Rajendra Hegde Email and Phone Number

I am an accomplished finance professional with over 7 years of experience in equity investments, trading in cash, equity, currency derivatives, and mutual fund distribution. I have a proven track record of being a star performer of many months and the top performer of the year 2017-18,2019-20, 2022-23.My expertise lies in advising HNI and Ultra HNI clients on their investments in direct equity, derivatives, and currency derivatives strategies to meet their objectives. I am responsible for building client portfolios through margin trading facility (MTF), risk and return analysis for specific clients, managing margins/liquidity, and hedging positions.In my current role as an Assistant Manager, PCG at Axis Securities, I am accountable for achieving predetermined revenue targets on a monthly basis. I also focus on increasing SIP investments in equity and mutual funds and activating an inactive client base to provide updates on market outlook, insights, and portfolio updates.In my previous roles at Kotak Securities Ltd and Yes Securities as a Wealth Advisor and Equity Advisor, respectively, I advised HNI clients on direct equity investments and derivative strategies. I also provided research reports to clients and conducted my research to advise clients on their investments in the long and short term according to their needs.I hold an MBA in Finance & Marketing from Bangalore University and am certified in NISM Series I - Currency Derivatives Certification, NISM Series V A - Mutual Fund Distribution, and NISM Series VIII - Equity Derivatives Certification.I am fluent in English, Hindi, Kannada, and Telugu and pride myself on my communication skills. I am passionate about the financial market and am continuously learning and staying up-to-date on the latest trends and developments