RISHABH BHORIA
New Delhi
Summary
Investment and Capital Markets professional with experience in Equity Advisory, Derivatives, Trading Operations, and Portfolio Management. Currently managing HNI/UHNI client relationships at Axis Securities while providing strategic market insights and investment solutions across Equities and F&O. Experienced in trade lifecycle understanding, risk management, market analysis, stakeholder communication, and process-driven execution. Known for strong analytical skills, attention to detail, and the ability to perform effectively in high-pressure environments. Seeking opportunities within global financial institutions across Capital Markets, Trade Support, Derivatives Operations, Investment Operations, and Wealth Management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
SENIOR EQUITY ADVISOR, PRIVATE CLIENT GROUP
Axis Securities Ltd
Gurgaon, Haryana
03.2025 - Current
- Serve as a trusted advisor to high-value PCG clients, focusing on long-term wealth creation.
- Curate equity-led wealth solutions based on client goals, risk appetite, and market cycles.
- Provide proactive ideas on portfolio positioning, sector rotation, and momentum opportunities.
- Conduct periodic wealth reviews to guide clients toward compounding-friendly portfolios.
- Manage onboarding, compliance, and relationship-building to enhance client retention.
Equity Advisor
Kotak Securities
03.2023 - 03.2025
- Consistently exceeded KRAs, achieving 140%+ performance benchmarks.
- Answered questions comprehensively to gain client's confidence.
- Developed long-term relationships with clients, providing sound financial advice.
- Won multiple Highest KRA Awards for exceptional performance.
- Advised clients on equity opportunities and provided strategic buy/sell recommendations.
- Conducted daily market analysis to identify trends and actionable opportunities.
FINANCE RESEARCH ANALYST INTERN
Wan Street Oasis
08.2022 - 12.2022
- Completed 200+ hours of self-study in financial modelling and valuation to deepen analytical skills.
- Wrote 20+ detailed finance articles on valuation, modelling, accounting, and economics to enhance financial literacy.
- Appreciated by the CEO for aggressive target achievement and high-quality output.
- Helped drive 30% month-over-month traffic growth through SEO-optimized content.
- USA
Education
MBA - Finance
Symbiosis International University
Pune06-2026
Bachelor of Arts - English Literature
University of Delhi
New Delhi, DL01-2021
Skills
- Portfolio management
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Adaptability
- Flexibility
- Risk Management
- Strong communication
- Equity advisory
- Derivatives advisory
- Portfolio review
- Market analytics
- Client relationship management
- Market research
- Derivatives trading
- Technical analysis
- Financial modelling
- Capital markets
- Client engagement
Languages
English
Beginner
A1
Hindi
Beginner
A1
Spanish
Beginner
A1
Certification
- NISM SERIE VIII
- NISM SERIE I
Accomplishments
- HIGHEST KRA AWARD
Timeline
SENIOR EQUITY ADVISOR, PRIVATE CLIENT GROUP
Axis Securities Ltd
03.2025 - Current
Equity Advisor
Kotak Securities
03.2023 - 03.2025
FINANCE RESEARCH ANALYST INTERN
Wan Street Oasis
08.2022 - 12.2022
MBA - Finance
Symbiosis International University
Bachelor of Arts - English Literature
University of Delhi