Gaurav Bahety
Kolkata
Summary
Dynamic finance professional with extensive experience at PRB Securities, excelling in financial analysis and investment strategies. Proven track record in optimizing client portfolios and enhancing wealth management performance. Adept at data analysis and fostering strong client relationships, driving impactful results in fast-paced environments.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Designated Partner
SGB INDUSTRIES LLP
Kolkata
01.2024 - Current
Director
PRB SECURITIES PRIVATE LIMITED
01.2023 - Current
Vice chairman (CPAI – Eastern Region)
COMMODITY PARTICIPANTS ASSOCIATION OF INDIA (CPAI)
01.2022 - Current
VP Finance
PRB SECURITIES PRIVATE LIMITED
01.2021 - 12.2022
Trader
PRB SECURITIES PRIVATE LIMITED
01.2019 - 12.2020
Institutional Research Group & Wealth Management
EDELWEISS BROKING LIMITED
01.2017 - 12.2018
- Conducted comprehensive research and analysis to support institutional clients and wealth management strategies.
- Developed reports and presentations on market trends, client portfolios, and risk assessments.
- Collaborated with team members to design and implement investment strategies and solutions.
- Utilized data analysis tools to evaluate wealth management performance, and optimize client portfolios.
Assistant Manager – Accounts & Finance
SRB Commodities Traders Private Limited
Kolkata
01.2014 - 12.2015
Analyst
SRB Commodities Traders Private Limited
Kolkata
01.2012 - 12.2014
Conducted data analysis to identify trends and support the team.
Developed and maintained reports and dashboards for various departments.
Education
Masters - Global Business, Specializing in Global Finance
SP Jain School of Global Management
01.2017
Bachelor of Commerce Honours - Finance
The Bhawanipur Education Society College under University of Calcutta
01.2015
Skills
- Financial analysis
- Market research
- Investment strategies
- Data analysis
- Risk assessment
- Wealth management
- Performance evaluation
- Project management
- Client relationship management
- Knowledgeable in [software]
Certification
- NIIT course in Swift India Plus 2000 (word, excel, power point, outlook and internet concepts)
- Equity Derivatives Continuing Professional Education Program conducted by NISM (National Institute of Securities Market) under SEBI (Securities Exchange Board of India)
- NSE Knowledge Builder Program on Technical Analysis
- Certificate course in debt recovery agent by Government of India
- NISM Certification Exams
- NISM Series I: Currency Derivatives
- NISM Series-III-A: Securities Intermediaries Compliance (Non-Fund)
- NISM Series V A: Mutual Fund Distributors Certification Examination
- NISM-Series V-B: Mutual Fund Foundation Certification Examination
- NISM Series VI: Depository Operations Certification Examination
- NISM Series VII: Securities Operations and Risk Management
- NISM-Series-VIII: Equity Derivatives Certification Examination
- NISM-Series-XVI: Commodity Derivatives Certification Examination
- NISM Series-XV: Research Analyst Certification Examination
- NISM Series XXI-B: Portfolio Managers Certification Examination
- NISM Series XXII: Fixed Income Securities Certification Examination
- Diploma in Canvas Art & Craft from Calcutta Talent Search School under Government of West Bengal
- Distinction certificate in Painting from Bangiya Sangeet Kala Kendra, Kolkata
Awards
- Trustee, PRB Foundation, 2023, Charitable Trust established by me, with an object to donate and be a part of social causes. Create a difference one step at a time.
- Trustee, Prayag Das Geeta Devi Charitable Trust, 2020
- Trustee, VAB Charitable Trust, 2021
- Core Member, Academic Committee - SP Jain School of Global Management
- Member, Royal Calcutta Turf Club
- Active volunteer member, Health NGO - Nagarik Swasthya Sangha
- Debate Representative, College
- Cricket Trophy Winner, Club Level
- Cricket Team Representative, College
Hobbies and Interests
- Reading
- Travelling
- Playing Cricket
- Web Designing
- Vintage Car
Languages
- English
- Hindi
- Marwari
- Bengali
Personal Information
Date of Birth: 11/21/93
Timeline
Designated Partner
SGB INDUSTRIES LLP
01.2024 - Current
Director
PRB SECURITIES PRIVATE LIMITED
01.2023 - Current
Vice chairman (CPAI – Eastern Region)
COMMODITY PARTICIPANTS ASSOCIATION OF INDIA (CPAI)
01.2022 - Current
VP Finance
PRB SECURITIES PRIVATE LIMITED
01.2021 - 12.2022
Trader
PRB SECURITIES PRIVATE LIMITED
01.2019 - 12.2020
Institutional Research Group & Wealth Management
EDELWEISS BROKING LIMITED
01.2017 - 12.2018
Assistant Manager – Accounts & Finance
SRB Commodities Traders Private Limited
01.2014 - 12.2015
Analyst
SRB Commodities Traders Private Limited
01.2012 - 12.2014
Masters - Global Business, Specializing in Global Finance
SP Jain School of Global Management
Bachelor of Commerce Honours - Finance
The Bhawanipur Education Society College under University of Calcutta
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