Jay Agarwal Email & Phone Number

Develop a comprehensive portfolio policy, including sector and stock allocations. Implement a stop-loss mechanism and risk management strategies. Conduct fundamental analysis to justify stock selections. Create custom performance indicators and metrics to track portfolio efficiency. Analyzed Annual Reports of Doodla Dairy Limited & Parag Milk Food LimitedAssessed financial performance, operations, and strategic initiativesExtracted key insights for decision -making or investment strategiesAnalyzed financials of Hotel Royal Orchid & Lemon Tree Hotels Company LimitedAdvised strategic Capex planning for sustainable growthResearched marketing strategies in unorganized, small marketsIdentified consumer needs and preferences in these marketsDeveloped actionable solutions for suppliers to succeed in these unique settingsCompiled detailed Cost Sheet for comprehensive cost analysisIdentified cost drivers for strategic cost control measuresAnalyzed cost implications on pricing strategies to improve decision -makingConducted sectoral analysis to build a diversified equity portfolio, optimizing stock selection based on industry trends and performance metrics.

Develop a comprehensive portfolio policy, including sector and stock allocations. Implement a stop-loss mechanism and risk management strategies. Conduct fundamental analysis to justify stock selections. Create custom performance indicators and metrics to track portfolio efficiency.Analyzed Annual Reports of Doodla Dairy Limited & Parag Milk Food LimitedAssessed financial performance, operations, and strategic initiativesExtracted key insights for decision -making or investment strategiesAnalyzed financials of Hotel Royal Orchid & Lemon Tree Hotels Company LimitedAdvised strategic Capex planning for sustainable growthResearched marketing strategies in unorganized, small marketsIdentified consumer needs and preferences in these marketsDeveloped actionable solutions for suppliers to succeed in these unique settingsCompiled detailed Cost Sheet for comprehensive cost analysisIdentified cost drivers for strategic cost control measuresAnalyzed cost implications on pricing strategies to improve decision -makingConducted sectoral analysis to build a diversified equity portfolio, optimizing stock selection based on industry trends and performance metrics.

Managed a 18,000 client portfolio, generating a 10-15% profit. Applied candlestick pattern analysis to identify market turnaround trends. Attended sessions on the currency market to deepen knowledge of market strategies.

Banglore

Conducted analysis of the Annual Reports of Doodla Dairy Limited & Parag Milk Food LimitedConducted analysis of Hotel Royal Orchid & The Lemon Tree Companies - FinanceJan 2024 - Jan 2024Analys of Marketing Techniques in the Unorganized Sector - MarketingNov 2023 - Dec 2023Cost Sheet Preparation - AccountingConducted analysis of the Annual Reports of Doodla Dairy Limited & Parag Milk Food LimitedConducted analysis of the Annual Reports of Doodla Dairy Limited & Parag Milk Food LimitedConducted analysis of Marketing Techniques in the Unorganized Sector - MarketingCost Sheet Preparation - AccountingConducted sectoral analysis to build a diversified equity portfolio, optimizing stock selection based on industry trends and performance metrics.

Pgdm( Dual Specialisation), Finance And Marketing

Bachelor Of Commerce - Bcom, Accounting

School, Commerce

Aicte, Finance And Marketing

Ca Foundation, According And Finance

CA dropout