Hi, I’m
Ankur Kossambe
Financial Analyst & Investment Researcher
Sanguem,GA
Summary
"Numbers don’t have to be boring, and neither do your investments! I’m Ankur Kossambe, a financial analyst and investment researcher with a knack for simplifying the complicated world of finance. With expertise in market analysis, portfolio management, and risk strategies, I’m here to help you make smart, informed decisions while keeping things fun. Whether I’m analyzing trends, advising clients on mutual funds, or breaking down complex financial concepts for my audience, I ensure you’re always one step ahead. Let’s work together to unlock the full potential of your financial future!"
Overview
9
Certificates
5
years of post-secondary education
1
year of professional experience
Work History
FreelanceSanguem
Finance & Investment Research Writer
12.2024 - Current
Job overview
- Write in-depth finance articles on investment trends, mutual funds, and financial markets
- Analyze top-performing companies, stock market movements, and economic policies
- Boosted readership by 20% by simplifying complex financial concepts and integrating emerging trends, leading to enhanced audience engagement and broader accessibility.
- Attracted and engaged readers by delivering insightful content on moneymirth.substack.com
Self-employedSanguem
Mutual Funds & Life Insurance Advisor
07.2024 - Current
Job overview
- Advised clients on investment strategies based on financial goals and risk appetite
- Assisted customers in mutual fund selection, SIP planning, and portfolio diversification
- Built strong, trust-based relationships, enhancing client retention and referrals
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales 25%.
HDB Financial Services Ltd.Margao-Goa
Sales Executive
01.2024 - 06.2024
Job overview
- Promoted and sold financial products, including loans and insurance, to retail customers
- Developed strong customer relationships, improving client retention by 30% and increasing cross-selling opportunities
- Conducted market research to identify potential customers, increasing lead conversions by 20%
Education
Dr. D. Y. Patil VidyapeethPune, India [Executive]
Master of Business Administration - MBA from Finance Management
07.2024 - 06.2026
Goa UniversityQuepem-Goa, India
Bachelor of Commerce - BCom from Business/Commerce, General
06.2020 - 06.2023
Skills
Financial Analysis
Content Writing & Research
Economic & Market Analysis
Investment strategies
Portfolio management
Financial planning
Client relationship building
Budgeting & Forecasting
Financial Statement Analysis
Financial reporting
Investment Strategies
Fact Finding
Risk management
Certification
edX Verified Certificate for Stock Trading Professional Certification Examination
Timeline
Finance & Investment Research Writer
Freelance
12.2024 - Current
Mutual Funds & Life Insurance Advisor
Self-employed
07.2024 - Current
Dr. D. Y. Patil Vidyapeeth
Master of Business Administration - MBA from Finance Management
07.2024 - 06.2026
Sales Executive
HDB Financial Services Ltd.
01.2024 - 06.2024
Goa University
Bachelor of Commerce - BCom from Business/Commerce, General
06.2020 - 06.2023
Projects
Bank of America Investment Banking virtual experience program on Forage - February 2025
- Identified an ideal acquisition target for a client based on a SWOT analysis and assessment of their strategic criteria.
- Constructed a DCF model to calculate the implied equity and share value of the acquisition target.
- Completed a sensitivity analysis to illustrate how the target’s valuation would change as variables change.
- Created a company profile summarizing all key information about the target.
Fidelity International Investment Management Job Simulation on Forage - February 2025
- Completed a simulation focused on optimizing a Fidelity International investment portfolio and evaluating potential stock and fixed income opportunities.
- Applied analytical skills to optimize a managed investment portfolio and provide actionable suggestions for improvement.
- Evaluated publicly listed stocks and fixed income opportunities through SWOT and relative valuation analysis and effectively communicated findings.
- Utilized quantitative techniques like Sharpe Ratio and Excel's Solver function for optimal asset allocation.
- Translated key market observations into actionable ideas for Sales & Marketing strategies.
Standard Chartered Banking and Coverage Job Simulation on Forage - February 2025
- Completed a job simulation conducting an annual credit review for a hypothetical sustainable drinkware manufacturer seeking a loan to expand its sustainability initiatives.
- Conducted comprehensive quantitative and qualitative credit assessment, including market trend analysis, to holistically evaluate the client's creditworthiness.
- Communicated a summary of key insights in a clear presentation to the credit officer.
HSBC Wealth and Personal Banking Job Simulation on Forage - February 2025
- Completed a simulation focused on working with and advising high-net-worth clients
- Gathered a client's key investment objectives, risk appetite, investment restrictions, and other relevant information to recommend investment solutions
- Offered a bespoke investment recommendation based on a client's unique investor profile