D

Dinesh Kumar S

Business Development Executive

Bengaluru, Karnataka, India5 yrs experience
Most Likely To Switch

Key Highlights

  • CFA Level 1 and multiple NISM certifications.
  • Experience in investment analysis and portfolio management.
  • Passionate about enhancing FinTech and investment analysis skills.
Stackforce AI infers this person is a Fintech professional with strong investment analysis and portfolio management skills.

Contact

Skills

Core Skills

Investment AnalysisPortfolio ManagementWealth Management

Other Skills

Asset AllocationInvestment ProductsInvestmentsFinancial PlanningPortfolio Performance AnalysisFundamental AnalysisMutual FundsEquity DerivativesCommunicationHuman Life ValuationFinancial AnalysisMicrosoft ExcelAccountingEconomicsTableau

About

Dinesh is a Master of Financial Technology graduate from Mumbai University, who is passionate about applying his knowledge and skills in investment analysis and portfolio management. He has cleared CFA Level 1, CFA Investment Foundations and holds multiple series of NISM certifications in Research Analyst, Equity Derivatives, and Mutual Fund Distribution. As an Investment Analyst at Mirabilis Investment Trust, he supports the portfolio management team in conducting research analysis of various investment products to achieve the asset allocation target of the Family Office across Equity, Fixed Income & Alternative investments. He also helps individual investors understand their future financial needs, define their investment goals, and help them make informed decisions. He is always eager to learn new tools and techniques to enhance his FinTech and investment analysis capabilities.

Experience

5 yrs
Total Experience
2 yrs 6 mos
Average Tenure
2 yrs 7 mos
Current Experience

Mirabilis investment trust

Investment Analyst

Oct 2023Present · 2 yrs 7 mos · Bengaluru, Karnataka, India · On-site

Asset AllocationInvestment ProductsInvestment AnalysisPortfolio Management

Cashrich

5 roles

Senior Research Analyst

Promoted

Jan 2023Oct 2023 · 9 mos

Wealth ManagementInvestmentsFinancial PlanningInvestment Analysis

Research Analyst

Apr 2021Dec 2022 · 1 yr 8 mos

Research Analyst intern

Jan 2021Mar 2021 · 2 mos

Asset AllocationPortfolio Performance AnalysisFundamental AnalysisMutual FundsEquity DerivativesInvestment Analysis+1

Business Development Intern

Oct 2020Dec 2020 · 2 mos

CommunicationMutual Funds

FinTech intern

May 2020Sep 2020 · 4 mos

Mutual Funds

Icici prudential life insurance company limited

Summer Intern

Dec 2018Apr 2019 · 4 mos · Vellore Area, India

CommunicationHuman Life Valuation

Education

Vellore Institute of Technology

Bachelor of Business Administration - BBA — Finance

Jan 2016Jan 2019

University of Mumbai

Master of Financial Technology

Jan 2019Jan 2021

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