Reading Books
Rahul Chaudhary
Senior Research Consultant
Kolkata,WB
Summary
Successful Senior Research Consultant with over 5 Years of experience . Average Portfolio returns over the past 5 years is 22% . Sectors covered in depth are IT, Banks and specific sector leaders from prospective industries. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return.
Overview
16
16
years of professional experience
9
9
years of post-secondary education
1
1
Language
Work History
Senior Research Consultant
EIS Finserv Pvt Ltd ( Family Office )
Kolkata, West Bengal
04.2016 - Current
- Advising on Portfolio Size approx. 10 Crores (INR) in Equity and 40 Crores in debt .
- Investment strategy is primarily Growth Investing (Investing in India, and developed nations ).
- Our Family office is Leading Broking house of eastern India - East India Securities ltd .
Mutual Fund Advisor
EIS Finserv Private Limited ( Family office )
Kolkata, West Bengal
04.2007 - 03.2016
- AMFI Certified Mutual fund Advisor .
- Built Relationships with approx 200 Retail and Institutional Clients and helped them achieve higher returns by recommending mutual fund schemes .
- My performance and analytical skills was appreciated and recognized by my office and was promoted to Senior Research consultant .
Sales Manager
ICICI Bank
Kolkata, West Bengal
04.2006 - 03.2007
Worked as a Sales Manager and was advising to 3 branches of Icici Bank.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Developed innovative marketing campaigns to increase engagement with target demographic and drive brand exposure.
Education
Bloomberg Certified Professional - Bloomberg Terminal
Bloomberg Market Concepts
Online Bloomberg Website 01.2020 - 07.2020
Authorised Research Analyst
SEBI Registered Research Analyst
Www.sebi.gov.in 10.2019 - Current
Behavioural Finance Course .
Behavioral Finance Course
Flame University - Pune 06.2019 - 06.2019
CFA LEVEL 1 - Finance
CFA Institute - USA
Www.cfainstitute.org 06.2018 - Current
National Institute of Securities Market - Research And Finance
NISM Certifications
Www.nism.ac.in 04.2008 - 06.2008
PGDBA - Management
Institute For Technology And Management
Navi Mumbai 04.2001 - 04.2003
Skills
Fundamental Research
Portfolio Management
Quant Analytics - Analysing Options
Identifying Financial Shenanigans
Technical Analysis
Tableau for Data Visualization
Interests
Playing and spending time with children and parents
Timeline
Bloomberg Certified Professional - Bloomberg Terminal
Bloomberg Market Concepts
01.2020 - 07.2020
Authorised Research Analyst
SEBI Registered Research Analyst
10.2019 - Current
Behavioural Finance Course .
Behavioral Finance Course
06.2019 - 06.2019
CFA LEVEL 1 - Finance
CFA Institute - USA
06.2018 - Current
Senior Research Consultant
EIS Finserv Pvt Ltd ( Family Office )
04.2016 - Current
National Institute of Securities Market - Research And Finance
NISM Certifications
04.2008 - 06.2008
Mutual Fund Advisor
EIS Finserv Private Limited ( Family office )
04.2007 - 03.2016
Sales Manager
ICICI Bank
04.2006 - 03.2007
PGDBA - Management
Institute For Technology And Management
04.2001 - 04.2003