LOKESH GUPTA
P. No. 28, Ved, Shanti Nagar, Hashanpura, Jaipur, Rajasthan
Summary
Dedicated and Analytical -thinking Equity Research Analyst (Technical) with 6 years of experience assessing the stock market and identifying potential trends to provide sound investment advice. Skilled at monitoring trends and researching the industry while advising investors on what stocks to purchase or sell.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Equity Research Analyst
Managing HNI's Equity Portfolio
Jaipur
12.2020 - Current
- Technical analysis of stocks with the help of Technical Software.
- Analysis of Equity market by applying various Technical Tools and Studies.
- Generating Swing calls and Delivery Calls.
- Updating on the Stock Market Activities.
- Analyzing and monitoring various factors affecting the market.
- Make Strategies for Trading and Investment.
- Maintain tracks record of recommendations provided.
- Developing, Learning and understanding trading strategies based on technical research.
- Updating on the FII Activities.
- Assisting client in terms of Client track sheet, Client P L, Healthy relationships.
- Maintained excellent client relationships by informing them of market conditions, communicating investment research and
market trends. - Developed successful investment portfolios based on market trends and conditions.
- Designed investment policy statements outlining client goals and investment objectives.
- Obtained extensive understanding of client risk levels before starting investment projects.
- Developed investment plans and strategies based on client goals,
requirements and industry. - Ensured investors saw a significant return on investment by identifying and pursuing money-making investment opportunities.
- Conducted in-depth analysis of risk levels based on time frames, risk preferences, return expectations and market conditions.
- Met clients regularly to discuss their portfolio performance and investment objectives.
- Skillfully developed and implemented successful investment strategies for investors.
Equity Research Analyst
Bhansali Trading Company
Jaipur
07.2017 - 08.2020
- Analysis of stocks with Technical and Fundamental Analysis.
- Analysis of Market news, Economic events and Political news & events related to stock market and impact on current holding.
- Find Trading and investment opportunities in stocks to provide
recommendation whether to buy, sell or hold stocks. - Generate trading calls (Intraday, BTST/STBT, Swing calls, Momentum calls), Delivery calls and derivatives strategies and steps of implementing them.
- Solve the queries related to any position stuck in the market with the help of Technical analysis.
- Tracking the assigned stocks on daily basic as per the news, events, valuation and stock price.
Research Analyst
Capital Cow Research
Indore
01.2016 - 05.2017
- Technical analysis of stocks with the help of Technical Software.
- Analysis of Equity market by applying various Technical Tools and Studies viz. RSI, Bollinger Bands, ADX, Moving Averages, etc.
- Generating Intraday, BTST/STBT, Swing calls, Momentum calls and Delivery Calls.
- Updating on the FII Activities.
- Analyzing and monitoring various economic factors affecting the market.
- Make strategies for trading.
- Assisting client in terms of Client track sheet, Client P L, Healthy relationships
- Providing complete research support and Preparation of daily Market Report.
Advisor
Anand Rathi Share And Stock Brokers Limited
Jaipur
05.2015 - 12.2015
- Communicating trading calls and investing Ideas to customers.
- Thorough knowledge of all exchange rules, regulations and compliances.
- Ability to advise the clients from time to time based on the research calls.
- Generating brokerage and volume.
- To Trade on behalf of clients, keeping them informed about rates, research information and market outlook , order & trade details and confirmations.
- Identify new streams for revenue and maintain cordial relationship with existing clients.
- Developing relationship with Clients and generating leads through references.
- Achieve laid down target W.r.t Revenue Generation And Client Activation.
- Cross selling third party products( Life Insurance & Mutual funds).
Officer Trainee
Stock Holding Corporation Of India Limited
Jaipur
01.2013 - 05.2013
- Centralized Processing transactions related to Stock Holding products like DP activities, Compliance including KYC norms, fraud control and audit, etc.
- Handling day to day operations of Trade Capture, Settlements, Govt. business, etc.
- Marketing of Stock Holding Products/Services to Institutions/Corporates/Retail Clients.
- Handling clients over the Counter.
- Maintaining and updating customer data base.
- Communicate with clients and respond to their enquiries promptly.
- Liaising with internal departments to resolve clients' queries and service issues.
- Ensure operational support to other functions like Product, Business Development, etc.
- Assist in compliance activities of the department.
- Maintain relationship with Clients.
- Any other activities which may be assigned as per requirement of the Corporation.
Education
Post Graduate - Master of Finance And Control
University of Rajasthan
Jaipur2012
Graduation - B. Com.
University of Rajasthan
Jaipur2009
Senior Secondary - Commerce
Ravindra Bal Bharti Sr. Sec. School
Jaipur2005
Secondary -
A. S. Memorial Sr. Sec. School
Jaipur2003
Skills
- Analytical Thinking
- Technical Analysis of Stocks
- Future and option trading strategies on the basis of Technical Analysis
- Make new strategies for trading and investment on the basis of technical research
- Trading and Investment Risk Management
- Hedging
- Equity Portfolio Management on the technical analysis basis
- Generating Intraday calls, Swing calls, Momentum calls, Investment calls
- Long term Positionsal calls
- Derivative Trading on the basis of technical analysis
Certification
NISM-Series- XV : Research Analyst Certification
NISM-Series-VIII : Equity Derivatives Certification
NCFM Module : Technical Analysis
NSE Certified Market Professional (NCMP) - Level 1 Certification
NCFM Module : Capital Market (Dealers) Module
NCFM Module : Financial Markets : A Beginner's Module
Internships
Title : Comparative Study of Equity Based Mutual Funds Schemes on the Basis of Alpha
and Beta.
Organization : Stock Holding Corporation of India Limited, Jaipur.
Duration : From 14th June, 2012 To 28th July, 2012
Description :
1. Understand the basic concepts of Mutual fund and its benefits as investment avenue.
2. Analyse the performance of Mutual fund schemes on the basis of various parameters.
3. Compare and evaluate the performance of Equity based schemes of different Mutual funds companies on the Basis of risk and return.
ACADEMIC & EXTRA CURRICULAR ACHIEVEMENT/ACTIVITIES
- Participate in interaction program with former Governor of R.B.I (Dr. D.Subbarao)
- Study on Working of Stock Exchange at JSEL Securities Limited, Jaipur.
- Attend the one day program entitled "National Workshop on Understanding Global Economy for Business Decisions" organized by Jaipuria Institute of Management, Jaipur.
- Editorial member of students Magazine "Finacle Foray" Department of EAFM (University of Rajasthan)
Declaration
I hereby confirm and declare that all the statements made and information mentioned above is true, Correct and complete to the best of my knowledge and belief.
Timeline
Equity Research Analyst
Managing HNI's Equity Portfolio
12.2020 - Current
Equity Research Analyst
Bhansali Trading Company
07.2017 - 08.2020
Research Analyst
Capital Cow Research
01.2016 - 05.2017
Advisor
Anand Rathi Share And Stock Brokers Limited
05.2015 - 12.2015
Officer Trainee
Stock Holding Corporation Of India Limited
01.2013 - 05.2013
Post Graduate - Master of Finance And Control
University of Rajasthan
Graduation - B. Com.
University of Rajasthan
Senior Secondary - Commerce
Ravindra Bal Bharti Sr. Sec. School
Secondary -
A. S. Memorial Sr. Sec. School
NISM-Series- XV : Research Analyst Certification
NISM-Series-VIII : Equity Derivatives Certification
NCFM Module : Technical Analysis
NSE Certified Market Professional (NCMP) - Level 1 Certification
NCFM Module : Capital Market (Dealers) Module
NCFM Module : Financial Markets : A Beginner's Module
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