Services Offered
Data Analysis, Risk Management Leadership, Market Research, Investment Advisory, Financial Planning Consultation, Portfolio Review, Wealth Management Advice, Research Guidance
Working Domains
Finance & Management, Education & Training, Business & Consulting
Key Skills
Business Planning, Data Analysis, Financial Analysis, Financial Modeling, Financial Services, Forecasting, Training, Team Leadership, Risk Management
Interested In
Finance & Management, Business & Consulting, Education & Training, Technology & Engineering
Known Languages
Bengali, Hindi, English
Location
Kolkata, West Bengal
About
As a highly accomplished financial professional with more than ~16 years of total experience as a Fund Manager managing an AUM of ~Rs.500-700 cr.
My background includes significant experience in analyzing and monitoring Portfolio, researching and mitigating risk, building valuation models like DCF, and forging and sustaining excellent relationships with the Management , Consultants, Industry Experts, Dealers and Distributors across the different industries I have tracked so far .My demonstrated success in advising companies on customized, effective investment strategies—along with my expertise in diverse financial trends and tools—positions me to make a significant and positive impact in the respective domain.
Highlights of my experience include….
Earning distinction as a CFA with a MS (Finance) from ICFAI,MCOM and CA (Inter) and acquiring deep experience in Equity Research and analysis, Portfolio Management at a family office for the last 16 years.
Qynko