Chetna Dagar

Financial Data Analyst with over 2 years of experience in preparing regular and time-sensitive portfolio performance reports for institutional clients. Proficient in reconciling cash positions, calculating NAV and P&L, and managing corporate actions. Adept at building strong client relationships by understanding business needs and coordinating with onshore teams. Experienced in working with a variety of financial products, including equities, bonds, swaps, options, and FX.

• NISM Series VIII- Equity Derivatives Certification : Getting familiar with a variety of derivative products including options, swaps, futures, and forwards. Getting knowledge of how derivatives are used for hedging and risk management purposes, particularly in managing exposure to various market risks like interest rates, currency exchange rates, and equity prices.
• NISM Series XV - Research Analyst Certification: Involved understanding of Company Analysis on the basis of Return on Equity (ROE),Return on Assets (ROA),Earnings Per Share (EPS),PE Ratio and Debt to equity Ratio. Getting knowledge of various approaches to valuation like DCF model, understanding Price to dividend ratio, EBITDA, PEG ratio for company valuation.