Ishan Nema

Business Development Executive

India0 mo experience

Key Highlights

7+ years in investment and portfolio management
Managed ₹4+ Cr AUM with consistent returns
NISM Certified Research Analyst seeking UAE opportunities

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

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Skills

Core Skills

Portfolio ManagementEquity ResearchTax AdvisoryTax Planning

Other Skills

ValuationFinancial ModelingCapital MarketsAsset AllocationRisk Management StrategiesClient Investment AdvisoryRisk ManagementDirect TaxationIndirect TaxationGoods and Services Tax (GST)Tax AuditsIncome TaxDerivatives TradingFundamental AnalysisTechnical Analysis

About

Investment and Portfolio Management professional with 7+ years of experience in equity research, portfolio construction, and capital markets.Currently managing ₹4+ Cr AUM across diversified equity and mutual fund portfolios for 90+ HNI and retail investors through Investify Consultancy.Core expertise includes financial modeling, equity valuation (DCF, relative valuation), portfolio optimization, asset allocation strategies, and macro-driven investment analysis.Experienced in identifying alpha-generating opportunities through fundamental research, sector analysis, and data-driven investment frameworks while maintaining disciplined risk management.Strong exposure to: Equity Research Valuation Portfolio Management Financial Modeling Capital Markets Asset Allocation Risk Management Strategies Client Investment Advisory NISM Certified Research Analyst actively seeking opportunities in Investment Analysis, Equity Research, or Asset Management within the UAE financial services sector.

Experience

0 mo

Total Experience

Average Tenure

Current Experience

Investify consultancy

Portfolio & Investment Analysis

Nov 2017 – Present · 8 yrs 5 mos · Jabalpur, Madhya Pradesh, India · On-site

Portfolio & Investment Analyst
2017 – Present
Managing ₹4+ Cr Assets Under Management (AUM) across diversified equity and mutual fund portfolios for 90+ HNI and retail investors.
Conduct fundamental equity research including financial statement analysis, sector screening.
Designed asset allocation and portfolio construction strategies aimed at optimizing risk-adjusted returns.
Developed derivatives-based hedging strategies to reduce downside volatility and manage portfolio drawdowns.
Advised clients on portfolio diversification, risk management, and long-term investment strategies.
Generated average portfolio returns of approximately 10–12% annually through disciplined equity research and asset allocation strategies.