Abhishek Dubey
Bangalore
Summary
Strategic and analytical finance professional with over five years of experience in equity trading, financial planning, and investment research. Proven track record in portfolio management, sector analysis, and client advisory across Indian and global markets. Adept at delivering insightful market reports and conducting in-depth fundamental analysis to identify undervalued stocks. Experienced in financial education, with a passion for simplifying personal finance for individuals across generations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Equity Trader
Equity Trader
Bangalore
02.2023 - Current
- Developed trading strategies aligned with market trends; conducted real-time market analysis to identify investment opportunities.
- Specialized in sectoral and ratio-based financial analysis, identifying undervalued equities across global markets—including U.S. stocks, ETFs, Mutual Funds, and Fund of Funds (FoFs) with a strategic focus on integrating macroeconomic trends and geopolitical developments to enhance investment decision-making.
- Provided fundamental research and investment advisory to high-net-worth clients.
- Successfully managed and diversified multi-client portfolios, overseeing multi-million assets.
Personal Finance Educator
Personal Finance Educator
Bengaluru
02.2023 - Current
- Delivered workshops on personal finance for retirees and young professionals.
- Led financial literacy sessions both in-person and online, empowering individuals to make informed financial decisions.
- Leveraged digital platforms to enhance the financial planning journey through engaging tools and insights.
Financial Planning Analyst
Valenta
Bengaluru
10.2022 - 02.2023
- Developed customized financial plans aligned with Australian regulatory standards, primarily focused on insurance strategies, using Xplan financial planning software.
- Conducted comprehensive investment research across fixed income, equities, and retirement planning solutions to support client advisory.
- Maintained robust CRM records to ensure data integrity and client compliance.
Equity Trader
Equity Trader
Mumbai
03.2017 - 09.2022
- Achieved a consistent 23% CAGR through value investing and sectoral rotation.
- Conducted daily analysis of market trends, economic indicators, and stock valuations.
- Applied in-depth ratio and fundamental analysis to select undervalued stocks.
Equity Research Intern
Sudha Stocks
Mumbai
10.2015 - 11.2015
- Prepared equity research reports, financial models, and market outlooks.
- Contributed to investment decision-making through sector-specific insights (telecom focus).
Education
Bachelor of Financial Markets - Stock Market
University of Mumbai
Mumbai01.2017
Higher Secondary Certificate - Commerce
Father Agnel Junior College
Navi Mumbai01.2013
Indian Certificate of Secondary Education -
Ryan International School
Mumbai01.2011
Skills
- Sectoral Research and Investment Reports
- Artificial Intelligence (AI) software
- Portfolio Diversification and Asset Allocation
- Equity and Index Trading
- Capital markets
- Mutual Funds
- ETFs
- Financial literacy
- Personal finance education
- Microsoft Excel
- Microsoft Office
- AI tools
- CRM systems
- Data Management
- Client Relationship Management
- Team leadership
- Equity trading
- Fundamental Analysis
- Technical Analysis
- Financial planning
- Portfolio management
- Research reporting
- Market Strategy
- Ratio analysis
- Financial modeling
- Client Advisory
- Investment education
- Trading strategies
- Market analysis
- Investment research
- Client advisory
- Risk management
- Regulatory compliance
- Customer relationship management
Certification
- Capital & Derivatives Markets, NSE, 2020
- Microsoft Excel for Financial Markets, NSE, 2020
- Introduction to Financial Markets, Indian School of Business, 2020
Languages
English
First Language
Hindi
Proficient (C2)
C2
Telugu
Beginner
A1
Gujarati
Beginner
A1
Affiliations
• Tracking global markets, Indian capital markets, and world politics
• Keen interest in AI, machine learning, and emerging technologies
• Regular reader of The Economist and The Wall Street Journal
Timeline
Equity Trader
Equity Trader
02.2023 - Current
Personal Finance Educator
Personal Finance Educator
02.2023 - Current
Financial Planning Analyst
Valenta
10.2022 - 02.2023
Equity Trader
Equity Trader
03.2017 - 09.2022
Equity Research Intern
Sudha Stocks
10.2015 - 11.2015
Bachelor of Financial Markets - Stock Market
University of Mumbai
Higher Secondary Certificate - Commerce
Father Agnel Junior College
Indian Certificate of Secondary Education -
Ryan International School
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