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Tanya Yadav

Equity Market Professional | Trading & Investment | NISM Equity Derivative Certified | NISM Research Analyst Certified

Agra

2+ years of work experience

Kotak Securities (Franchisee)
May 202511 mosMar 2026

– Conducted in-depth financial and sector analysis to generate data-driven investment recommendations across equity, derivatives, and MF products. – Developed and maintained financial models to evaluate portfolio performance, assess risk, and support asset allocation decisions. – Prepared periodic financial reports and dashboards tracking portfolio P&L, risk exposure, and market benchmarks for client review. – Performed variance analysis and scenario modelling to identify deviations and recommend corrective strategies.
Self-Employed
May 20241 yrApr 2025

– Managed a live trading portfolio using combined technical and fundamental analysis; developed financial models to evaluate trade setups. – Analysed price action, volume trends, and macro indicators to produce research-backed investment theses and trading strategies. – Maintained detailed P&L records and performance reports; conducted post-trade analysis to refine decision-making frameworks.
RMoney
Dec 20236 mosMay 2024

– Conducted fundamental research and prepared written investment recommendations across equity and debt asset classes for client portfolios. – Assisted in portfolio monitoring, performance reviews, and financial reporting to track returns against benchmarks. – Analysed client risk profiles to recommend suitable investment strategies; executed buy/sell orders per client mandates. – Supported preparation of MIS reports and periodic investment summaries for client portfolio reviews.
SMC Global, Agra
May 20234 mosAug 2023

– Monitored live market movements, assisted in trade execution, and prepared research notes and market summaries for senior analysts.
CA Firm
Aug 20215 mosDec 2021

– Prepared and analysed financial statements; assisted in projected balance sheets and Income Tax Return (ITR) filings.

Education

Dayalbagh Educational Institute, Agra

Bachelor's degree, Banking and Finance

Dayalbagh Educational Institute, Agra

20193 yrs2022

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Headline

Equity Market Professional | Trading & Investment | NISM Equity Derivative Certified | NISM Research Analyst Certified

About

Equity Market Professional with hands-on experience in trading, investment analysis, and market research. Skilled in technical analysis, breakout strategies, and understanding market behaviour through active self-trading experience. NISM Equity Derivatives & NISM Research Analyst certified, with a strong interest in financial markets and continuous learning.

Location

Agra

Work experience

Equity Trading Executive at Kotak Securities (Franchisee), May 2025 - Mar 2026 · 11 mos, – Conducted in-depth financial and sector analysis to generate data-driven investment recommendations across equity, derivatives, and MF products. – Developed and maintained financial models to evaluate portfolio performance, assess risk, and support asset allocation decisions. – Prepared periodic financial reports and dashboards tracking portfolio P&L, risk exposure, and market benchmarks for client review. – Performed variance analysis and scenario modelling to identify deviations and recommend corrective strategies.

Equity Derivatives Analyst at Self-Employed, May 2024 - Apr 2025 · 1 yr, – Managed a live trading portfolio using combined technical and fundamental analysis; developed financial models to evaluate trade setups. – Analysed price action, volume trends, and macro indicators to produce research-backed investment theses and trading strategies. – Maintained detailed P&L records and performance reports; conducted post-trade analysis to refine decision-making frameworks.

Financial Advisor at RMoney, Dec 2023 - May 2024 · 6 mos, – Conducted fundamental research and prepared written investment recommendations across equity and debt asset classes for client portfolios. – Assisted in portfolio monitoring, performance reviews, and financial reporting to track returns against benchmarks. – Analysed client risk profiles to recommend suitable investment strategies; executed buy/sell orders per client mandates. – Supported preparation of MIS reports and periodic investment summaries for client portfolio reviews.

Intern at SMC Global, Agra, May 2023 - Aug 2023 · 4 mos, – Monitored live market movements, assisted in trade execution, and prepared research notes and market summaries for senior analysts.

Finance Intern at CA Firm, Aug 2021 - Dec 2021 · 5 mos, – Prepared and analysed financial statements; assisted in projected balance sheets and Income Tax Return (ITR) filings.

Education

Bachelor's degree, Banking and Finance, Dayalbagh Educational Institute, Agra

Tanya Yadav - Equity Trading Executive in Agra | Tal