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Deepak Gowda is listed as At Work Training for a Living | At Markets Trading for a Living | IIMT Alumnus based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Deepak Gowda.
Deepak Gowda previously worked as Training Specialist (Stock Broking and Wealth Management) at Phonepe and Mutual Funds Advisor at Phonepe. Deepak Gowda holds Post Graduate Certificate Programme In Financial Management from Indian Institute Of Management Tiruchirappalli.
Dedicated to empowering individuals with the knowledge and skills needed to navigate the complex world of wealth management, I am a passionate advocate for financial education. With a proven track record in training and development, I bring 9 years of experience in the wealth management sector to the table.
A career timeline built from the work history available for this profile.
Bengaluru, Karnataka, India
Develop and deliver training modules on stock broking, wealth management, investment strategies, and financial markets.Customize training programs to meet the specific needs of trainees, including beginners, intermediate learners, and experienced professionals.Conduct interactive workshops, seminars, and webinars covering topics such as equity trading.
Bengaluru, Karnataka, India
Conducted thorough financial assessments of clients' investment goals, risk tolerance, and time horizons to recommend suitable mutual funds.Provided personalized investment advice and created tailored investment plans to help clients achieve their financial objectives.Monitored and evaluated clients' investment portfolios regularly, making adjustments as.
Bengaluru, Karnataka, India
Contribute to the revenue of the company by sales closures.Achieve the sales targets given by the management within the given deadlineProactively engage in feedback sessions with the Managers to overcome the challenges faced. Engage the prospective buyer and the seller in a negotiation to close the dealHandle a team of 12 agents and drive monthly sales.
Bengaluru, Karnataka, India
Conduct statutory audits at the end of the financial year and file the audit report by the deadlineFile Income Tax Returns of Individual clients, NRI, HNI before the deadlineAttend IT disputes with the client at Income Tax OfficePrepare and file GST returnsMaintain books and records of the company using Tally ERPVisit GST and Income Tax offices on behalf.
In-depth understanding of research methodologies, financial analysis techniques, and regulatory requirements acquired through NISM 15.
In-depth understanding of equity research methodologies, financial modeling techniques, and valuation principles acquired through NISM 21A.
Comprehensive understanding of currency derivatives products and market dynamics. Proficient in analyzing currency market trends.
In-depth understanding of equity derivatives products, including futures, options, and swaps, acquired through NISM 8 certification..
Comprehensive knowledge of investment advisory principles, regulations, and ethical practices acquired through NISM 10A and 10B.
Comprehensive knowledge of securities market operations, risk management practices, and regulatory frameworks acquired through NISM 7.
In-depth understanding of depository operations, securities settlement, and related regulations acquired through NISM 6 certification..
Comprehensive knowledge of mutual fund structures, types, and distribution strategies acquired through NISM 5A certification. Familiarity.
Strong understanding of accounting principles, financial reporting standards, and auditing practices. Proficient in preparing financial.
Proficient in financial analysis techniques, including ratio analysis, financial modeling, and valuation methods. Strong understanding of.
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Deepak Gowda is listed as At Work Training for a Living | At Markets Trading for a Living | IIMT Alumnus.
Deepak Gowda is based in Bengaluru, Karnataka, India.
Deepak Gowda has worked for Phonepe, Nobroker.Com, and Bluesquare Management Consultants India Private Limited.
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Deepak Gowda holds Post Graduate Certificate Programme In Financial Management from Indian Institute Of Management Tiruchirappalli.
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