RAJESH M
Bangalore
Summary
Expertise in Technical and Derivatives Research.
With a robust foundation in financial markets, I excel in forecasting future price movements, even amidst complex and volatile conditions. I boast a proven track record in accurately predicting major stock movements. I take pride in being among the few market technicians in India to possess higher-end knowledge in advanced practices, including the Smart Money Concept and the 44 Moving Average strategy.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Equity Advisor
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
Bangalore
09.2024 - Current
- Managed client portfolios for retail and high-net-worth individuals, overseeing assets totaling 50 crores.
- Executed intraday, swing, and positional trading strategies to maximize returns.
- Identified promising IPOs while preemptively addressing underperforming investments to mitigate risk.
Financial Advisor
NIVESHARTHA PRIVATE LIMITED
Bangalore
07.2023 - 07.2024
- Assessed financial needs of individuals to guide investment decisions on stocks, bonds, and insurance.
- Established relationships by evaluating clients' preferences and risk tolerance through consultations.
- Identified and generated new business opportunities to drive revenue growth.
- Facilitated personalized financial strategies aligned with clients' goals and objectives.
Education
Bachelor of Engineering - Mechanical Engineering
M S Ramaiah Institute of Technology
Bangalore08-2023
Diploma - Mechanical Engineering
S J P N Trust's Polytechnic, Nidasoshi.
Belagavi10-2020
Skills
- Technical research in financial markets with higher-end practices: Smart Money Concept, 44 moving average trading
- Skilled in framing equity derivative strategies according to market conditions
- Ability to forecast market trends and identify profitable opportunities
- Excellent communication: verbal and written
Languages
Kannada
First Language
English
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2
Marathi
Beginner (A1)
A1
Certification
- NISM VIII - Equity Derivatives
Hobbies
- Listening to songs
- Bike riding
- Sports car driving, go karting
Timeline
Equity Advisor
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
09.2024 - Current
Financial Advisor
NIVESHARTHA PRIVATE LIMITED
07.2023 - 07.2024
Bachelor of Engineering - Mechanical Engineering
M S Ramaiah Institute of Technology
Diploma - Mechanical Engineering
S J P N Trust's Polytechnic, Nidasoshi.
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