Trendlyne
Pratik Patni
Derivative Research Analyst
Mumbai,Maharashtra
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
8
8
years of post-secondary education
5
5
Certificates
Work History
Derivatives and Technical Research Analyst
Sbi Cap Securities
Mumbai
09.2022 - Current
- Conducted daily conference calls to inform about currency and equity market trends, opportunities, etc.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Monitored market trends and news to identify emerging opportunities.
- Conducted client webinars for financial education and awareness.
- Provided opportunities based on data, taking market trends into consideration.
- Worked on social media developments, like creating YouTube videos to provide information on market concepts.
- Hosted a daily morning Hindi podcast to address an audience who face difficulty understanding English.
Equity Research Technical Analyst
Moonrun Capital
Mumbai
09.2020 - 09.2022
- Identified plays and themes on basis of charts and technical analysis using different tools.
- Utilized screening tool to identify bottom-up stock idea identification.
- Report writing on the weekly setup and analysis for Nifty & Bank-nifty and breath of respective sectors.
- Oi data, PCR data analysis as well as Specialization in commodities and various currencies including USD-INR.
- Managing funds up-to 50cr.
RESEARCH ASSOCIATE
OPTION FINANCIAL RESEARCH (2017-2020)
Mumbai
07.2017 - 08.2020
- Gathered and organized information for research purposes.
- Performed research into study topics to increase knowledge and to provide valuable contributions.
- Taken Educational lectures of students regarding derivatives and Technical analysis
- Development of website content w.r.t to Fundamentals and Technicals
- Working on Development on AI based program which helps in identifying all technical parameters.- Tradeclue
Intern
Evermore Stock Brokers
Mumbai
05.2016 - 09.2017
- learnt Basic understanding of technical and fundamental analysis
- Data analysis from research reports
Education
MBA - Financial Management
NMIMS
Mumbai 01.2021 - Current
Bachelor of Science - Biotechnology
KWC College
Sangli 08.2013 - 06.2016
High School Certificate - Science Education
DKTE
Ichalkaranji 05.2011 - 05.2013
Skills
Identification of Strength and weakness in indices on basis of personally developed scanners
Software
Chartink
Opstra
TradeClue
TradingView
Certification
NISM-15 Research Analyst
Interests
Swimming
Browsing to be aware of current happening and trends
Reading Books
Astrology & Numerology
Meditation
Timeline
YALE university:Financial Markets By Robert J Shiller
01-2023
Derivatives and Technical Research Analyst
Sbi Cap Securities
09.2022 - Current
Economic Tips For Everyone : Linkedin
07-2022
Fundamental Analysis : Zerodha
05-2022
NISM-15 Research Analyst
02-2021
MBA - Financial Management
NMIMS
01.2021 - Current
Equity Research Technical Analyst
Moonrun Capital
09.2020 - 09.2022
RESEARCH ASSOCIATE
OPTION FINANCIAL RESEARCH (2017-2020)
07.2017 - 08.2020
NISM Derivative Module
05-2017
Intern
Evermore Stock Brokers
05.2016 - 09.2017
Bachelor of Science - Biotechnology
KWC College
08.2013 - 06.2016
High School Certificate - Science Education
DKTE
05.2011 - 05.2013
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