Dynamic fund manager with 22 years of experience in proprietary trading and fund management, driving substantial financial outcomes through strategic decision-making and market analysis. Expertise in developing and executing profitable trading strategies, coupled with robust risk management practices, has consistently resulted in superior portfolio performance. Proven ability to analyze market trends and leverage insights for informed investment decisions, ensuring alignment with organizational goals. Committed to fostering collaborative team environments to unlock investment opportunities and enhance overall trading efficacy.
Responsible for managing trading book of INR 50 crores by deploying trading strategies and making critical decisions based on market analysis and risk assessment, ensuring the firm achieves its financial objectives. Continuous monitoring of market trends and performance metrics is essential to adapt strategies as needed.
Managed INR 400 crs book size with focus on developing and managing long short trading book. This role required a comprehensive understanding, extensive research of market dynamics and the ability to analyze effectively along with strategic and timely decision making
Responsibilities included executing trades and managing the firm’s equity positions and allocated trading book. This role required swift decision-making and the ability to analyze market conditions in real-time.
Equity research and equity advisory services to family offices, PMS, corporate treasuries and UHNI'S
It also includes bringing fresh clients to the company
Equity research and equity advisory services to family offices, PMS, corporate treasuries and UHNI's
It also includes bringing fresh clients to the company
Serving domestic institutional clients for garnering trades and brokerage business
Contributed 60% towards overall desk revenue
Liaise between research and fund management house for showcasing research ideas
Core team member for revamping entire IE & IB business - changing stock research basket, reallocation/mapping of sectors to bankers, front end system change for IE and others
Initiated 3 international dialogues (RBC Capital markets, Collins Stewart Hawkpoint UK, Oppenheimer Asia, Jefferies) for strategic business alliance and providing IB & IE services. ICICI Securities finally partnered with Oppenheimer Asia and Collins Stewart Hawkpoint
Part of 6 member team responsible for starting offline business
It included team building, selecting front end and back IT vendor, IT integration, policies and manual creation and revenue generation by way of equity advisory
Managed team of 9 advisors and was central india head for advisory
Equity research and equity advisory services to family offices, PMS, corporate treasuries and UHNI's
It also includes bringing fresh clients to the company
Business development and brokerage revenue geneation
Trading Strategies
Risk management
Market Analysis
Portfolio Management
Investment Research