---
title: "Tanya Yadav - Equity Trading Executive in Agra | Tal"
description: "Meet Tanya Yadav, Equity Market Professional | Trading & Investment | NISM Equity Derivative Certified | NISM Research Analyst Certified based in Agra."
image: "https://tal.club/meet/tanya-14/share-image"
---

# Tanya Yadav on Tal

## 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

[View the original profile](https://tal.club/meet/tanya-14)

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