• Mutual Fund Analysis-Analyze data and prepare a list of mutual funds recommended. Track the performance of recommended mutual funds.• Reviewing Mutual Funds schemes-Analyze mutual funds and update one-self with various mutual fund schemes from time to time. Mutual funds are analyzed based on our selection criteria, which takes into consideration all aspects of the fund and the fund house within the context of our macroeconomic and asset class views. The funds that are considered investable are included in a list, which contains key data of the fund. Such data is updated every month to keep track of the funds.• Analyze the fund manager’s views and fund management calls. Provide mutual fund recommendation on type of fund (as classified by asset/sectors and/or as segments such as large cap mid cap for equity or long term short term for debt mutual funds) and on specific mutual fund.• Track domestic and global current affairs and understand its implications. Read news from various sources such as moneycontrol.com, Bloomberg.com, economic times and any other source for news.• Update oneself on the current happenings and to improve the understanding of various aspects of the economy.• Keep track of financial market and current affairs• Prepare reports on events, economy, sectors, companies, and mutual funds• Read articles, annual reports and books to enhance knowledge• Stock Portfolio Reviews of clients.• Stock action on client’s portfolio.(Profit bookings).