Abhisek Barik
Odisha
Summary
Results-oriented financial and investment professional with over 5 years of derivatives trading experience, along with Mutual Fund Distribution expertise. Strong analytical skills, with a proven ability in trading strategy execution, risk optimization, and Equity & fixed-income investing. CFA Level 1 cleared, NISM VA certified.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Mutual Fund Distributor (MFD)
AMFI
Baripada
09.2025 - Current
- Managed assets under management of ₹16 Lakhs with systematic investment plan contributions of ₹65000 monthly as of 20 November 2025.
- Delivered goal-based investment planning, portfolio restructuring, and risk profiling services.
- Enhanced long-term client outcomes through diversification strategies and informed advisory.
Trading & Investment Advisor
Self-employed
02.2020 - Current
- Executed consistent trading strategies in the F&O segment.
- Developed proprietary strategies with strong, risk-adjusted performance.
- Performed scenario testing and optimized execution models.
- Conducted detailed analytics for improving portfolio performance.
Education
Bachelor of Science - Computer Science
MPC Autonomous College
Baripada04-2014
Skills
- Derivatives Trading (F&O)
- Mutual Fund Distribution (MFD)
- Investment Strategy Development
- Risk Management & Analysis
- Portfolio Management (Fixed Income & Equity)
- Stock Fundamental & Technical Analysis
- Client relationship management
- Financial advising
- Excel (Advanced)
- Python (Basics)
Certification
• CFA Level 1, Cleared, 06/2025
• NISM VA Certification, Cleared, 08/2025
• NISM XA, XB Certification,Ongoing
• NISM VA Certification, Cleared, 08/2025
• NISM XA, XB Certification,Ongoing
Languages
Hindi
First Language
English
Advanced (C1)
C1
Odia
Native
Native
Affiliations
Play Badminton (Daily 2 Hours)
Read Finance and Self-help Books
Read Finance and Self-help Books
Interests
Fitness & Diat
Sports (Cricket,Football,Chess)
Travelling
Movies and Podcasts
Timeline
Mutual Fund Distributor (MFD)
AMFI
09.2025 - Current
Trading & Investment Advisor
Self-employed
02.2020 - Current
Bachelor of Science - Computer Science
MPC Autonomous College