Deep understanding of financial markets, investment products, trading strategies, and regulatory requirements relevant to equity research.
Stay updated with market developments, economic indicators, and industry news to inform research and investment decisions.
Equity Research Analysts play a crucial role in the financial industry by providing valuable insights and recommendations that help investors make informed decisions and optimize their investment portfolios.
Their expertise in financial analysis, industry research, and market forecasting contributes to the efficient functioning of capital markets and supports long-term wealth creation for investors.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Chief Research Analyst
Tirupathi Traders - OPC COMPANY
Chennai, Tamil Nadu
1 2022 - 1 2024
Streamlined research processes through the adoption of new technologies, enhancing team productivity
Analyzed complex data sets to identify trends, patterns, and insights for strategic decision-making
Collaborated with portfolio managers to recommend equity investments based on research findings
Monitored existing investments, providing timely updates and recommendations for portfolio adjustments
Conducted thorough research into stock, investment and trading opportunities to determine opportunity's value and risks involved
Provided high-quality securities to various clients per week, explaining various investment and business development opportunities
Produced investment portfolio to depict risk tolerance and financial goals of clients
Communicated investment opportunities and market trends to stakeholders through presentations, charts and graphs.
Technical analyst
Jyotir Wealth Management
06.2019 - 03.2021
Assisted senior analysts in conducting industry research and financial analysis
Compiled and analyzed data from company reports, financial statements, and market research reports
Prepared presentations and reports for internal and external stakeholders
Participated in team meetings and discussions regarding investment strategies and market trends.
Research Analyst in FNO
BULLNBEAR MARKETS
05.2017 - Current
Developed excellent working knowledge of industry trends and improvements in processes
Present case studies of successful positional trades, historical market trends, and lessons learned from past market cycles to illustrate effective positional trading strategies
Teach students how to analyze long-term charts and identify major trends using tools such as moving averages, trend lines, and Fibonacci retracements for positional trading setups.
Sub-dealership
Goodwill Commodity Private Ltd
01.2015 - Current
Identified areas for process improvement, leading to increased efficiency in daily operations
Ensured dealership compliance with health and safety regulations, minimizing risks and protecting staff and customers
Led a team of sales professionals, providing training and development to enhance performance and customer service
Implemented customer relationship management systems to enhance customer satisfaction and loyalty.
Sub-dealership
Adroit Financial Services Private Ltd.
04.2010 - 03.2024
Stay updated with market trends, regulatory changes, and technological advancements
Participate in training programs, seminars, and workshops to enhance your knowledge and skills in stock market operations
Develop a client acquisition strategy through networking, referrals, and marketing efforts
Provide personalized advisory and support services to clients regarding investments, trading strategies, and market updates
Adhere to regulatory compliance guidelines, including KYC (Know Your Customer) norms, anti-money laundering (AML) policies, and client grievance redressed mechanisms
Maintain accurate records and submit periodic reports to the main broker as required.
Education
Master of Business Administration (M.B.A.) - Finance -
University of Madras
05.2008 - 05.2010
Chartered Accountant -
The Institute of Chartered Accountant
06.2005 - 05.2008
Bachelor of Commerce (B.Com.) - Commerce - undefined
Bharathiyar university
06.2002 - 05.2005
Skills
Risk Management
Price Action analysis
Micro and Macro economic analysis
Trend lines and moving averages
Fibonacci Levels
Central Pivot Range
Languages
English
Upper intermediate (B2)
Tamil
Upper intermediate (B2)
Telugu
Intermediate (B1)
Certification
Price action strategy using CPR Indicator
Chess
I will play Expert level (medium)
Timeline
Price action strategy using CPR Indicator
10-2023
Technical analyst
Jyotir Wealth Management
06.2019 - 03.2021
Research Analyst in FNO
BULLNBEAR MARKETS
05.2017 - Current
Sub-dealership
Goodwill Commodity Private Ltd
01.2015 - Current
Sub-dealership
Adroit Financial Services Private Ltd.
04.2010 - 03.2024
Master of Business Administration (M.B.A.) - Finance -
University of Madras
05.2008 - 05.2010
Chartered Accountant -
The Institute of Chartered Accountant
06.2005 - 05.2008
Bachelor of Commerce (B.Com.) - Commerce - undefined
Chief Manager, Research Innovation Policy and Strategy at National Communications Authority GhanaChief Manager, Research Innovation Policy and Strategy at National Communications Authority Ghana
Plant Analyst - Research & Development & Procurement at Heritage Cannabis Holdings CorporationPlant Analyst - Research & Development & Procurement at Heritage Cannabis Holdings Corporation