✔️ Personalized stock market investment advice based on your goals and risk appetite.✔️ Comprehensive portfolio management to maximize returns.✔️ Fundamental and technical market analysis to identify profitable opportunities.✔️ Strategies for long-term wealth creation and short-term trading.✔️ Regular updates and insights into market trends and economic developments.

Reference Data Management

Handled Security Master, Daily Pricing and Reconciliation process for APAC clients on various listed as well as OTC products like Equity, Fixed Income, Swaps, etc.Interaction with internal teams like Risk Management, Trade Processing, Settlements and Fund Accounting for queries resolution on time to time.Create and maintain valuable relationships with data providers, clients, and account managers to ensure accuracy of reconciliation

Security setup in various systems for institutional clients on various financial products such as Fixed Income, Equity, Futures, Options, Swaps.Fund set up in various systems.SSI Alert / Custodian set up.Broker setup.GTM Monitoring.Eliminating kick outs/exceptions on daily basis by taking prompt action.

Investment advisory services on all equity products.Keeping track on Indian Stock Market.Trading on behalf of retail clients on Equity, F&O, IPO, etc.Client Acquisition for Mutual Funds, SIPs.Follow-up with active clients regularly.

Worked as Summer Intern for Sharekhan for 2 months as part of Curriculum and made a project entitled "A STUDY ON FUTURE & OPTIONS"Worked for the post of Financial Advisor for 3 months Client Acquisition for Demat A/c for Equity, Derivatives and Commodity market Solving client queries on different issues Advisory Services on trading Trading on behalf of Clients Maintaining regular relations with clients

Worked on Bloomberg project at CMC Ltd (TCS subisidiary) as Financial AnalystAnalysis of Financial Statements such as Balance Sheet, Income Statement, Cash Flow Statement To capture important data from company’s Annual report such as Customers, Suppliers, Competitors, Raw Materials, etc To analyse and update financial statements of various companies from USA & Canada To capture the financial details from company’s Annual Report for the particular year To quality check the information tagged in financial statements such as Balance Sheet, Income Statement and Cash Flow Statement

Worked for ICICI Prudential Life Insurance process at Platinum One Wealth Advisors Pvt Ltd as CSE. To call prospective clients and inform them about ICICI Prudential Life Insurance policies. To fix appointment between Sales Manager and prospective customers. To follow-up with Sales Manager and getting leads.