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
undefinedInterests
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
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