Paul Joseph

Paul Joseph Email and Phone Number

Wealth Management | CFA level 2 Candidate
Paul Joseph's Location
New Delhi, Delhi, India, India
About Paul Joseph

Paul Joseph is a Wealth Management | CFA level 2 Candidate.

Paul Joseph's Current Company Details

Wealth Management | CFA level 2 Candidate
Paul Joseph Work Experience Details
  • Way2Wealth Brokers Pvt. Ltd.
    Research Associate
    Way2Wealth Brokers Pvt. Ltd. May 2024 - Aug 2024
    Mumbai, Maharashtra, India
    o Making Monthly Market Outlook Report which is used across the firm and firm's clients for Monthly Market Review, Market Outlook and Investment Strategyo Conducting Fund Management meetings along with Research team on new Mutual Funds for evaluation.o Doing analytics on performance related data shared by AMCs in terms of rolling returns, alpha, Sortino and other Quantitative as well as Qualitative parameters.o Drafting mailers to be shared with Sales team on new products onboarded.o Making Client specific Mutual fund portfolio recommendation based on the risk parameters and other variables.o Creating the Model Portfolio which is used uniformly across all clients as well as creating a Existing Product deck which displays our recommended products across Mutual Funds, PMS and AIF.o Handling Quarterly Evaluation of all recommended funds and changing recommendations as required. o Creating Daily Performance Report, Daily NFO Report, and Daily Debt Quant. o Making Weekly Newsletter with updates in the Mutual Fund Industry
  • Equirus Wealth
    Products & Research Intern
    Equirus Wealth Oct 2023 - Mar 2024
    Mumbai, Maharashtra, India
    o Created a Mutual Fund Ranking Model from scratch that was used by the senior management for whitelisted related decisions. o Have worked extensively on Bloomberg, Finalyca, AceMF and VCCircle for the creation of Family Office Pitch Deck, Bank Pitch Decks and Monthly Reckoner.o Performing scoping of Non-MF Products to fill in Product gaps on the Offshore, Gift City, PMS, AIF space by liaising with asset management companies (AMCs) and doing third-party research & due diligence.o Conducting Fund Management meetings along with Products team on new products for evaluation.o Doing analytics on performance related data shared by AMCs in terms of rolling returns, alpha etc.o Drafting mailers to be shared with Sales team on new products onboarded.o Maintaining a tracker of all MF and Non-MF Products with fund details, strategy details, fund
  • The Startup Scholars
    Financial Analyst
    The Startup Scholars Jul 2022 - Oct 2023
    New Delhi, Delhi, India
    As a Financial Analyst, I worked on company valuation for Investor funding and analysing financial statements.
  • The Startup Scholars
    Sales Manager
    The Startup Scholars Oct 2021 - Sep 2023
    As a Sales Team Manager, was responsible for supervising the sales team and making weekly reports to the founders of the company.
  • The Startup Scholars
    Operations Intern
    The Startup Scholars Jul 2021 - Oct 2021
    Delhi, India
    As Operations Executive, I worked on 10+ client projects to streamline processes, research and strategy development.
  • Drachma Ase
    President
    Drachma Ase Aug 2022 - Jul 2023
  • Drachma Ase
    Vice President
    Drachma Ase Jun 2021 - Aug 2022
    Drachma is the Finance Society of Amity School of Economics. It consists of 3 pillars on which the club functions and they are:1) Events and Webinars2) Bulletin: Its the financial newsletter that was introduced so that people can understand financial news in simpler way as well as increase financial knowledge of the readers3) CFA Foundation: As Vice President, I started free classes for few interested students to complete their CFA foundation course. We provide classes and notes as part of this initiative. I also formulated a business model and have plans on creating a cash flow which could be used to further expand the CFA foundation base.
  • Jax Foundation
    National Volunteer
    Jax Foundation Feb 2023 - Apr 2023
    Noida, Uttar Pradesh, India
  • Cellium: The Entrepreneurship And Innovation Cell Of Ase
    President
    Cellium: The Entrepreneurship And Innovation Cell Of Ase Jul 2022 - Sep 2022
  • Cellium: The Entrepreneurship And Innovation Cell Of Ase
    Treasurer
    Cellium: The Entrepreneurship And Innovation Cell Of Ase Jun 2021 - Sep 2022
    Cellium is the Entrepreneurship and Innovation Cell of Amity School of Economics. We conduct and prepare webinars and startup competitions for students of Amity School of Economics. As a club, our goal is to help students to build ideas and make a change in our society.
  • Ecopedia (Economics Club Of Ase)
    Ideation Head
    Ecopedia (Economics Club Of Ase) Aug 2021 - Aug 2022
    As the Ideation Head of the club, was responsible for the creative ideas that went behind the event, webinars and other sessions which directly translated to higher retention rate of participants and creating opportunities to learn more.
  • Ase Conference
    Marketing Core Member
    Ase Conference Sep 2021 - Mar 2022
    The idea of development has evolved itself and the world today has joined hands to set its goals and targets and achieve the same. Accordingly, Sustainable Development Goals (SDG) have been set wherein all the aspects of human development are taken care of. The SDGs are specifically aimed to eliminate poverty and hunger, ensure good health and well-being, provide quality education to all, ensure gender equality, provide clean water and sanitation.I work mainly on handling LinkedIn Account and also finding new strategies of getting connections through different platforms. This includes getting papers to be presented by external researchers and academicians.
  • Viral Fission
    Campus Ambassador
    Viral Fission Jun 2021 - Jan 2022
    Delhi, India
    FISSION MARKETING LLP is a youth marketing firm with a unique hands-on approach to helping clients with all aspects of youth. We provide services in marketing, digital marketing strategy, social media marketing, branding & design, mobile marketing, and network marketing.

Paul Joseph Education Details

Frequently Asked Questions about Paul Joseph

What is Paul Joseph's role at the current company?

Paul Joseph's current role is Wealth Management | CFA level 2 Candidate.

What schools did Paul Joseph attend?

Paul Joseph attended Amity University, Lilavatibai Podar Sr Secondary School.

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