Sunil Chinnabathini Email & Phone Number

Gurugram, Haryana, India

Bhongir, Telangana, India

Fostered strong relationships with Super HNI & NRI clients, earning trust through transparent communication, integrity, and consistent delivery of results.Proficiency in analyzing financial statements, performing valuation analyses, and conducting financial modeling to assess investment opportunities on market research to refine fundraising strategies for HNI clients.Deep understanding of specific industries or sectors, including market trends, competitive dynamics, and regulatory landscape, to provide strategic advice and insights to clients.Proactively monitored and reviewed clients' portfolios, making adjustments as needed to adapt to changing market conditions and client preferencesAchieved measurable success in growing assets under management and meeting or exceeding performance benchmarks, resulting in high client satisfaction and retention rates.Conducted industry research, market analysis, and financial statement analysis to assess potential investment opportunities.Provided personalized investment advice and strategies tailored to the unique financial goals and risk tolerance of high-net-worth individuals.Examined and conveyed analyses of the market, stock-specific issues, and insights with clients.Accountable for Client's money and risking capital in derivative trading, utilizing client capital, cross-selling, and strategic approaches.Ability to negotiate deal terms, pricing, and structures with clients, counterparties, and other parties involved in transactions, while balancing competing interests and objectives.Tracking and improving advisors' advisory proficiency via call monitoring, weekly objectives, and regular meetings/conference calls.

Bhongir, Telangana, India

Ability to conduct thorough investment research, including company analysis, industry research, and market trends, to identify potential investment opportunities and risks.Exceptional attention to detail and accuracy in financial analysis, documentation, and presentations, ensuring compliance with regulatory requirements and industry standards Maintain and update a daily list of Confidential companies for intraday trading by scanning through numerous articles and columns in the early morning research.Proficient in handling risk-reward, position sizing, money management, and overall risk management.Provided trade support by assisting private clients throughout the firm by placing stock and complex option orders a day.Professionally developed and backed test correlation trading strategies by collaborating with a group of traders and quantitative researchers.Strong verbal and written communication skills to effectively communicate complex financial concepts and investment recommendations to clients, senior management, and other stakeholders..Proven ability to identify complex problems, analyze root causes, and develop creative solutions to address challenges and achieve objectives in investment and trading transactions.Strategically optimized risk tolerance in recession by conducting extensive market research and data analysis, resulting in the development of targeted strategies that minimized financial losses and protected clients' capital.Raised capital by training in small-cap, micro-cap, and equity marketsDeveloped a high-level, In-depth understanding of Equities and Options markets in order to survive and thrive off of the volatility of the 2020 Markets.Execute trades across various asset classes, including equities, arbitrage, currencies, and derivatives.