Kartik Patel

Kartik Patel Email and Phone Number

Hyderabad, IN
Kartik Patel's Location
Boston, Massachusetts, United States, United States
Kartik Patel's Contact Details

Kartik Patel work email

Kartik Patel personal email

n/a
About Kartik Patel

As an accomplished finance professional with a passion for continuous learning and a knack for low-risk derivative option trading, I thrive in proactively navigating the financial landscape. Simultaneously, I am embarking on an exciting new journey, channeling my expertise into building a thriving Investment business embodying my proprietary 3-step investment approach model. Eager to create new opportunities and drive success in both arenas! Lets go!

Kartik Patel's Current Company Details
Beta Trading Company

Beta Trading Company

View
Owner
Hyderabad, IN
Employees:
2
Kartik Patel Work Experience Details
  • Beta Trading Company
    Owner
    Beta Trading Company
    Hyderabad, In
  • Aditi Inc.
    Investments And Finance Manager
    Aditi Inc. May 2023 - Present
    - Head of Financial Projects | Business | Investments- Proactively manage and oversee multiple financial projects- Collaborate with investment bankers to effectively handle financial investments- Expertly handle a portfolio of stocks with small focus on derivative security trading- Immersed in small business projects, providing immediate and director-level attention- Trusted handler for business financial matters.
  • Aditi Inc.
    Investments Analyst
    Aditi Inc. Apr 2023 - Jul 2023
    ~ Conduct comprehensive financial analysis and evaluation of business investment opportunities to support informed decision-making.~ Assist in the development and implementation of investment strategies, optimizing portfolio performance and mitigating risks.~ Monitor and track the performance of investment portfolios, preparing reports and delivering presentations to director.~ Stay updated on market developments, economic indicators, and regulatory changes affecting the investment landscape.~ Collaborate with investment managers, brokers, and external partners to facilitate successful execution of investment strategies.
  • Proprietary
    Finance Analyst
    Proprietary Apr 2020 - Jan 2023
    - Measuring campaign progress against strategic plan, budget, and forecasts. Providing insightful recommendations to superiors.- Create ad-hoc and financial reports to leverage data-analysis in short-term decision making across the enterprise. - Leverage the use of Bloomberg Terminal to optimize hedging strategy and pertain the use of financial modelling and data modelling to stabilize derivative profitability. Spiked win ratio by hedging from ~40% to ~70%.- Accelerated analysis efficiency by 30%+ and slashed information risk and additional information by ~15% using proprietary model.
  • Fulphil
    Finance Analyst Internship
    Fulphil Sep 2022 - Dec 2022
    Philadelphia, Pennsylvania, Us
    - Integrated company operations to intern portfolios for superior performance valuation and goal setting.- Continually evaluated ongoing data to present to higher management. Pared data with visualizing software Tableau to inaugurate presentations and analyze integrating model created previously.
  • Kalpana Sales Depot Private Ltd.
    Finance Manager
    Kalpana Sales Depot Private Ltd. Mar 2019 - Mar 2020
    - Managed Finance, including ongoing contracts, budgets, and investment plans. Created monthly and quarterly financial reports and responded to ongoing queries, providing informative data to higher management. - Improved financial position by proposing investment strategy to capitalize on excess liquidity, produce a 16%+ ROI, and reduce tax obligations by ~12%.- Evaluated market fundamentals for real estate ancillaries. Used a suite of financial models to generate KPIs and perform cost-benefit analysis. Presented plans and executed ground level B-B and B-C trading of ~2500 real estate products.- Turned sales performance among key demographic, by increasing customer retention by 20%. Developed and led field-level HR strategy and hired two new sales employees.
  • Visaka Industries Limited
    Marketing Intern
    Visaka Industries Limited May 2018 - Jun 2018
    Secunderābād, Telangana, In
    - Paved the way for marketing success for a new product. Developed and led a survey of 112 competing dealers to determine openness to new product in a traditional market. Analyzed and synthesized findings and presented report.- Substantially uplifted business revenue by acquiring 3 new company dealers by integrating cross-platform information exchange and sharing survey ‘tap’ opportunities with marketing team.

Kartik Patel Education Details

  • University Of Massachusetts Boston Honors College
    University Of Massachusetts Boston Honors College
    Finance
  • Coventry University London
    Coventry University London
    International Marketing
  • Flame University
    Flame University
    Marketing And Economics

Frequently Asked Questions about Kartik Patel

What company does Kartik Patel work for?

Kartik Patel works for Beta Trading Company

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

Kartik Patel's current role is Owner.

What is Kartik Patel's email address?

Kartik Patel's email address is ka****@****hil.org

What schools did Kartik Patel attend?

Kartik Patel attended University Of Massachusetts Boston Honors College, Coventry University London, Flame University.

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