Headline

Fund Management | Technical Research Analyst | Equity & Derivative Dealer | CMT Lvl 1 Candidate | NISM Series 8 [Equity & Derivatives] / IC-38 Certified

About

Highly skilled Research Analyst with a proven track record of developing and executing comprehensive research plans, resulting in increased data accuracy and research efficiency. Expertise in analyzing primary and secondary research data to identify key trends and patterns, leading to actionable recommendations that drive customer satisfaction and revenue growth. Collaborative team player with a strong commitment to delivering high-quality research and providing strategic insights to senior management. Check out @alphaglobex on Instagram to learn more right now!

Location

Bengaluru

AI stack

claude

gemini

glama

grok

hermes agent

openai

Work experience

Founder at AlphaGlobeX, Jun 2022 - Present · 4 yrs 4 mos, Hybrid, - Founded and managed a startup offering personalized, non-discretionary portfolio management services, overseeing investments and providing monthly returns. - Researched and implemented advanced trading methods and smart money concepts in currency and commodities markets, managing multiple portfolios on a monthly interest basis, while demonstrating proficiency in interpreting exchange charts and analyzing market dynamics driven by supply and demand. - Engaged with clients, managing trading activities, optimizing portfolios, and achieving above-industry-average returns to meet client financial goals. - Transitioned the business to an educational social media platform, providing daily market updates, financial insights, and teaching trading strategies, with a focus on institutional trading market trends. - Curated and distributed financial content through newsletters and Instagram, offering actionable insights, investment knowledge, and effective trading concepts to followers.

Portfolio Management Associate at equentis, Feb 2025 - Nov 2025 · 10 mos, Bengaluru, Karnataka, India

Research Analyst at Motilal Oswal Financial Services Ltd, May 2024 - Nov 2024 · 7 mos, South Mumbai, Maharashtra, India, - Conducted technical analysis and seasonality research, analyzing industry trends, economic data, and company financials to support investment strategies, achieving a 75% profitability rate through precise charting, trend monitoring, and pattern recognition. - Leveraged Bloomberg’s professional tools to develop actionable insights from live news feeds and historical trends; delivered comprehensive reports that identified 12 high-potential stocks within three weeks for targeted investments. - Delivered actionable investment recommendations including momentum calls, intraday strategies, and technical trade signals, leveraging market theories and investment principles to provide insights on equity, derivatives, and fixed-income securities. - Collaborated with senior leadership, including the Vice President - Regional Head of Business Alliance, to provide high-conviction research for partner banks and assist advisors in developing structured portfolios based on technical research and market trends. - Monitored market conditions, economic indicators, and financial news, providing regular updates and risk management insights to optimize portfolio performance and ensure effective risk mitigation strategies in dynamic market environments.

Financial Advisor at Motilal Oswal Financial Services Ltd, Feb 2024 - May 2024 · 4 mos, Mumbai, Maharashtra, India, - Advised High Net-Worth Individual (HNI) clients on tailored investment strategies, overseeing portfolio management and performance monitoring to mitigate risks and capitalize on market opportunities, driving enhanced portfolio growth. - Executed trades based on in-depth market research, enabling clients to generate alpha and achieve significant intraday returns, while also cross-selling third-party financial products and meeting business targets, including timely deal closures. - Educated clients on investment principles, market dynamics, and portfolio risk management, while coordinating with Client Service Executives (CSE) to resolve queries and ensuring compliance with industry regulations. - Developed and implemented customized investment strategies aligned with client goals, fostering strong client relationships through regular communication and insights that promote informed decision-making.

Research Intern at Motilal Oswal Financial Services Ltd, Jul 2023 - Oct 2023 · 4 mos, Mumbai, Maharashtra, India, - Conducted equity research and analyzed company financials, industry trends, and market conditions to support investment decision-making. - Led two key projects: an Automated Mutual Fund Analyser to assess high risk high funds and find best performing listed stock and inform investment strategies, and a crucial & highly effective Seasonality Analysis - Listed FnO Scripts to identify trending stocks based on seasonal market patterns and previous 10 year data. - Trained on the Bloomberg Terminal, utilizing real-time financial data, news, and professional tools to enhance market analysis and investment strategies. - Applied statistical techniques to uncover patterns in financial data, consumer behavior, and market trends, providing insights for informed investment decisions.

Portfolio Manager at Star Net Fx, Jun 2022 - Aug 2022 · 3 mos, On-site, - Managed and tailored diversified Foreign Exchange (FX) and commodity portfolios, aligning with client objectives, risk tolerance, and time horizons, achieving an 86% return on a managed portfolio within 45 days. - Fostered strong client relationships by providing regular performance updates, addressing inquiries, and delivering insightful reports, resulting in a 25% increase in client base and 90% retention rate. - Pioneered a data-driven approach to market analysis, which identified potential investment opportunities, leading to a direct impact on the portfolio's performance. - Utilized quantitative analysis to overhauled FX strategies, boosting portfolio returns by 16% and enhancing risk management through timely portfolio adjustments.

Research Analyst - Foreign Exchange at Star Net Fx, May 2022 - Jun 2022 · 2 mos, Hybrid, - Analyzed market trends, economic data, and competitive landscapes to deliver actionable insights that informed investment strategies, financial planning, and risk management. - Conducted comprehensive forex research, monitoring currency fluctuations, macroeconomic indicators, and global market dynamics to identify risks and opportunities. - Provided detailed reports and data-driven recommendations to optimize portfolio performance and support strategic decision-making for senior management.

Education

Bachelor of Business Administration - BBA, Finance & Entrepreneurship, FLAME University

Integrated Program, Computer Science, Allen