Headline

Equity & Derivatives Professional | 50+ Client Portfolios | 12–15% Avg Returns | SEBI-Compliant Advisory | BMS Finance (9.15 CGPI)

About

I'm a Mumbai-based finance professional with hands-on experience in equity advisory, derivatives risk management, and client portfolio management — built over 14 months at one of India's leading broking and wealth management firms, Motilal Oswal Financial Services. In my role, I managed customised equity portfolios for 50+ clients across diverse risk profiles, delivering consistent returns of 12–15% annually while keeping drawdowns controlled through disciplined hedging using options and futures. I worked across the full advisory lifecycle — from macroeconomic research and stock selection to client communication and SEBI-compliant documentation. I hold a Bachelor of Management Studies (BMS) in Finance from Rizvi College, Mumbai, where I graduated with a CGPI of 9.15. My academic foundation in financial markets, combined with practical exposure to derivatives pricing (including Option Greeks, Black-Scholes, and implied volatility), positions me well for roles at the intersection of research and client-facing advisory. I'm now looking to grow into a more structured equity research, wealth management, or investment advisory role — ideally within an asset manager, broking house, or institutional research team — where I can deepen my analytical capabilities and contribute to high-quality investment decision-making. Open to connecting with hiring managers, recruiters, and fellow finance professionals.

Location

Mumbai

Work experience

Investment Advisor at Motilal Oswal Financial Services Ltd, Jul 2024 - Aug 2025 · 1 yr 2 mos

Executive at Motilal Oswal Financial Services Ltd, Jul 2024 - Aug 2025 · 1 yr 2 mos, • Portfolio Management: Designed and managed customized equity portfolios for 50+ clients, aligning investment strategies with individual financial goals, risk tolerance, and investment horizons, resulting in an average portfolio growth of 12-15% annually. • Investment Advisory: Delivered research-driven recommendations on stock selection, sector rotation, and tactical entry/exit strategies, leveraging technical and fundamental analysis to enhance capital appreciation and minimize downside risk. • Market Research & Analysis: Continuously monitored macroeconomic indicators, market trends, sector performance, and company fundamentals to identify emerging opportunities and inform strategic investment decisions. • Risk Management: Applied advanced diversification techniques, position sizing, and hedging strategies using derivatives to protect client capital during market volatility, reducing portfolio drawdowns by 20%. • Client Relationship Management: Conducted comprehensive needs assessments, clearly communicated complex investment strategies in accessible terms, and performed quarterly portfolio reviews to ensure alignment with evolving client objectives. • Compliance & Documentation: Maintained meticulous transaction records, ensured strict adherence to SEBI regulations and internal compliance standards, and provided clients with timely documentation and performance reporting.

Education

Bachelor of management studies, Finance, General, Rizvi Education Societys College of Arts Science and Commerce Rizvi Complex Off Carter Road Sherly Road Bandra West Mumbai 400 050

Higher Secondary School - India