Kartik Soni

Associate Consultant

Mumbai, Maharashtra, India1 yr experience

Key Highlights

  • Experienced in wealth management strategies.
  • Strong analytical skills demonstrated in asset allocation.
  • Proven leadership in research roles.
Stackforce AI infers this person is a skilled professional in financial services with a focus on investment management.

Contact

LinkedIn

Skills

Other Skills

CC++LeadershipManagementMatlabMicrosoft ExcelMicrosoft OfficeMicrosoft PowerPointMicrosoft WordResearch

Experience

1 yr
Total Experience
1 yr
Average Tenure
--
Current Experience

Satco capital markets limited

Senior Research Associate

Apr 2022 – Present · 4 yrs 2 mos · Mumbai, Maharashtra, India

Soni & associates

Proprietor

Jan 2020 – Mar 2022 · 2 yrs 2 mos · Mumbai, Maharashtra, India

  • Embarked upon managing wealth for my family and close friends by deploying strategies built during my college days in IIT Dorms.

Sbi mutual fund

Alternative Investments

Jan 2019 – Jan 2020 · 1 yr · Mumbai, Maharashtra, India

Motilal oswal financial services ltd

Summer Intern

May 2016 – Jul 2016 · 2 mos · Mumbai Area, India

  • Prepared an Asset Allocation Strategy for a client company in the Clean Energy Sector.
  • The pitch included the due diligence report along with the comparables study of the sector based on firm financials, R&D and the corporate proficiency of the firms.

Education

CFA Institute

Qualified Level 3 — Investment Management

Dec 2023 – Present

Indian Institute of Technology, Delhi

Jan 2013 – Jan 2018

Pace Junior Science College , Mumbai

Secondary Diploma and Certificate

Jan 2010 – Jan 2012

Utpal Shanghvi School, Juhu (Mumbai)

High School

Jan 2007 – Jan 2010

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