Bilal Patel

Bilal Patel Email and Phone Number

CFA Level 1 Candidate | NISM Series 8 Equity Derivatives| Equity Reasearch | Derivatives | Fixed Income | Corporate Finance | Financial statment | Mutual Funds
Bilal Patel's Location
Mumbai, Maharashtra, India, India
About Bilal Patel

Bilal Patel is a CFA Level 1 Candidate | NISM Series 8 Equity Derivatives| Equity Reasearch | Derivatives | Fixed Income | Corporate Finance | Financial statment | Mutual Funds.

Bilal Patel's Current Company Details

CFA Level 1 Candidate | NISM Series 8 Equity Derivatives| Equity Reasearch | Derivatives | Fixed Income | Corporate Finance | Financial statment | Mutual Funds
Bilal Patel Work Experience Details
  • Epitome Wealth Pvt Ltd
    Management Trainee
    Epitome Wealth Pvt Ltd Mar 2024 - Jul 2024
    Mumbai, Maharashtra, India
     Stock Analysis: Conducted comprehensive stock analysis, including valuation and trend assessment, conducted research on individual stock as per there fundamentals. Market Update: Prepared daily market updates at the end of market hours, highlighting top gainers and losers.Curated and summarized top business news impacting financial markets.  Mutual Fund’s: Provided mutual fund recommendation based on client objective and risk profiles. Analyzing Mutual fund based on risk… Show more  Stock Analysis: Conducted comprehensive stock analysis, including valuation and trend assessment, conducted research on individual stock as per there fundamentals. Market Update: Prepared daily market updates at the end of market hours, highlighting top gainers and losers.Curated and summarized top business news impacting financial markets.  Mutual Fund’s: Provided mutual fund recommendation based on client objective and risk profiles. Analyzing Mutual fund based on risk adjusted ratio. Ratio Analysis: Performed ratio analysis to evaluate financial health and investment potential of various securities Show less

Bilal Patel Education Details

Frequently Asked Questions about Bilal Patel

What is Bilal Patel's role at the current company?

Bilal Patel's current role is CFA Level 1 Candidate | NISM Series 8 Equity Derivatives| Equity Reasearch | Derivatives | Fixed Income | Corporate Finance | Financial statment | Mutual Funds.

What schools did Bilal Patel attend?

Bilal Patel attended University Of Mumbai, University Of Mumbai, Cfa Level 1 Candidate.

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