Sachin Gupta

Accurate Trading Calls: Deliver actionable intraday and positional trading ideas in Equity and Derivatives segments with a strong focus on precision, resulting in improved client outcomes and sustained engagement.

Strategic Market Analysis: Conduct in-depth analysis using a blend of technical and fundamental approaches to generate well-informed investment strategies, supporting both retail and HNI clients in achieving superior returns.

Diverse Product Management: Handle a wide range of investment products, including BTST Trades, 5 Momentum Stocks, Weekly Swing Calls, Positional Calls, Small Cases, and Trades for MFT & SIP Stocks, catering to various risk profiles and time horizons.

Research Content Creation: Write daily and weekly reports on Equity and Commodity markets tailored for social media platforms, boosting the firm’s digital presence and attracting a broader client base through thought leadership.

Media Appearances: Represent the organization on prominent financial news channels like CNBC, Money9 and ET Now, strengthening the brand image and establishing thought leadership in the market.

Stakeholder Market Updates: Provide regular market overviews and strategic updates to internal teams (Customer Support and Business Partners) and external clients, enhancing their market awareness and decision-making capability.

Driving Business Growth through Research: Play an instrumental role in business development by offering customized investment solutions, leading to higher client conversion, satisfaction, and long-term retention.

Market Share Expansion: Contribute to increasing market share by developing unique, high-value research products that differentiate the organization from competitors and meet evolving client needs.

Sales Enablement Support: Support sales and advisory teams by providing timely, research-backed recommendations that improve client onboarding and increase sales of financial products.

Client Engagement & Education: Maintain continuous client interaction through updates, performance tracking, and educational content, deepening relationships and encouraging higher wallet share per client.

• Delivered accurate and timely trading recommendations across Equity, Derivatives, and Commodity markets.
• Led the research team in creating technical and fundamental analysis reports for informed investment decisions.
• Strengthened support for branches and franchises through personalized advisory and tailored market insights.
• Drove business growth by aligning research-backed strategies with client acquisition and retention efforts.
• Improved client conversion rates by offering customized investment solutions based on market research.
• Enhanced market visibility and brand positioning through expert contributions on media and digital platforms.

• Specialized in delivering high-accuracy trading calls for Equity markets, improving client profitability and engagement.
• Managed HNI client portfolios with customized trading strategies, driving portfolio performance and client satisfaction.
• Prepared in-depth market research reports with a focus on global market trends and macroeconomic factors, supporting strategic investment decisions.