Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Yogesh Rathi

Pune

Summary

Dynamic Technical Analyst and ODIN Operator with 11 years of experience in the financial sector, adept at managing portfolios for over 400 clients. Expertise in technical analysis and trading provides a strong foundation for delivering actionable insights and strategic calls for both short-term and long-term investments. Proficient in sales and portfolio management, with a keen understanding of capital markets and financial securities. Committed to leveraging analytical skills to drive optimal client outcomes and enhance trading performance.

Overview

10
10
years of professional experience
2011
2011
years of post-secondary education
3
3
Certifications
4
4
Languages

Work History

Technical Analyst and ODIN Operator

Kishan Investments
08.2014 - 12.2024
  • Company Overview: Sub-Broker of Nirmal Bang Securities Pvt.Ltd
  • Developed a knowledge base of common issues and solutions to improve clients self-service and reduce the need for technical support.
  • Guided clients in value investing and building a balanced and diversified portfolio.
  • Analyzed 1000s of technical charts of small cap,mid cap and large cap as well as derivatives market to gauge market trend and momentum
  • Successfully decoded and curated option chain data for indices and stocks for expiry trades
  • Traded index derivatives and options with multiple strategies for best possible risk to reward ratios

Education

Advanced Diploma - 3D Animation

Maya Academy of Advanced Cinematics (MAAC)
Pune

B.Com. -

Amravati University
Akola, India

Skills

Technical Analysis

Certification

NSE Certified Technical Analyst in Financial Markets (NCFM)

Timeline

Technical Analyst and ODIN Operator

Kishan Investments
08.2014 - 12.2024

Advanced Diploma - 3D Animation

Maya Academy of Advanced Cinematics (MAAC)

B.Com. -

Amravati University
Yogesh Rathi