SHRUTHI H
Bengaluru
Summary
Financial professional with extensive experience at Wealth Wave Research, specializing in equity research and investment advisory. Expertise in financial modeling and data analysis, effectively identifying market trends to improve client satisfaction. Committed to providing strategic insights that contribute to investment success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Research Analyst
Wealth Wave Research
01.2025 - Current
- Conducted in-depth market research to identify investment trends and opportunities.
- Analyzed financial data to support strategic investment recommendations.
Financial Advisor
XYZ Company
11.2021 - 12.2024
- Analyzed market trends to inform client investment decisions and portfolio management.
- Collaborated with team members to improve service delivery and client satisfaction.
Financial Advisor
AN CORPORATE SOLUTIONS
01.2019 - 10.2021
- Educated clients about financial products, services, and market conditions.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Promoted business to increase customer base and grow revenue.
Education
MBA - HRM&A
PESITM
SHIMOGA01.2022
MBA -
PESITM, Shivamogga
Shivamogga01.2015
BBM -
ATNCC
Shivamogga01.2011
PUC -
Shikaripura
Shikaripura01.2008
SSLC -
Shikaripura
Shikaripura01.2006
Skills
- Equity research and valuation
- Financial modeling
- Technical and fundamental analysis
- Portfolio management and risk assessment
- Investment advisory and reporting
- Microsoft Excel, PowerPoint, and Word
- Trading platforms expertise
- Sector and industry analysis
- Macroeconomic indicator tracking
- Derivatives and options strategies
- Quantitative and qualitative research
- Data interpretation
- Report writing
Certification
- NISM – Equity & Research
- NISM – RA
Hobbies and Interests
- Reading financial journals and market research articles
- Following global economic and stock market trends
- Attending webinars/seminars on finance and trading strategies
- Yoga/meditation (focus and discipline)
Personal Information
- Date of Birth: 04/24/91
- Marital Status: MARRIED
Personal Qualities
- Strong work ethic
- Self-motivated and proactive
- Adaptable and flexible
- Decision-making ability
- Team management skills
- Analytical and critical thinking
- Data-driven decision making
- Accuracy and precision
- Research-oriented
- Strong interpersonal skills
- Customer-centric mindset
Timeline
Research Analyst
Wealth Wave Research
01.2025 - Current
Financial Advisor
XYZ Company
11.2021 - 12.2024
Financial Advisor
AN CORPORATE SOLUTIONS
01.2019 - 10.2021
MBA - HRM&A
PESITM
MBA -
PESITM, Shivamogga
BBM -
ATNCC
PUC -
Shikaripura
SSLC -
Shikaripura
Similar Profiles
Sufiyan Rafiq ShaikhSufiyan Rafiq Shaikh
Accountant at Wealth Wave Advisor'sAccountant at Wealth Wave Advisor's
Sufiyan Rafiq ShaikhSufiyan Rafiq Shaikh
Accountant at Wealth Wave Advisor'sAccountant at Wealth Wave Advisor's
KEYUR PASTAGIAKEYUR PASTAGIA
SR. UI/UX DESIGNER at Research and Ranking Wealth Advisory Ltd.SR. UI/UX DESIGNER at Research and Ranking Wealth Advisory Ltd.
Sabir PashaSabir Pasha
Senior Technical Solutions Engineer at BARRACUDA NETWORKSSenior Technical Solutions Engineer at BARRACUDA NETWORKS
Vishnu Putri SVishnu Putri S
Secondary French Teacher at Ebenezer International SchoolSecondary French Teacher at Ebenezer International School