My role involves:Screening stocks and performing technical and fundamental research on them.Research of various other investment products like debt, mutual funds etc.Analysing PMS and wealth management agencies to invest in.Analysis of private equity and startup deals. Evaluating new business verticals to expand internationally. Accounting and evaluating current investments.

My scope of work was to screen and analyze SME and Main-board companies and debt securities.

Fields of work.1) Financing - Home loans, Mortgage loans, Cash credit, and Business loans are the products in which I have worked. My duty was to analyze clients' and clients' business financials to suggest them for what EMI amount they should go for at the current stage and then arrange the client's loan file and do the loan procedure with the bank.2) Insurance Advisor - Worked in Health and Life insurance segment. My work was to analyze the client's income, and family member's… Show more Fields of work.1) Financing - Home loans, Mortgage loans, Cash credit, and Business loans are the products in which I have worked. My duty was to analyze clients' and clients' business financials to suggest them for what EMI amount they should go for at the current stage and then arrange the client's loan file and do the loan procedure with the bank.2) Insurance Advisor - Worked in Health and Life insurance segment. My work was to analyze the client's income, and family member's health status and as per the risk appetite suggest them the best life and health insurance plan and for which company they should go for, and for how much sum insured. I also got a client to make a health insurance claim as the agent refused to take matters into his hands.3) Company Incorporation - Worked as an assistant for the incorporation of the company doing all the paperwork. Show less