Asutosh Routray
Manager-Research
Navi Mumbai
Summary
Resourceful Manager offering history of success coordinating and monitoring operations across various departments. Effective leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Highly committed with hardworking mentality to maintain quality of services and products.
Overview
27
27
years of professional experience
3
3
Certifications
1
1
Language
Work History
Manager-Research
Sapient Wealth Advisors and Brokers Pvt Ltd (Dhruv Mehta, a Leading MFD Merged with Sapient in Mar 2020)
7 2010 - Current
- Led 7-member team responsible for in-depth analysis of mutual funds and providing personalized investment advisory services to HNIs, family offices, and institutional clients
- Developed investment criteria and selection methodologies to identify suitable investment opportunities across various asset classes/products, including mutual funds, PMS, and alternative investments
- Prepared and presented industry reports, analyzing data for business insights, and communicating findings to management for strategic decision-making
- Engaged in research initiatives with The Foundation of Independent Financial Associates (FIFA) for regulatory representation
- Conducted meetings with over 100 Chief Investment Officers (CIOs) and Fund Managers to understand market perspectives, evaluate new product offerings, and report findings to Chairman and Board of Directors
- Supported sales team with strategic ideas and insights to enhance client engagement and drive business growth.
Asst Manager-Research
Dhruv Mehta, a Leading MFD
- Developed and implemented customized investment strategies and asset allocation models to optimize portfolio performance and achieve client objectives
- Compiled and monitored list of investment options, including whitelist of top-performing mutual funds, through rigorous quantitative and qualitative analysis
- Prepared client portfolios to achieve goals such as retirement planning and children's education funding, providing holistic financial advice and actively monitoring/reviewing same
- Presented investment recommendations and portfolio reviews to clients, explaining investment strategies, performance results, and market outlooks in clear and understandable terms
- Curated Monthly Review & Outlook reports summarizing key market developments and investment outlooks, providing comprehensive analysis to help clients make informed investment decisions
- Crafted compelling one-page product or category memos to effectively present opportunities to clients.
Research Analyst
Dhruv Mehta, a Leading MFD
- Assisted in monitoring and evaluating mutual fund performances, conducting quantitative analysis to assess fund returns, risk metrics, and portfolio characteristics
- Participated in client meetings and assisted with the construction/ review of portfolios based on investment objectives, financial goals, and risk appetites
- Attend mutual fund review calls, NFO events, and Fund Manager calls, preparing comprehensive notes
- Supported senior management in preparing market reports, investment outlooks, fund manager profiles, and fund performance reports
- Compiled investment memos and presentations for internal review meetings covering fund performances, market developments, economic indicators, and sector analysis to support investment decision-making processes
- Updated and maintained financial models and databases, ensuring accuracy and completeness of data for investment analysis
- Implemented a process to track client transactions, from submission of physical transactions to account statement generation and record-keeping in in-house software.
Manager
New Media Services Pvt. Ltd
05.2000 - 06.2010
- Analyzed insurance industry and company data
- Finalized themes, topics, and content for 'Asia Insurance Post' (monthly publication on insurance) and its website
- Coordinated with article contributors, ensuring timely and relevant content submissions
- Edited articles to maintain quality and accuracy
- Organized and managed 10 conferences on insurance and risk management topics, facilitating industry discussions and networking
- Liaised with insurance companies, brokers, and organizations such as CII, FICCI, Life Insurance Council, General Insurance Council, and IBAI.
Audit Assistant
GS Nayak & Company (Chartered Accountants)
10.1998 - 04.2000
- Assisted in auditing financial statements, ensuring compliance with accounting standards
- Conducted financial analysis and prepared audit reports.
Jr. Executive (Accounts)
Harapriya Transformers
05.1997 - 09.1998
- Managed daily accounting tasks, including bookkeeping and financial reporting
- Assisted in preparing financial statements and maintaining financial records.
Education
MBA - Finance
GNIMS (Mumbai University)
MumbaiBachelor of Commerce -
Utkal University
OrissaSkills
Adaptability and Flexibility
Compliance understanding
Business Analysis and Reporting
Multitasking Abilities
Attention to Detail
Team Collaboration
Certification
CERTIFIED FINANCIAL PLANNER CM
Personal Information
- Father's Name: Ajoy Kumar Routray
- Date of Birth: 11/08/74
- Gender: Male
- Marital Status: Married
Timeline
Manager
New Media Services Pvt. Ltd
05.2000 - 06.2010
Audit Assistant
GS Nayak & Company (Chartered Accountants)
10.1998 - 04.2000
Jr. Executive (Accounts)
Harapriya Transformers
05.1997 - 09.1998
Manager-Research
Sapient Wealth Advisors and Brokers Pvt Ltd (Dhruv Mehta, a Leading MFD Merged with Sapient in Mar 2020)
7 2010 - Current
Asst Manager-Research
Dhruv Mehta, a Leading MFD
Research Analyst
Dhruv Mehta, a Leading MFD
MBA - Finance
GNIMS (Mumbai University)
Bachelor of Commerce -
Utkal University
CERTIFIED FINANCIAL PLANNER CM
Advanced Diploma at NIIT
Diploma in Digital Graphics at Workstation
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