About Me
A seasoned financial research professional with 11 years of experience , holding an MBA in Finance. I am a licensed Mutual Fund Distributor with a strong track record in providing expert financial and investment advice. Specializing in mutual funds, market analysis, and strategic financial planning, I guide clients toward making informed decisions that align with their financial goals. My deep understanding of financial markets and investment products, coupled with a client-focused approach, allows me to offer tailored solutions for sustained financial growth
About Work Experience
With over 11 years of experience in financial research and quality control, I specialize in analyzing shareholder equity and market activities within global markets. My expertise includes auditing and assessing company annual reports, announcements, and insider filings to identify both derivative and non-derivative positions, as well as determining beneficial shareholders. I have a proven track record in researching market players, including buy-side and sell-side firms, and conducting thorough investigations into mutual fund NAV calculations and performance analysis.
Key Responsibilities:
Conducting in-depth financial research on shareholder equity, focusing on global markets and leveraging insights from annual reports and corporate filings.
Performing detailed quality control checks to ensure the accuracy of data and the reliability of financial information.
Identifying derivative and non-derivative positions, tracking beneficial ownership, and analyzing corporate strategies related to market positions.
Evaluating and calculating Mutual Fund NAV, offering insight into performance metrics and investment strategies.
Collaborating with buy-side and sell-side firms, providing strategic recommendations based on comprehensive financial data analysis.
Experience & Qualification
Qualification
MBA
Experience as an Advisor
11 Years
Total work Experience
2 Years
Services and Advisory Offered
Mutual Fund
Technical & Research Analysis