Aug 2025 – Present · 7 mos · Delhi, India · On-site

Jan 2025 – Present · 1 yr 2 mos · Greater Delhi Area · On-site

• Investment advisor with more than 12 years of niche experience in the domain of financial markets, investments and financial services. My expertise lies in stock market advisory and educational advice for investors .

Nov 2024 – Present · 1 yr 4 mos

Oct 2024 – Present · 1 yr 5 mos

Sep 2023 – Present · 2 yrs 6 mos · Greater Delhi Area · Hybrid

• As an independent Investment Professional , I play a pivotal role in managing clients investment portfolios and executing trades within the financial markets. My expertise directly impact clients financial success, and my ability to navigate the complexities of stock trading is crucial.
• Responsibilities :
• 1. Providing Accurate Investment Advice:
• Offer precise and informed investment recommendations to clients based on their risk tolerance, financial goals, and market conditions.
• Analyse stocks and other securities to identify optimal investment opportunities.
• 2. Evaluating Financial Reports:
• Thoroughly assess financial reports, company performance,and market trends to inform investment decisions.
• Stay updated on economic indicators, corporate earnings, and industry news.
• 3. Managing Clients Investment Portfolios:
• Monitor and adjust clients portfolios to align with their objectives and risk profiles.
• Implement changes in investment strategies as market conditions evolve.
• 4. Client Relationship Management:
• Regularly communicate portfolio updates, performance, and investment opportunities.
• Foster strong relationships with clients,understanding their unique needs and preferences.
• 5. Adapt to Market Conditions:
• Make real-time decisions based on market fluctuations, news events, and economic shifts.
• Optimize trading strategies to maximise returns while managing risk .

Aug 2018 – Aug 2022 · 4 yrs · Delhi

Apr 2016 – Oct 2016 · 6 mos · New Delhi Area, India

• "Managed Portfolio of Ultra HNI’s and Corporates across Mutual Funds, Debt, Banking-Accounts and other Alternative Investments.
• Analysed financial reports for suggesting potential venues for equity and debt investments.
• Maintained the Book size of branch by acquiring new-to-bank relationships across Investments-Accounts, Business-Accounts, Trade & Remittances.
• Ensured policies and procedures are followed as per the compliance matrix, thereby suggesting areas for improvement and minimising operational losses.
• Ensure timely processing of customer requests keeping in mind AML and KYC norms.
• Monitored NRI clients’ portfolio performance, conducted profitability analysis and provided sustained advisory services for securing high ROI.

Mar 2014 – Mar 2015 · 1 yr · New Delhi Area, India

• Devising investment strategies (Value investing, Top-Down investing and Bottom-up investing and Event driven Strategies) for clients under equity and derivatives segment.
• Preparing and Giving Investments Presentation to Clients.
• Generating medium to long term investment proposals using fundamental and technical analysis.
• Analyzing financial information and balance sheets to deliver accurate assessments of industries and leading stocks on the BSE and NSE.
• Reviewing investment portfolios and re balanced them periodically.

Feb 2012 – Sep 2012 · 7 mos · New Delhi Area, India

• Acquire and Manage investment portfolios of HNIs and Corporate clientele.
• Propose financial plan for clients based upon their need and requirement.
• . Portfolio Rebalancing for Risk Diversification.

Jan 2010 – Jan 2012 · 2 yrs · New Delhi Area, India

• Acquired HNIS and Corporate Clients.
• Preparing Investment reports and Giving Presentations to Clients.
• Make Stock Recommendations for Portfolios.
• Marketing of financial instruments such as mutual funds, PMS and Commodities.

Jun 2008 – Dec 2009 · 1 yr 6 mos · New Delhi Area, India

• Acquired HNIS and Corporate Clients.
• . Preparing Sales Pitch and Giving Investments Presentation.
• Responsible for active Portfolio management and Investment advisory.

Mar 2007 – Jun 2008 · 1 yr 3 mos · New Delhi Area, India

• Acquisition of HNI’S and Corporate Clients.
• Managing and Handling Priority Client’s Portfolios.
• Equity and Mutual Fund Research.
• Portfolio and Client Management.
• Preparation of Monthly MIS.