Jacob Mathew

Jacob Mathew Email and Phone Number

Senior Officer - Operations, Demat and Trading @ TRINITY FINVEST
Ernakulam, KL, IN
Jacob Mathew's Location
Ernakulam, Kerala, India, India
About Jacob Mathew

As a Digital Marketer with a strong foundation in the finance industry, I specialize in driving financial growth through innovative marketing strategies. With experience in share trading, wealth management, and financial planning, I combine my financial expertise with a deep understanding of digital marketing to create data-driven, results-oriented campaigns.My expertise spans across Financial Growth Marketing, Digital Strategy, Content Marketing, and Data Analytics, allowing me to develop tailored solutions that maximize ROI. I am particularly passionate about Financial Services Marketing, Investment Marketing, and helping businesses navigate the complexities of Regulatory Compliance.Whether it's building brands in the finance sector, enhancing customer engagement, or generating measurable financial results, my goal is to help organizations thrive in an ever-evolving digital landscape. With a focus on Wealth Management and Financial Planning, I am committed to delivering strategic marketing initiatives that drive long-term growth and success.Let's connect if you're interested in exploring how I can help elevate your business with a combination of marketing innovation and financial insight.

Jacob Mathew's Current Company Details
TRINITY FINVEST

Trinity Finvest

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Senior Officer - Operations, Demat and Trading
Ernakulam, KL, IN
Employees:
9
Jacob Mathew Work Experience Details
  • Trinity Finvest
    Senior Officer - Operations, Demat And Trading
    Trinity Finvest
    Ernakulam, Kl, In
  • Cochin Stock Brokers Limited
    Officer
    Cochin Stock Brokers Limited May 2022 - Present
    Ernakulam, Kerala, India
    As an Officer at Cochin Stock Brokers Limited, I am responsible for overseeing key operations in the financial markets, ensuring seamless execution of stock trading and investment processes for clients. My role involves managing day-to-day activities related to client account handling, order execution, and providing tailored financial advice in line with market trends and investment strategies.Key Responsibilities:- Executing stock market transactions and managing client portfolios with a focus on maximizing returns and minimizing risks.- Analyzing financial data and market trends to offer informed advice and optimize investment strategies.- Providing exceptional customer service and building long-term relationships with clients by understanding their financial goals and risk profiles.- Collaborating with internal teams to ensure compliance with industry regulations and company policies, maintaining the highest standards of financial integrity and transparency.- Contributing to business growth through effective lead generation and client acquisition strategies in a highly competitive market.My role at Cochin Stock Brokers Limited has allowed me to deepen my expertise in wealth management, financial markets, and compliance, while continuously improving my skills in client acquisition and relationship management.
  • Self-Employed
    Investor
    Self-Employed Jan 2012 - Present
    As a self-employed stock market investor, I have spent over a decade navigating the complexities of financial markets, making strategic investment decisions in equities, commodities, and other financial instruments. My approach combines in-depth market analysis, risk management, and a long-term investment strategy focused on maximizing returns while minimizing exposure to volatility.Key Responsibilities:- Conducting thorough research and analysis of market trends, company performance, and economic indicators to identify profitable investment opportunities.- Building and managing a diverse portfolio of stocks, bonds, and alternative investments to balance risk and reward effectively.- Developing and implementing both short-term and long-term investment strategies based on market conditions, financial goals, and risk tolerance.- Leveraging technical and fundamental analysis to make data-driven investment decisions and optimize portfolio performance.- Continuously staying updated with global economic shifts, financial news, and emerging markets to make informed investment choices.- Practicing disciplined risk management and portfolio diversification to ensure sustainable returns.Over the years, I’ve honed my expertise in both passive and active investing, with a strong focus on wealth preservation and capital growth. My experience as an independent investor has also strengthened my ability to assess market dynamics, make timely decisions, and adjust strategies as needed.
  • Self-Employed
    Share Trader
    Self-Employed Mar 2011 - Present
    As a self-employed share trader, I have dedicated over 13 years to analyzing market trends, executing trades, and managing a diverse portfolio of equities. My approach is rooted in technical analysis, market research, and risk management, allowing me to capitalize on market fluctuations and achieve consistent returns. I specialize in identifying short-term and long-term investment opportunities across various sectors and asset classes.Key Responsibilities:- Conducting daily market research and technical analysis to identify potential buy and sell opportunities in equities and related financial instruments.- Monitoring real-time stock price movements, financial news, and market conditions to make timely and informed trading decisions.- Managing risk through effective stop-loss strategies, portfolio diversification, and continuous portfolio performance reviews.- Developing and executing both day trading and swing trading strategies, leveraging technical indicators, chart patterns, and market sentiment.- Maintaining an in-depth understanding of global economic trends, industry news, and geopolitical factors affecting stock markets.- Using trading platforms and tools to track performance, analyze data, and optimize trading strategies.- Staying updated on regulatory changes and market developments to ensure compliance and minimize risk exposure.Throughout my journey as a share trader, I’ve cultivated a strong skill set in market analysis, timing, and disciplined trading, while building a deep understanding of market psychology and investor behavior. This experience has not only sharpened my decision-making abilities but has also strengthened my ability to adapt quickly to changing market conditions.

Jacob Mathew Education Details

Frequently Asked Questions about Jacob Mathew

What company does Jacob Mathew work for?

Jacob Mathew works for Trinity Finvest

What is Jacob Mathew's role at the current company?

Jacob Mathew's current role is Senior Officer - Operations, Demat and Trading.

What schools did Jacob Mathew attend?

Jacob Mathew attended Cda Academy, Guvi Iit Madras, Kochi Business School - India, M.g University Kottayam.

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