Experience 12+ years across finance, trading and investment and project management domains with strong expertise in portfolio management, operations management and educational training with a degree in film-making as well.
Education & Training
BA (Hons.) (Economics), Hindu College, Delhi Univesity.
Certificate course in Film-making from New York University
Successfully cleared Series VII-Capital Markets and Series VIII- Derivatives Market certifications from National Institute of Securities Markets (NISM)
Work Experience | 134 months
23B R Infoserve
47Independent Fund Management
Team Management and Leadership
Set up smart classrooms in 4 schools with 500+ students at a budget of INR 4.6 million for providing computer education in Ghatshila, East Singhbhum district in Jharkhand.
Coordinated with the Block Development Officer(BDO) and other district administration officials to organize seminars and training workshops in Skill Development for underprivileged children in the district.
Sales & Marketing
Generated huge annual brokerage for the institutional trading desk of Centrum Broking Pvt Ltd, which included Treasury of domestic Banks, namely ICICI Bank, Bank of Baroda, HDFC Bank, domestic Insurance companies like Future Generali, HDFC Life, Bajaj Allianz and Mutual Funds like Mirae, Canara Robeco, DSP Blackrock, Motilal Oswal Asset Management
Played a key role in boosting trading desk revenues with new client acquisition and successful relationship management with existing clients
Investment & Trading Research
Generated Investment & Trading strategies by analyzing 15 different fundamental/ technical derivative parameters with strong returns potential and provided suggestions to our domestic as well as Foreign Institutional Investors (FII) which resulted in increased revenue for Centrum Broking Pvt Ltd.
Analyzed 150+ stocks on critical parameters and designed 3 trading systems based on MACD, RSI, and Moving Averages.
Generated buy/sell strategies and trading opportunities for FII clients, domestic clients, and top PE firms based on these systems.
Managed a portfolio of INR 15+ Million through Value Investing and Short Term Trades for a number of retail investors and helped these clients generate quality returns.