Pawan Kumar Arora
New Delhi
Summary
Equity Market Advisor with 8+ years of experience in equity advisory, client relationship management, portfolio review, and investment research. Skilled in providing market insights, stock recommendations, and portfolio solutions to retail and HNI clients. Strong understanding of equity markets, technical analysis, risk profiling, and investment products.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Equity Research Associate
Kotak securities
02.2026 - Current
- Conducted in-depth research on equity markets and industry trends.
- Prepared detailed reports for investment recommendations and client presentations.
- Conducted portfolio review meetings and provided investment strategies aligned with clients' risk appetite and financial goals.
- Advised retail and HNI clients on equity investment opportunities based on their risk profile and financial objectives.
- Conducted fundamental and technical analysis to identify potential investment opportunities.
- Ensured adherence to SEBI regulations, compliance standards, and internal policies.
- Conducted client meetings, investment presentations, and investor awareness sessions.
Equity Advisor
HDFC SECURITIES
03.2023 - 02.2026
- Advised clients on equity, derivatives, and investment opportunities based on market research.
- Executed buy and sell orders efficiently while ensuring compliance with exchange regulations.
- Conducted technical and fundamental analysis to identify profitable trading opportunities.
- Managed client portfolios and provided regular investment recommendations.
- Monitored market trends, corporate announcements, and economic developments for investment decisions.
Equity Dealer
Religare Broking Ltd.
02.2021 - 02.2023
- Guide clients in the development of skills or strategies for dealing with their problems. Achievements/Tasks Establishes strong
- Long-term customer relationships and Identifies new business opportunities and maintains Relationships with key decision makers. My analytical knowledge has been increased now I can relate the financial terms in a practical world.
- Analyzing
- Monitoring
- And forecasting stock market trend Buying and selling stocks for clients as per their needs
Equity Dealer
Aditya Birla Money
01.2019 - 01.2021
- Performing industry analysis, sector analysis and individual stock analysis along with analysis of the current market scenario. Equity research using ratio analysis
- Individual stock analysis along with analysis of the current market scenario. Financial interest of clients in a professional manner.
- And forecasting stock market trend Buying and selling stocks for clients as per their needs
Assistant Manager
Motilal Oswal Ltd.
03.2018 - 12.2018
- Collected and studied financial reports and made short-term and long-term investment plans.
- Open Demat Account, Sales Financial Cross Selling Product, Sell SIP and Mutual Fund
- Communicated with stock brokers via telephone and email.
- Collected and studied financial reports and made short-term and long-term investment plans.
Education
Pursuing CFA Level I (Target Exam: February 2027).
CFA institute
06.2026 - 02.2027
Bachelor of Commerce - Commerce
Anandi Devi Institute of ALIGARH
ALIGARH, UTTAR PRADESH 04.2014 - 06.2017
12th - PCM
GS International School
10th - Science
Tagore International School
Skills
- Portfolio Advisory
- Investment Strategy
- HNI Client Management
- Equity Research & Analysis
- Market Commentary
- Investment Presentations
- Regulatory Compliance
- Economic & Market Analysis
Certification
- NISM VIII - Equity Derivative
- NISM Currency Derivative
- NISM Mutual Fund Distribution Certificate
- IRDA IC 38
- XXI A Portfolio Management Service.
- NISM VII (NISM Securities Operation and Risk management.)
- NISM XV (Research analyst)
Personal Details
- Father name: Ramesh Chandra Arora
- D.O.B: 10 Sep 1992
- Marital Status: Single
- Language: Hindi, English
- Date :
- Place : New Delhi
Timeline
Pursuing CFA Level I (Target Exam: February 2027).
CFA institute
06.2026 - 02.2027
Equity Research Associate
Kotak securities
02.2026 - Current
Equity Advisor
HDFC SECURITIES
03.2023 - 02.2026
Equity Dealer
Religare Broking Ltd.
02.2021 - 02.2023
Equity Dealer
Aditya Birla Money
01.2019 - 01.2021
Assistant Manager
Motilal Oswal Ltd.
03.2018 - 12.2018
Bachelor of Commerce - Commerce
Anandi Devi Institute of ALIGARH
04.2014 - 06.2017
12th - PCM
GS International School
10th - Science
Tagore International School