Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
Generic
Aazam Gazi

Aazam Gazi

Mumbai

Summary

Dynamic CFA Faculty at LeapUP Edutech with a proven track record in enhancing candidate performance through tailored study plans and mentorship. Skilled in technical analysis and derivatives trading, I excel in communication and adaptability, driving successful outcomes in fast-paced environments. Passionate about empowering others to achieve their financial goals.

Overview

1
1
year of professional experience

Work History

CFA Faculty (Level 1)

LeapUP Edutech
Mumbai
03.2025 - Current
  • Conducted lectures and workshops on CFA Level 1 curriculum topics including Ethics, Quantitative Methods, Corporate Issuers, and Fixed Income.
  • Designed structured study plans and mock exam sessions for CFA candidates.
  • Provided mentorship and exam strategy sessions to enhance candidate performance.
  • Developed study materials and summary notes to simplify complex concepts for improved retention.

Technical Analysis and Derivatives Trading Coach

LeapUP Edutech
Mumbai
06.2024 - Current
  • Coaching individuals on equity, commodities, and various asset classes.
  • Teaching technical analysis, including reversal patterns such as double tops, double bottoms, head & shoulders, inverse head & shoulders, and wedges, as well as continuation patterns like flags, triangles, etc.
  • Providing in-depth knowledge on futures and options, specializing in multiple option strategies.
  • Actively involved in operations, from on-boarding participants to guiding them through the entire course.
  • Played a key role in the expansion of the startup by taking on recruitment responsibilities and hiring new team members.

Proprietary Trader – Self-Managed Portfolio

Self Employed
Mumbai
  • Managing funds and implementing investment and trading strategies to maximize returns. Average portfolio valuation above 25 lakhs.
  • Conducted in-depth statistical analysis of price movements to identify market trends.
  • Tracked broader indices like Nifty and Bank Nifty to assess overall market direction.
  • Utilized chart patterns to predict trend breakouts and reversals efficiently.
  • Evaluating options strategies based on volatility.
  • Monitored market conditions in order to identify potential opportunities for profitable trades.
  • Managed client portfolios according to established risk tolerance levels.

Education

LEVEL 2 PASSED -

CFA Institue
Mumbai
08.2024

LEVEL 1 PASSED -

CFA Institute
Mumbai
08.2022

Bachelor of Science - Banking & Finance

Russell Square International College
Mumbai

Diploma - Economics

Russell Square International College
Mumbai

Skills

  • Adaptability
  • Communication skills
  • Quick learner
  • Pressure management
  • Team collaboration

Hobbies and Interests

  • Cricket
  • Chess
  • Football
  • Tennis

Timeline

CFA Faculty (Level 1)

LeapUP Edutech
03.2025 - Current

Technical Analysis and Derivatives Trading Coach

LeapUP Edutech
06.2024 - Current

Proprietary Trader – Self-Managed Portfolio

Self Employed

LEVEL 2 PASSED -

CFA Institue

LEVEL 1 PASSED -

CFA Institute

Bachelor of Science - Banking & Finance

Russell Square International College

Diploma - Economics

Russell Square International College
Aazam Gazi