Nikhil Khandelwal, Cfa Email & Phone Number

Mumbai, Maharashtra, India

• SEBI registered Research Analyst • Undertook diverse finance and investment research related projects• Active Profile on Upwork website. Client Recommendations and Work Profile could be found at Link - https://www.upwork.com/freelancers/~018352bd7dbc1ade47?viewMode=1• Former SEBI Registered Investment Adviser handling client’s discretionary portfolios. Managed Asset Under Advice under 50 cr• Awarded with Top 4th Equity Advisor position by CNBC Awaaz in Pro Advisory Championship

Sunrise, Florida, United States

• Developing investment portfolio of clients. Managing the equity and other fixed income products to maximize investment returns• Performing Buy, Hold and Sell decisions in line with the clients’ investment objective and constraints of the portfolios• Conducting meetings with clients and prospects. Communicating with clients about their accounts, market conditions and economic trends• Create reports on investment performance and activity. Analyzing previous investment decisions and generating key takeaways

Mumbai, Maharashtra, India

Worked as ESG Rating Analyst. Being a part of ESG Team (Industry Research – Analytical), I was responsible for Analyzing, Scoring, and Drafting research reports on Indian Companies based on proprietary in-house ESG parameters

Pune, Maharashtra, India

• Part of Energy Team. Tracking the Multi Utility Sector of Global Equities.• Performing fundamental analysis of Power, Water and Coal • Responsible for building and analyzing financial models • Performs the tasks of maintaining financial models for companies as well as updating the earnings release information

Pune, Maharashtra, India

• Day Trading of Stocks listed on NYSE, AMEX and NASDAQ • Applying various Intraday Trading Strategies using Technical Analysis

Chartered Financial Analyst

Certificate In Esg Investing

Cfa (Icfai, India)

Master Of Business Administration - Mba, Finance

Bachelor Of Engineering - Be, Electronics And Telecommunication