Jun 2022 – Apr 2024 · 1 yr 10 mos · Mumbai, Maharashtra, India

Aug 2018 – Jun 2022 · 3 yrs 10 mos

• Based on economic analysis ( based on parameters like Balance of Payments, growth Inflation dynamics, fiscal deficit etc.) and market outlook decide on overall equity strategy along with the head of research.
• Prepare various strategy reports along with my team members including budget reports, monetary policy reports, and other strategy reports.
• Work with a team of five analysts who are reporting to me across various sectors. I work closely with the analysts in order to generate stock ideas which involves in depth financial modeling and forecasting.
• Construct and run the platinum advisory portfolios in consultation with the head of research. My key responsibility is to decide on overall portfolio allocation strategy across sectors and market capitalization based on which I have to generate ideas along with my team for inclusion in the portfolios.
• Conduct training programs for sales team and webinars and conference for clients. Prepare write ups and articles for media communication.
• Liaison with fund houses and interact with MF and PMS fund managers for providing support to the product and sales team.

Aug 2018 – Jun 2022 · 3 yrs 10 mos

Dec 2010 – Aug 2018 · 7 yrs 8 mos · Mumbai Area, India

• AVP Equities overseeing a gamut of equity products including Equity advisory, Equity MF and Equity F&O. Also instrumental in deciding on overall strategy and asset allocation.
• Come out with strategic and tactical calls on broader markets, funds/sectors/stocks based on key events. Based on broader Economic parameters and market outlook decide on the monthly product strategy along with rest of the product team. Prepare weekly, monthly strategy reports and other reports on an ad hoc basis.
• Decide on the overall asset allocation for various client profiles along with debt analyst and head of advisory.
• Drive the equity advisory business. Track companies across sectors and market caps and come out with stock ideas for investment purpose based on fundamentals. Stocks are selected based on industry outlook and fundamentals of the companies based on various valuation parameters like earnings multiples, balance sheet strength, cash flow analysis.
• Construct and run advisory model portfolio consisting of 25-35 stocks with a large cap bias from the investment universe with a view to outperform the benchmark Nifty by 15%.
• Drive the MF advisory business. Track and select equity MF schemes (both India onshore and international funds) for recommendations based on superior risk adjusted returns as measure by mean returns, volatility, and Information ratio. Liaison with both fund houses and internal sales team and run campaigns in order to drive business.
• Interact with the sales team and Investment Councilor on a regular basis to ensure proper communication of equity strategy as well as key investment ideas/themes. As part of my job responsibility I am required to interact with all key clients on a regular basis.

Feb 2010 – Nov 2010 · 9 mos · Mumbai Area, India

• Track companies across multiple sectors and market caps and construct financial models for projections and prepare report on stocks for investment purpose
• Construct and run three model portfolios (Aggressive, Moderate and Conservative) in consultation with the rest of the research team
• Being the senior most member of the research team one of my primary responsibility was to guide other team members in constructing financial models for companies across sectors including Infrastructure and Capital Goods
• Prepare write ups and articles for media communication. Appeared many times in Economic Times
• Liaison with the sales team and help them in client acquisition and retention

Jun 2008 – Feb 2010 · 1 yr 8 mos · Mumbai Area, India

• Assist the fund manager in managing PMS portfolio of more than INR 2500 million. Major area of responsibility was to track companies across multiple sectors including Infrastructure, Oil & Gas and IT sector and take buy/sell calls on sectors/stocks based on the analysis
• Prepare monthly reports for both PMS as well as wealth management clients and other reports on an ad hoc basis
• As part of the portfolio advisory team I had to liaison with the sales team and help them in client acquisition and retention

Nov 2005 – Jun 2008 · 2 yrs 7 mos · Mumbai Area, India

• Construct and run model portfolio for both aggressive and conservative profiles based on internal analysis on sectors and stocks
• Understand market dynamics and select sectors and stocks for portfolio from sectors covered. Cover multiple sectors including Capital Goods, Infrastructure, IT and Oil & Gas sector in depth, which included preparing financial models and projections and preparing reports with buy/sell recommendations.
• Prepare monthly strategy report and magazine for the PBG desk. Advising the sales team on restructuring and constructing fresh equity portfolios for clients. Interacting and advising clients on their direct equities portfolios

Mar 2005 – Sep 2005 · 6 mos · Mumbai Area, India

• Understand the dynamics of the Technology industry
• Identify potential growth stocks based on the industry dynamics
• Prepare financial models and projections to arrive at a target price for companies covered. Prepare reports on companies and brief the marketing team on the company.

Jul 2001 – Dec 2002 · 1 yr 5 mos

• SAP HR Module