1. My Responsibilities as Knowledge Partner at Vivek Financial Focus Ltd
(Registered Stock Broker with BSE & NSE; Based at Delhi)
Take the firm from transaction oriented to knowledge oriented
Develop Risk Profiling Tool
Develop Asset Allocation Model
Develop stock / fund selection framework
Provide Corporate Advisory Services
2. My Responsibilities as Consultant to Phronesis Capital Limited
(Registered Debt Broker with BSE; Based at Mumbai)
Credit Appraisal of Companies and Debt Instruments
Develop in-house credit rating framework / model
Perform the credit appraisal of lower rated instruments to identify potential out performers which can add Alpha returns
Conduct Training programs for research analysts
Develop research report template and supervise the research output