Summary
Overview
Work History
Education
Skills
Knowledge Purview
Affiliations
Declaration
Timeline
Hi, I’m

ABHISHEK KUMAR

Assistant Investment Advisor
Delhi
ABHISHEK KUMAR

Summary

Multitasking and result oriented individual with intrinsic critical thinking and resilience in search of position in Risk Management to expand and utilize learning, skills and knowledge possessed during passing all three levels of CFA and Engineering.

Overview

13
years of professional experience
4
years of post-secondary education

Work History

Truemind Investment Adviser Pvt. Limited

Assistant Investment Advisor
01.2023 - Current

Job overview

  • Researched and assessed potential investment products, utilized Monte Carlo Simulation for expected portfolio value , and evaluated contribution sufficiency to empower clients in making informed decisions about their financial future.
  • Implementing asset allocation strategies aligned with client risk profiles and model guidelines to maximize long-term returns.
  • Monitoring and rebalancing clients' portfolios with consideration for instrument taxation, individual tax brackets, and rebalancing windows.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Auditing client's existing portfolio and providing recommendations in alignment with their risk profiles.
  • Educated clients on potential risks and rewards associated with various investments.

Fiitjee Pvt. Limited

Teaching Faculty
09.2015 - 12.2023

Job overview

  • Expertly mentor Students for Math Olympiad (IOQM, RMO), NTSE
  • Solving and clearing Student’s doubts on regular basis
  • Stay updated with competition curriculum changes and improving teaching methodologies
  • Engage in counseling session with parents and students,handling grievances and concerns

Balkrishna Industries Limited

Product development Engineer
05.2012 - 05.2015

Job overview

  • Development of new product (Earthmovers and mining OTR steel radial tires) – testing and trial and finalizing the specification, validating the process for production and inventory
  • Worked with end users to solve product service-related issues
  • Conducted seminars for the foreign clients during plant visit about our wide range of product and their development process, in-house testing, quality control etc.

Infosys Limited

System Engineer
09.2011 - 12.2011

Job overview

  • Worked on Java, SQL, and RDBMS etc
  • Hands on project of Java and RDBMS

Education

CFA Institute

CFA Level 3 Passed
04.2001

University Overview

May be awarded the Charter Upon completion of required work experience

CFA Institute

CFA Level 2 Passed
04.2001

CFA Institute
CFA Level 1 Passed

12.2021

UTTARAKHAND TECHNICAL UNIVERSITY

Bachelor of Technology from Mechanical Engineering
08.2007 - 06.2011

University Overview

Agg : 74.11%

Skills

    Financial Analysis,Risk Management, Portfolio Management

undefined

Knowledge Purview

  • Standardized Approach for Risk Calculation: Equity - Delta Risk Charge (Theory and Application), Equity -Curvature Risk Charge, Jump to default and RRAO.
  • Fx and Commodity Risk , SSA Interest Rate Risk, VaR and ES in Python, Back testing and PLAT.
  • Pricing and Valuation of different Contingent claims, Black Scholes PDE and Greeks, Local Volatility Term Structure, Dupire Local Volatility, Vega Risk Charge
  • Application of Taylor Series, Probability Distribution: Normal Lognormal , Variance Algebra
  • Familiarity with Statistical Techniques: Multiple Linear Regression, Time Series Analysis, Geometric Brownian Motion and it's application in pricing of Assets, Monte Carlo Simulation Method and variation reduction technique.
  • Competence in Measuring and Managing Market Risk: VAR (Value at Risk), Extension of VAR, and associated constraints in Risk Management.
  • Equity valuation, Asset valuation and Pricing.

Affiliations

  • Affiliate membership of CFA Society India.
  • Basic membership of CQF Institute



Declaration

I certify that the information furnished above is correct to the best of my knowledge and belief.


[Abhishek Kumar]

DOB : 05-05-1987

Place- New Delhi

Timeline

Assistant Investment Advisor

Truemind Investment Adviser Pvt. Limited
01.2023 - Current

Teaching Faculty

Fiitjee Pvt. Limited
09.2015 - 12.2023

Product development Engineer

Balkrishna Industries Limited
05.2012 - 05.2015

System Engineer

Infosys Limited
09.2011 - 12.2011

UTTARAKHAND TECHNICAL UNIVERSITY

Bachelor of Technology from Mechanical Engineering
08.2007 - 06.2011

CFA Institute

CFA Level 3 Passed
04.2001

CFA Institute

CFA Level 2 Passed
04.2001

CFA Institute

ABHISHEK KUMARAssistant Investment Advisor