Summary
Overview
Work History
Education
Skills
Websites
Certification
Awards
Timeline
Generic

Rajat Raut

Financial Advisor
Nagpur

Summary

Professional investment expert with strong background in supporting financial advisory teams. Leveraged expertise in portfolio management and client relations to enhance service quality and operational efficiency. Reliable collaborator known for adaptability and achieving team goals, with strong skills in financial analysis and client communication.

Overview

9
9
years of professional experience
3
3
Certifications

Work History

Equity Dealer

Motilal Oswal Financial Services
06.2024 - 09.2025
  • Execute buy and sell orders, ensuring accurate and timely execution.
  • Acquiring and handling only HNI and ultra HNI client relationships.
  • Collaborated with research analysts to identify investment opportunities and develop trading strategies.
  • Oversaw equity, IPO, commodity, and derivatives trades.

Financial Analyst

SKW INVESTMENT ADVISORY & NIVESHARTHA Pvt.Ltd.
12.2023 - 05.2024
  • Portfolio Management of clients according to their ticket size
  • Managed and review portfolio of HNI and Ultra HNI clients.
  • Working on purely technical analysis to advise equity stocks and options to clients
  • Acquiring clients in the later half time of the market
  • Executing buy and sell orders for clients while analyzing market trends and economic indicators

Investment Advisor & Research Analyst

Armstrong Capital & Financial Services Pvt.Ltd.
03.2022 - 08.2023
  • Assisted clients in setting achievable short-and long-term financial objectives aligned with their priorities and lifestyle expectations.
  • Prepare financial plans for HNI clients and advise them on goal-based investments.
  • Portfolio management of clients according to their ticket size.
  • Working on all financial instruments to meet the client’s investment goals.
  • Acquiring clients in the latter half of the market.

Equity Research Analyst (Internship)

FINALYTICS
10.2021 - 12.2021
  • Internship for Financial Markets Experience Program as Equity Research Analyst
  • Writing Reports on the stocks shortlisted based on parameters
  • Handling a dummy portfolio of 1 lakh and making a return on the stocks shortlisted on parameters

Junior Worker

Adish Aluminum
07.2016 - 03.2017
  • Oversaw installation, operation, maintenance, and repair to ensure equipment's are installed without any issues

Education

Post Graduate Diploma in Management - Finance

JAGSOM
Bengaluru, India
12.2023

Bachelor of Engineering - undefined

SBIJTMR
Nagpur, Maharashtra
03.2019

Skills

    Portfolio management

    Technical analysis proficiency

    Networking and relationship building

    Reporting skills

    Client relations

Websites

Certification

NISM Series V (Mutual Fund Distributors Certification), 2022-08

Awards

Secured 2nd position in All India Abacus Competition held in Chennai in 2010., Secured 4th position in Design Thinking Project.

Timeline

Equity Dealer

Motilal Oswal Financial Services
06.2024 - 09.2025

Financial Analyst

SKW INVESTMENT ADVISORY & NIVESHARTHA Pvt.Ltd.
12.2023 - 05.2024

Investment Advisor & Research Analyst

Armstrong Capital & Financial Services Pvt.Ltd.
03.2022 - 08.2023

Equity Research Analyst (Internship)

FINALYTICS
10.2021 - 12.2021

Junior Worker

Adish Aluminum
07.2016 - 03.2017

Bachelor of Engineering - undefined

SBIJTMR

Post Graduate Diploma in Management - Finance

JAGSOM

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Rajat RautFinancial Advisor