Services
Priority DM . a day reply
Investment Advice and education. Personal guidance
Personal guidance on investment management
Video meeting . 30 mins
1:1 Consultation
Investment advisory in Financial Markets.
Video meeting . 30 mins
Video meeting . 15 mins
Video meeting . 30 mins
Investment advise, Financial Markets Education
Investment Advice and education. Financial markets education
Video meeting . 30 mins
Priority DM . a day reply
Ask me anything
Anything and everything about Investing& Financial markets
Priority DM . a day reply
About me
My work has included analyzing balance sheet information, conducting fundamental and technical analysis to devise appropriate investment strategies. In addition, as a part of my work profile and my coursework, I worked on projects that entailed the utilization of a variety of software tools that include intermediate use of Excel, and proprietary report-writing software.
In my last held position as Portfolio Manager at IndusInd Bank Ltd, I was primarily responsible for Managing Portfolio of Ultra HNI’s and Corporates across Mutual Funds, Debt, Banking-Accounts and other Alternative Investments. I also conducted portfolio rebalancing and analysis .The other key role that I performed is to create and maintain investment portfolios and to provide timely services to the clients. I have comprehensive knowledge of financial and business analysis techniques, and extensive knowledge of pricing securities and assets, and advising clients and the top level management. This work enabled me to take advantage of my financial analysis skills, my ability to interact with senior managers in the research division of the company, my ability to think strategically and anticipate the future needs of the company and of the clients, and my skills to develop and deliver succinct presentations.
Key Skills :-
1. Stock Market Trading .
2. Technical Analysis .
3. Investment Management .
4. Trading Strategies.
5. Client Relationship Management
6. Investor Relations and Presentation.
7. MS Suite
8. Portfolio Analysis
9. Corporate Presentations
10. Fundamental Analysis.
11. Risk Management
12. Team Handling
13. Conflict Management