• Allocated securities to meet client's tactical/strategic asset allocation guidelines and objectives by trimming/adding positions in domestic & international equity, fixed income and alternatives• Meeting investment objectives and risk premises to best of capabilities while maximizing returns• Study trends in the economy and business, such as interest rates and stock values, which will positively or negatively affect the value of a client’s investments.• Performing valuation analysis on a wide range of public and private entities within various industries using valuations models like DDM, DCF and Relative Valuations etc. to arrive at Fundamental/Intrinsic Value of Security. • Applying Technical Analysis over securities to determine the best entry & exit point.• Assisting in preparing and presenting the results of our analysis in a clear and concise manner.• Evaluate the performance of a client’s investments, such as stocks and bonds, and make recommendations to help these clients improve post tax return• Entrusted with the responsibility of executing trades based on personal research of investment instruments consisting of fixed income, direct equities, Mutual funds etc.• Generate reports regarding investment values, performances and trends and present this material to clients on a regular basis

• Generating the calls on the basis of Technical & Fundamental Analysis of securities