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, India12.2023
Bachelor of Engineering - undefined
SBIJTMR
Nagpur, Maharashtra03.2019
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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