Sahil Chauhan

New Delhi

Summary

Presently employed as a Jr Product Analyst at Master Capital Services, where responsibilities encompass overseeing Mutual Funds, PMS, AIF, in addition to handling Retirement Planning and conducting Portfolio Analysis and reviews.

Overview

years of professional experience

Certification

Work History

Finoability

Portfolio analysis, Goal planning processes
Monitored and tracked company and sectors activities
Live project in financial planning and wealth management.

Jr Product Analyst

mastertrust

07.2022 - Current

Analyze a variety of financial products like mutual funds, PMS, AIF, fixed deposits, and more
Assist the different verticals with tasks such as portfolio analysis, retirement planning, and addressing other inquiries
Prepare & float Weekly / Monthly performance report
Conduct products training sessions for PAN India sales teams as well as for clients
Execution of PAN India Bonds and Unlisted shares deal
Joint calls for new product empanelment
Prepare and float daily / weekly / monthly recommendations for products
Ad-hoc Requests.

Education

MBA - Finance -

Guru Jambheshwar University of Science and Technology

Hisar, Haryana

Btech - Civil -

Maharishi Dayanand University

Rohtak, Haryana

Skills

Advance Excel / Google Sheets
Data Visualization
Basic SQL

MS Word / Power Point
Friendly, Positive Attitude
Problem-Solving

Websites

www.linkedin.com/in/sahil-chauhan-197-6a7-420

Certification

NISM Mutual Fund Certification (5A) (Valid up to Apr'26)
Google Data Analytics Professional Certificate

Internship

Finoability, 45 Days, Portfolio analysis, Goal planning processes, Monitored and tracked company and sectors activities, Live project in financial planning and wealth management.

Personal Information

Title: Jr Product Analyst

Timeline