ADITYA KUMAR THAKUR

• Managing portfolios of HNI clients with AUM exceeding INR 5 Cr.
• Actively pitch and manage equity, mutual funds, PMS, and AIF products, based on macro and technical outlooks.
• Utilize technical charts, trend analysis, and momentum strategies to advise on direct equity exposure.
• Develop customized investment strategies that align with client risk profiles and market conditions.

• Responsible for various approvals taken from the exchange with respect to multiple algorithmic derivatives strategies.
• Strengthened company-wide awareness of relevant laws, regulations, and industry standards through targeted trainings, presentations, and ongoing communication efforts.
• Streamline compliance processes by implementing efficient monitoring systems and tools.

· Became proficient in using the dealer’s desk terminal.

· Crosschecking F&O banned scrips, verifying ASM and GSM stocks.

· Intimidation of clients in case of margin shortfall and follow-up.

• Writing research reports about unlisted companies.

• Learnt about the Alternate investment products market.