SAHADEO LAXMAN DHURI
Financial Advisor PCG Desk
Mumbai
Summary
To secure a challenging job position in a reputable organization that can utilize my skills and potentials and provide new experiences and opportunities that can allow me to expand my learnings, knowledge and skills.
Overview
1
1
Language
3
3
Certifications
10
10
years of professional experience
Work History
Financial Advisor
Motilal Oswal Financial Services
03.2022 - Current
- Managed and advised on derivative strategies for a portfolio base of ₹200 crore AUM under the Private Client Group Desk.
- Handled ultra HNI, celebrity, and corporate client accounts with customized equity and derivatives investment strategies.
- Delivered consistent alpha generation of 7%+ over benchmark returns across client equity portfolios.
- Cultivated strong client relationships by managing equity portfolios with transparency and trust.
- Generated strong equity returns through detailed analysis of mid-cap and blue-chip stocks across multiple market cycles.
- Specialized in sector-focused investing by tracking emerging industries and allocating portfolios toward high-growth sectors.
- Executed derivatives transactions while negotiating effectively and ensuring compliance with legal documentation.
- Streamlined trade execution processes through STRATX, improving overall productivity and minimizing errors in the workplace.
- Provided data-driven insights and conducted regular portfolio reviews to enhance client decision-making and boost investment confidence.
Assistant Manager
Kotak Securities
02.2018 - 03.2022
- Working with Kotak Securities for 3 years and 6 months as Assistant Manager from Feb 2018 and going on till date.
- Managed HNI customer portfolios, providing tailored trading assistance to enhance investment strategies.
- Traded stocks on electronic network daily.
- Analyze market and track stock fluctuations.
- Leveraged trading expertise and knowledge of third-party products to offer comprehensive financial solutions and drive sales.
CALL & TRADE EXECUTIVE
SBI CAP SECURITIES
03.2016 - 01.2018
- Worked with SBI CAP SECURITIES for 2 years as CALL & TRADE EXECUTIVE from Mar 2016 to Jan 2018.
- Coordinated with research team to provide tailored stock recommendations for clients.
- Dealing in Options & Futures Trades on regular basis.
- Activated Stop Traders (ST) and generated revenue from ST clients.
- Dealing in Options & Futures Trades on a regular basis.
Education
Bachelor of Management Studies - Finance
Chetana College
Mumbai, India 04.2001 -
HSC - undefined
Chetana College
01-2012
SSC - undefined
I.E.S New English School
01-2010
Skills
Financial market knowledge
Strategic investment planning
Investment risk assessment
Analysis of mutual fund performance
Risk management
Analytical decision-making
Client engagement
Effective communication
Certification
NISM’s Certification Courses
EXTRAMURAL ENGAGEMENTS
- A comparative study on “Ready to eat products” on all aspects of growth, marketing, finance and distribution system.
- Worked with Book my Show for IPL and many other promotional Events.
Timeline
Financial Advisor
Motilal Oswal Financial Services
03.2022 - Current
Assistant Manager
Kotak Securities
02.2018 - 03.2022
CALL & TRADE EXECUTIVE
SBI CAP SECURITIES
03.2016 - 01.2018
Bachelor of Management Studies - Finance
Chetana College
04.2001 -
SSC - undefined
I.E.S New English School
HSC - undefined
Chetana College