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
3. My Responsibilities as Member of Investment Advisory Committee at Investment Advisory Firm
(Registered Investment Advisor with SEBI; Based at Mumbai)
- Develop and review Investment Management Process, Investment Philosophy of the company
- Develop and Review Investors' Risk Profiling Tool
- Develop and Review Goal based asset allocation strategies
- Develop fund selection model
- Provide independent opinion about companies' strategies and add value to the growth of the organisation
4. My Responsibilities as Managing Partner at Billionedge Investment Advisors
(Registered Investment Advisor with SEBI; Based at Hyderabad)
- Portfolio Performance Appraisal by continuous monitoring of Portfolio Performance and suggest re-balancing strategies
- Review the potential profitable trading opportunities
- Provide recommendations on various stocks’ positions based on fundamental and technical analysis
5. My Responsibilities as Knowledge Partner at Abundance Stock Advisors
(Registered Research Analyst with SEBI; Based at Pune)
- Write various articles / blog on the theme of Investment Management / Wealth Management / Fundamental and Technical Analysis of stock markets
- Conducting Training Program on Fundamental Analysis and Technical Analysis