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Palak Narula Email & Phone Number

Specialist - Investment Research at Mercer | Financial Advisor | Investment Research | Equity & FNO Trader at Mercer
Location: New Delhi, Delhi, India 11 work roles 2 schools
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Current company
Role
Specialist - Investment Research at Mercer | Financial Advisor | Investment Research | Equity & FNO Trader
Location
New Delhi, Delhi, India
Company size

Who is Palak Narula? Overview

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Palak Narula is listed as Specialist - Investment Research at Mercer | Financial Advisor | Investment Research | Equity & FNO Trader at Mercer, a company with 22255 employees, based in New Delhi, Delhi, India. AeroLeads shows a matched LinkedIn profile for Palak Narula.

Palak Narula previously worked as Specialist - Investment Research at Mercer and Equity Trader at Self-Employed. Palak Narula holds Bachelor Of Management Studies (Bms), Finance, 7.74 from Deen Dayal Upadhyaya College.

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Mercer

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Profile bio

About Palak Narula

• Committed and passionate about stock market with the ability to give meticulous attention to small details and think laterally.• +4 years of experience in financial research and advisory with proficiency in portfolio management, financial modeling, option trading strategies and fundamental & technical analysis in stock market.• Versatile with learn-it-all outlook and curious on being thrown into new and challenging problems to obtain results and solutions.

Current workplace

Palak Narula's current company

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Mercer
Mercer
Specialist - Investment Research at Mercer | Financial Advisor | Investment Research | Equity & FNO Trader
new york, new york, united states
Website
Employees
22255
AeroLeads page
11 roles

Palak Narula work experience

A career timeline built from the work history available for this profile.

Specialist - Investment Research

Current

Noida, Uttar Pradesh, India

- Working closely with the Investment Managers. Delivering comprehensive reports for Wealth Management clients and supporting related functions.- Focusing on aspects of Institutional Investing, including data collection and analysis, Investment Strategies Research and related Investment Consulting support functions.- Daily work management and execution of.

Dec 2023 - Present

Equity Trader

Self-Employed

Trading in Cash and F&O segment- Discretionary trading: Intraday, Swing and Positional- Use of Price Action techniques and indicators like EMA and RSI- Using Technical and Fundamental analysis- Conducting and improving risk management techniques to increase profitability and managing behavioral biases

Jan 2021 - Feb 2024

Senior Investment Manager

Gurgaon

- Managed investment portfolios of 200+ clients with an AUM of +20 Cr.- Created customized investment portfolio based on financial planning and goals with short-, medium- and long-term objectives- Provided exceptional financial advice on investment and personal finance matters to clients

May 2023 - Sep 2023

Mutual Fund Analyst

Noida, Uttar Pradesh, India

- Processing and analysing data and trends. Creating insightful content- Blend of research and writing about mutual funds and personal finance topics

Dec 2022 - May 2023

Financial Analyst

Delhi, India

- Stock analysis in Indian and U.S.A. Equity Market considering valuation measures- Periodic mutual funds comparative analysis- Financial analysis of a company in hospitality & auto sector under the mentorship of Integra’s Director - Part of Investment Advisory team for Hero Cycles Ltd. under the mentorship of Integra’s Director- Periodic portfolio reviews.

Jul 2020 - Dec 2022

Finance Intern

Delhi, India

- Stock analysis in Indian Equity Market considering valuation measures- Analysed mutual funds- Rebalanced mutual fund portfolios of clients

Dec 2019 - Mar 2020

Project Head

Engaged in projects like 'Alankaran' and 'Arij', which aims to set up a source of livelihood for an underprivileged community

Aug 2018 - Aug 2019

Member

Learned Social Entrepreneurship, Market Research, Field study, Business presentations, Sales

Aug 2017 - Jul 2018

Volunteer

Created social awareness among the underprivileged children through "Alternative Education"

Nov 2017 - Apr 2018

Finance Trainee

Gained an insight into Financial Market with fundamental and technical analysis as tools of making an investment decision and understanding the importance of Portfolio Management through:- Fundamental and Technical Analysis- Basics of Asset Classes- Derivatives- Trading Strategies- Advance Excel

Aug 2017 - Oct 2017
Team & coworkers

Colleagues at Mercer

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2 education records

Palak Narula education

Bachelor Of Management Studies (Bms), Finance, 7.74

• Organized Departmental event, Social Internship Conclave and Alummi Meet • Coordinated various seminars/sessions

Commerce (Maths)

Kulachi Hansraj Model School

12th Standard: 92.25% (scored 100 in Economics) 10th Standard: 9.8/10

FAQ

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Quick answers generated from the profile data available on this page.

What company does Palak Narula work for?

Palak Narula works for Mercer.

What is Palak Narula's role at Mercer?

Palak Narula is listed as Specialist - Investment Research at Mercer | Financial Advisor | Investment Research | Equity & FNO Trader at Mercer.

Where is Palak Narula based?

Palak Narula is based in New Delhi, Delhi, India while working with Mercer.

What companies has Palak Narula worked for?

Palak Narula has worked for Mercer, Self-Employed, Finedge, Value Research, and Integra Profit.

Who are Palak Narula's colleagues at Mercer?

Palak Narula's colleagues at Mercer include Kirk Lakin, Paritosh Srivastav, Manissha Panddey, Nirmeen Gandhi, and Deepti Verma.

How can I contact Palak Narula?

You can use AeroLeads to view verified contact signals for Palak Narula at Mercer, including work email, phone, and LinkedIn data when available.

What schools did Palak Narula attend?

Palak Narula holds Bachelor Of Management Studies (Bms), Finance, 7.74 from Deen Dayal Upadhyaya College.

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