Summary
Overview
Work History
Education
Skills
Accomplishments
PERSONAL ACTIVITIES
Additional Information
Languages
Timeline
Generic

MOHAN KUMAR BV

Bengaluru

Summary

Distinguished financial markets professional with over 10 years of comprehensive experience in equity trading, research analysis, and portfolio management.

Pioneered innovative trading strategies that consistently delivered alpha across short-term, medium-term, and long-term investment horizons.

Spearheaded the development and implementation of proprietary trading applications that enhanced execution efficiency and risk monitoring capabilities.

Demonstrated exceptional expertise as an Equity Research Analyst by generating high-conviction investment ideas across multiple asset classes, including equities, derivatives, and fixed income instruments. Notable track record in capital preservation through sophisticated risk management frameworks, successfully navigating volatile market conditions while maintaining portfolio stability.

As a Stock Market Advisor, cultivated and mentored new market entrants through comprehensive training programs, empowering them with technical analysis skills, fundamental research capabilities, and practical trading knowledge.

Excels in Relationship Management, consistently delivering personalized investment solutions that achieved superior risk-adjusted returns for high-net-worth clients. Distinguished tenure as a Portfolio Manager marked by successful development of dynamic asset allocation strategies, implementing effective portfolio hedging techniques, and maintaining disciplined risk management protocols.

Proven ability to identify market inefficiencies and capitalize on arbitrage opportunities across various market segments.

Demonstrates exceptional skill in synthesizing macroeconomic trends, sector dynamics, and company-specific factors to generate actionable investment recommendations. Maintains an outstanding track record of capital protection during market downturns while maximizing returns during favorable market conditions through tactical asset allocation and strategic position management.

Overview

26
26
years of professional experience

Work History

Independent Analyst

On Career Break
03.2023 - Current
  • Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
  • Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
  • Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
  • Implemented predictive analytics techniques that enabled proactive adjustments to business strategies based on emerging trends.

Senior Technical Analyst

ProLogic Risk Management Solutions Pvt. Ltd
04.2019 - 02.2023
  • Spearheaded efforts to improve collaboration between technical analysts and other departments, fostering a culture of knowledge sharing and mutual support.
  • Aligned technology initiatives with organizational goals to drive growth and competitiveness within the market space.
  • Streamlined technical processes by identifying inefficiencies and implementing improved solutions.
  • Evaluated vendor proposals to identify the most cost-effective solutions that met both functional requirements and quality standards.

Equity Research Technical Analyst

TradingTree ( Sub Broker of Astha Securities )
07.2013 - 03.2019
  • Maintained up-to-date knowledge of relevant regulatory changes, mitigating any potential compliance risks for clients or employers.
  • Effectively communicated complex financial concepts in written reports and verbal presentations tailored to diverse audiences including senior executives, sales teams, and clients.
  • Reduced time spent on routine tasks through the implementation of automated data processing tools.
  • Collaborated closely with other departments such as risk management to ensure alignment between equity recommendations and overall firm strategy.

Junior Research Analyst

Optimus Share & Broking Ltd.
06.2011 - 05.2013
  • Demonstrated adaptability by quickly learning new software tools as needed to streamline workflow processes or enhance analytical capabilities.
  • Supported senior analysts with in-depth financial analysis of company performance indicators, identifying areas for improvement.
  • Advanced team collaboration efforts through active participation in meetings, sharing ideas, and providing constructive feedback on peers'' work products.
  • Helped drive strategic initiatives forward by consistently identifying opportunities for growth or areas requiring further exploration based on research findings.

Practice Head

Tescra Software Pvt. Ltd.
01.2011 - 03.2011

Regional Manager

E Kalasala India Pvt. Ltd
07.2008 - 10.2010

Centre Head - Krisn Info Technologies Pvt Ltd

Franchisee of Pentsoft Technologies Ltd
04.2006 - 06.2008

Centre Manager

I 2 I Infotainment / Virtual Designs
02.2000 - 04.2008

Graphic Designer - Animator

Online Media Solutions Ltd
09.1998 - 01.2000

Education

Bachelor of Engineering - Electronics

PES Institute of Technology
Bengaluru, India

Skills

  • Microsoft office
  • Analytical thinking
  • MS Excel
  • Time management
  • Communication
  • Interpersonal
  • Leadership
  • Time Management
  • Problem Solving
  • Decision Making
  • Critical Thinking
  • Creativity
  • Adaptability
  • Teamwork
  • Organization
  • Planning
  • Public Speaking
  • Negotiation
  • Conflict Resolution
  • Research
  • Analytical
  • Attention to Detail
  • Self-Motivation
  • Stress Management
  • Collaboration
  • Coaching
  • Mentoring
  • Listening
  • Networking
  • Strategic Thinking
  • Negotiation
  • Emotional Intelligence
  • Adaptability
  • Flexibility
  • Reliability
  • Professionalism
  • Computer Literacy
  • Technical
  • Data Analysis
  • Project Management
  • Customer Service
  • Presentation
  • Written Communication
  • Social Media
  • Troubleshooting
  • Quality Assurance
  • Collaboration
  • Supervisory
  • Risk Management
  • Database Management
  • Training
  • Innovation
  • Documentation
  • Accounting
  • Financial Management
  • Visualization
  • Reporting
  • Business Acumen
  • Process Improvement
  • Documentation
  • Relationship Management

Accomplishments

  • Supervised team of [Number] staff members.
  • Collaborated with team of [Number] in the development of [Project name].
  • Used Microsoft Excel to generate Auto Buy/Sell trades.
  • Achieved [Result] by introducing [Software] for [Type] tasks.

PERSONAL ACTIVITIES

  • Reading
  • Walking
  • Cell Painting
  • Sketching
  • Cookling

Additional Information

I have a fascination for Financial Markets. I have been tracking the markets since 1991

have seen the Gold pledging balance of payment crisis, in 1990, Indian markets open to global markets, Real estate boom of mid 1990s, Dot Com boom and Burst late 1990 to early 2000, Y2K crisis, 2007 market boom, Upper circuit of UPA Govt and again burst, 2008 world recession, Yuan crisis, Covid crisis, and India marching towards a global supplier and manufacturer for the world.

Languages

English
Advanced (C1)
Hindi
Advanced (C1)
Telugu
Upper intermediate (B2)
kannada
Upper intermediate (B2)
Tamil
Upper intermediate (B2)
Malayalam
Intermediate (B1)

Timeline

Independent Analyst

On Career Break
03.2023 - Current

Senior Technical Analyst

ProLogic Risk Management Solutions Pvt. Ltd
04.2019 - 02.2023

Equity Research Technical Analyst

TradingTree ( Sub Broker of Astha Securities )
07.2013 - 03.2019

Junior Research Analyst

Optimus Share & Broking Ltd.
06.2011 - 05.2013

Practice Head

Tescra Software Pvt. Ltd.
01.2011 - 03.2011

Regional Manager

E Kalasala India Pvt. Ltd
07.2008 - 10.2010

Centre Head - Krisn Info Technologies Pvt Ltd

Franchisee of Pentsoft Technologies Ltd
04.2006 - 06.2008

Centre Manager

I 2 I Infotainment / Virtual Designs
02.2000 - 04.2008

Graphic Designer - Animator

Online Media Solutions Ltd
09.1998 - 01.2000

Bachelor of Engineering - Electronics

PES Institute of Technology
MOHAN KUMAR BV