Summary
Overview
Work History
Skills
Additional details
education
Timeline
Generic
Sadanand Ibitwar

Sadanand Ibitwar

Mumbai

Summary

Dynamic financial professional with expertise in technical and fundamental analysis, honed at Motilal Oswal Financial Services. Proven track record in portfolio management and client advisory, leveraging strong analytical skills to drive investment success. Recognized for delivering tailored financial solutions and enhancing client engagement through effective communication and strategic insights.

Overview

5
5
years of professional experience

Work History

Teaching Assistant ( Technical Analysis )

leapup edutech
Mumbai
12.2024 - Current
  • Daily research on trading setups.
  • Stock market analysis and derivative market analysis.
  • Maintaining of a trade setup performance journal
  • Conducting live doubt-solving and practice sessions with students.

trader

earnestroi llp
04.2023 - 07.2023
  • Executing buy and sell order using technical analysis and quantitative tool in crypto market, analysis of economic condition and make informed decision in trading, using various algo tool for trading,,implement risk management, backtesting various strategy etc.

Financial Advisor

motilal oswal financial service ltd
02.2022 - 01.2023
  • Advising client on equity,derivatives markets,creation of revenue and activation of client through effective advisory,cross selling of other product like mutual fund,pms etc.,profiling client by conducting in depth review of client financial requirement,analysing information and recommending portfolio.

Wealth Manager

edelweiss wealth management
03.2021 - 05.2021
  • B2B Sales (Associate partners), Existing client calling, Profiling, Onboarding , Pitching right products information to client, calling to customers etc.

internship program

finlatics
05.2020 - 06.2020
  • Financial markets research, industrial and sectoral fundamental research, Prepared research reports, analysis of income statement or balance sheet , SWOT analysis of company, five forces of porter model etc
  • Best Managed Portfolio' award from finlatics.

Skills

  • Technical & Fundamental analysis
  • Portfolio management
  • Fixed income securities
  • Derivatives
  • Financial accounting
  • Analysis & Reporting
  • Financial management
  • Corporate finance: Valuation & Financial Modelling
  • Structured finance
  • Mergers & Acquisitions
  • Knowledge of financial markets
  • Analysis of factsheet
  • Backtesting various strategy using technical indicator and tools
  • Knowledge of excel, words, powerpoint presentation

Additional details

• Languages Known: English, Hindi, Marathi
• Hobbies: Playing Cricket, Fantasy Games, Traveling, Reading financial news and Analysis of stock market using
technical indicators etc.
• Personality : risk taker ,calm and peace as well as like to work with as a group.

education

  • MSc.Finance, 2019-21, Alkesh Dinesh Mody Institute For Financial And Management Studies, O
  • Graduation, 2016-19, Bhavan's College(MUMBAI UNIVERSITY), 7.23(A)
  • 12th, 2015-16, Bhavan's College(HSC), 74.92%
  • 10th, 2013-14, Jijamata Vidya Mandir(SSC), 78%

Timeline

Teaching Assistant ( Technical Analysis )

leapup edutech
12.2024 - Current

trader

earnestroi llp
04.2023 - 07.2023

Financial Advisor

motilal oswal financial service ltd
02.2022 - 01.2023

Wealth Manager

edelweiss wealth management
03.2021 - 05.2021

internship program

finlatics
05.2020 - 06.2020

Similar Profiles

CREATE PROFILE
Sadanand Ibitwar