Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
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TUSHAR TALAWDEKAR

Mumbai

Summary

Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help clients reach goals. Focused on bettering myself everyday. Stock markets are what I love and majorly attracted towards

Overview

3
3
years of professional experience
4
4
Certifications
4
4
Languages

Work History

Associate Consultant

Sushil Finance
03.2023 - Current
  • Understanding Goals of clients and preparing suitable customized investment plans.
  • Evaluated the effectiveness of Mutual fund portfolios by monitoring performance metrics, making necessary adjustments as needed.
  • Handling transactions of various products like Mutual fund equity and debt, liquiloans, Bonds and fixed income products etc.
  • Conducted market research to identify potential opportunities for client by generating in out small cap reports and fund flow reports.
  • Handle queries of HNI, retail clients, channel partners and sub brokers regarding investments.
  • Attending seminars, meetings organized by mutual fund companies, attending IPO meets.
  • Handled various Investment products like Mutual funds, Corporate FDs, Bonds, Liqui loans, NCDs, Sovereign gold bonds, IPOs.
  • Softwares used - BSE star mf, Investwell, Soham, BSE ibbs, NSE eipo, Cross.

Investment Research Analyst

Aranca
08.2021 - 03.2022
  • Applied effective time management techniques to meet tight deadlines.
  • Conducted research on various NDRs and conferences organized by MNCs.
  • Softwares used - Excel, Salesforce and bloomberg.


Education

Financial Markets

BSE Institute

BMS

D.G.Ruparel College
03.2021

Commerce

MMK COLLEGE
03.2018

SSC

IES VN Sule
03.2016

Skills

Research

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Certification

NISM - Equity Derivatives

Interests

Cars

Cricket

Football

Timeline

Associate Consultant

Sushil Finance
03.2023 - Current

Investment Research Analyst

Aranca
08.2021 - 03.2022

Financial Markets

BSE Institute

BMS

D.G.Ruparel College

Commerce

MMK COLLEGE

SSC

IES VN Sule

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