Equity Fund Management
Devak Patel
BBA Finance Graduate
VAPI
Summary
Certification- NISM XV Research Analyst Certificate
Key Modules -
1)Financial Modelling
2)Equity Fund Management
3) Investment and Portfolio Management
4)Advance Finance Management
5) Strategic Management
6)Business Analytics.
Overview
1
1
year of professional experience
3
3
years of post-secondary education
Work History
Portfolio Manager and Equity Research Analyst(Int)
Ready Wealth Ltd
Pune
05.2022 - 07.2022
- Developed rebalancing strategies to minimize risk exposures.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Provided strategy advice to clients.
- Recommended investment strategies to meet client financial objectives.
- Managing Client Portfolio
- Preparing Financial Reports of Companies for Analysis
- Make reports of the companies by analyzing them fundamentally.
- Compare financial data of companied with forecasts and plans to determine the current financial condition.
Financial (Equity) Market Analyst -LIve Project
Finlactics (Fincrux LLP)
Banglore
12.2021 - 02.2022
- Researched and evaluated potential new markets and products.
- Did a Live project on Equity Financial Market Management.
- Analysing and Making Various Reports in various sector and Companies for equity Market Research.
- Create, manage and maintain a real-time simulated portfolio on BSE 500 listed companies.
- Engage in sector-wise and company-specific research on the Indian Economy.
Education
BBA - Finance
Nmims(Narsee Monjee Institute of Management Studie
Banglore 08.2020 - 05.2023
Skills
Equity Research Anlyst
Financial Modelling
Financial analysis and reporting
Investment and Portfolio Management
Financial Planning and Anlalysis
Strategic Management
Interests
Financial And Equity Market
Regularly Updated in Markert
Timeline
Portfolio Manager and Equity Research Analyst(Int)
Ready Wealth Ltd
05.2022 - 07.2022
Financial (Equity) Market Analyst -LIve Project
Finlactics (Fincrux LLP)
12.2021 - 02.2022
BBA - Finance
Nmims(Narsee Monjee Institute of Management Studie
08.2020 - 05.2023