Zonal Head - Large Private Sector Corporates & Retirement Funds

Catering to Retirement Benefit Funds (Provident Funds, Pension, Gratuity and Superannuation Funds) in terms of buying & selling of securities which includes both Government & Corporate Bonds keeping in view the statutory Investment Guidelines and generating optimum returns over and above the Pay-out rate specified by the regulatory body.

* Developing relationships across hierarchy and key decision makers* Preparing investment recommendations and post investment notes, Market Valuation of Securities held in Portfolio, Assisting in seamless execution of investment process of institutional clients primarily retirement funds

Worked as a part of the Investors’ Protection Fund Secretariat of BSE Ltd., which is largely responsible for ensuring and promoting fair market practices by ways of conducting frequent events and publishing content based publications that augments investors’ awareness about the capital markets.I took up a project to find out how Systematic Investment Planning (SIP) helps investors make the most out of their money by investing lesser sums at regular intervals and thus ending up achieving financial goals early in life.