Sagar Batra Email and Phone Number

Wealth Management-Managing portfolios of Company Directors and Corporate-Performance reporting, providing insights for investment decision making and suggestions-Research on various Industries and their sub-sectors with their market trends for Equities, Bonds, ETF’s and Funds.-Analysis of investment management issues, assisting with operational and new investment account set upPortfolio Management-Portfolio restructuring, Performance evaluation, Return calculation, tracking stock price movements with reasons, news and events and Portfolio updation and maintaining ROI of the portfolio.Options and Derivatives- Executing covered calls

Portfolio Management, Investment Research and Relative valuation of Companies (Managing global equity and Fixed Income portfolio of 50Mn USD)• Qualitative Research: Companies Growth prospects, Management, trends, Economic and Government policies, Sector specific data gathering, Competitors analyzing, and News related to stocks.• Quantitative Research: Analyzing Financials data based on various ratios, Financial comparison with the competitors,Analyzing annual reports.• Keeping track of company news & noting companies for investing under Elastic Band Strategy & PE Strategy.• Sourcing and screening of companies and verifying data by conducting Secondary Research from multiple sources on set criteria.• Industry Research: Research on various Industries and their sub-sectors with their market trends in for Equities,Bonds, ETF’s and Funds• Portfolio Management: Identifying and Report making on Bonds and Equity buying Opportunities, Tracking stock movements with reasons, news and events and Portfolio updation• Maintain ROI of the portfolio.

• Meeting HNI / Ultra HNI clients & giving investment solutions & designing portfolios for them.• Offering customized portfolio solutions to clients based on their risk/ return and liquidity profile.• Manage customers issues on service or investment needs.• Analyse & suggest innovations/ideas on product & service improvement in addition to service level improvements