Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Languages
Timeline
Generic

Shubham Bhutada

Mumbai

Summary

Finance and law graduate with 5+ years of hands-on experience as an independent trader and freelance financial consultant. Proven skills in equity market trading, equity derivatives, financial analysis, and client advisory. Certified in NISM Equity Derivatives (93.5/100) with ongoing CFA Level I pursuit (re-attempt 2026) alongside professional courses in investment banking, valuation, financial modelling, and advanced Excel. Seeking to leverage analytical expertise, trading insights, and continuous upskilling to launch a career in investment banking or equity research.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Independent Trader & Freelance Financial Consultant

Independent Trader & Freelance Financial Consultant
Mumbai
01.2021 - 08.2025
  • Conducted equity and derivatives trading using technical and fundamental analysis, generating consistent insights for self and clients.
  • Served as Referral Agent for Upstox, aiding retail clients in account setup, trading guidance, and investment awareness, boosting client investment confidence.
  • Researched and analyzed company financials, bond markets, and industry trends to support sound investment decisions and portfolio diversification.
  • Applied risk management techniques to optimize client portfolios and mitigate exposure during volatile market conditions.

Freelance Market Advisory

Freelance Market Advisory
Mumbai
01.2018 - 01.2021
  • Managed personal equity and bond trades while completing law degree, building foundational knowledge of market mechanics and investment strategies.
  • Developed effective client communication skills through advisory engagements aimed at enhancing market participation and investment education.

Education

Bachelor of Laws (LLB) -

G.J. Advani Law College
Mumbai, India

Bachelor of Commerce (B.Com) -

Dr. Babasaheb Ambedkar Marathwada University
India

Skills

  • Equity & Bond Market Trading
  • Financial Statement Analysis & Valuation
  • Equity Derivatives
  • Risk Management & Portfolio Diversification
  • Technical & Fundamental Analysis
  • Financial Modelling & Advanced Excel
  • Client Advisory & Communication
  • Market Research & Trend Analysis

Certification

  • CFA Level I Candidate, CFA Institute, Re-attempt scheduled 2026
  • NISM Equity Derivatives Certification, 93.5/100
  • Investment Banking & Valuation Fundamentals, Udemy, In progress
  • Financial Modelling, Udemy, In progress
  • Advanced Excel for Finance, Udemy, In progress
  • Data Science for Finance, Planned

Additional Information

Developed adaptability, market awareness, and client engagement skills through freelance roles., Strong passion for investment banking, equity research, and financial advisory services., Committed to continuous learning in finance, analytics, and technology to drive professional excellence.

Languages

English
Upper Intermediate
B2
Hindi
Proficient
C2
Marathi
Proficient
C2

Timeline

Independent Trader & Freelance Financial Consultant

Independent Trader & Freelance Financial Consultant
01.2021 - 08.2025

Freelance Market Advisory

Freelance Market Advisory
01.2018 - 01.2021

Bachelor of Laws (LLB) -

G.J. Advani Law College

Bachelor of Commerce (B.Com) -

Dr. Babasaheb Ambedkar Marathwada University
Shubham Bhutada