product Research and Fund Manager Selection - Mutual Funds, PMS, AIF
iv. Coverage on direct equities, bonds and structured products.
v. Equity Technical Analysis (Positional/Intraday/BTST/Derivatives Strategy for Retail) + Fundamental analysis support
vi. Equity and Multi-Asset Fund Management for Fisdom Model Portfolios
B. Fund Management, Principal Officer
i. DPMS Fund Management (FoF Strategies)
C. Portfolios
i. Development and maintenance of asset and product allocation strategies.
ii. Development of decision and logic matrices incidental to portfolio development.
iii. Development, rebalancing and reconstitution of model portfolios - need-based and thematic
iv. Curated portfolio strategies and contextual multi-product + multi-asset portfolio reviews.
D. Publications
i. Frequency-based and event-driven coverage reports on macroeconomic and headline capital market developments.
ii. Product and portfolio research collaterals
iii. Strategic research collaterals and communications.

Global & Domestic MacroeconomicsDomestic Equity Capital MarketsFixed Income MarketsProduct ResearchFund Manager SelectionEquity Technical Analysis+4

Research Associate

Aug 2016 – Aug 2018 · 2 yrs

0 - 1: Managed Product Research, Portfolio Strategies, Publications

Masters' union

Master Mentor

May 2016 – Present · 9 yrs 10 mos

May'23 Onwards | Providing mentorship to students across undergraduate, post-graduate and Executive Post-graduate programmes

Crisil limited

Associate | Corporate Credit Ratings (Global Analytical Centre | S&P Global)

Jul 2015 – Jul 2016 · 1 yr · CRISIL House, Mumbai

Global Analytical Center (S&P Global) | U.S. Oil & Gas, Chemicals credit ratings
Credit research, analysis & ratings, rating reports, macro-analysis & forecast, financial modeling

Credit ResearchFinancial ModelingMacro-analysisCredit Analysis

Getwebbed.in

Founder

Nov 2013 – Apr 2015 · 1 yr 5 mos · India

Turnkey web projects | Web & graphic designing | Webpage and mobile app (android & iOS) development | Online reputation management | Digital competition consultancy | SEO, SEM, SMO, SMM consultancy & services

Web DevelopmentGraphic DesigningSEODigital MarketingEntrepreneurship