Vishwanath S Gangavati Ph: 099********
CFTe Level 1 **************@*****.***
Career summary: Worked in the industry of Financial Services and Broking as Mutual funds
advisor, Relationship Manager, and as Branch Manager in various companies. Also given lectures on
trading and investment concepts as guest speaker in various programs related to stock market.
Experience: A total of 9 years of experience in the field of financial services and broking
Organization name Designation Time period Job responsibility
Dani Securities Branch Manager From Manage the entire operation of branch
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September Handling a team of RMs for client acquisition.
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2011 to till Handling a team of Dealers / Advisor.
-
date Be single point contact for all.
-
Consortium Branch Manager From August Manage the entire operation of branch.
-
Securities 2010 to Handling a team of RMs for client acquisition.
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August 2011 Handling a team of Dealers / Advisor.
-
Be single point contact for all.
-
India Infoline LTD Relationship From Jan Managing Relationship with existing clients.
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Manager 2008 to To use range of value added services to
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August 2010 activate dormant customers and source new
customers
Acquiring large trader clients with margins
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Execute trade orders as per customers
-
requirements
Promote in house research calls for increase in
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volumes
Bonanza Portfolio ltd Mutual funds From Managing Relationship with existing clients
-
advisor September and bringing new clients.
2005 to Selling mutual funds and cross selling of
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December financial products
2007
NCFM Certifications:
Technical Analysis module
NSDL Depository operations module (Certified Trainer)
Capital Market (dealers) module
Derivatives Market (dealers) module
Commodities Market module
AMFI – Mutual funds (Advisors) module
Options Trading Strategies Module
Currency Derivatives
Education:
Degree Course name Name of the institution Class Year of passing
obtained
1st class
Diploma Computer science KLE Poly technique 2005
Certification course CFTe – certified IFTA- International 2014 September
CFTe Level
financial technician Federation of Technical and preparing
1 pass
Analysts for Level 2
exam
Additional information:
Conducting workshops regularly on equity, commodities and F&O
Media appearance: Regularly appearing in stock market show on UDAYA NEWS TV from
June 2012 to November 2014.
Invited as guest speaker for a technical workshop organized by ATMA (Association of
Technical Market analysts) on 29th September’13.
Skills:
Able to give profitable technical calls to client in any market condition.
Able to give consistent performance in all segments i.e. INTRADAY, Equity/Commodity,
Bullion, Stock Cash, STBT/BTST etc.
Able to monitor industry statistics and follow trends in trade literature.
Ability to identify macro and micro economic trends and key opportunities and develop
strategies to change the rules of the game in favor of the organization
Preparing weekly & daily reports based on technical research.
Capable of performing fundamental analysis and determining fair values of a select group of
stocks within a specific industry.
Personal information
Address: # 69, 1st floor, 1st main, 8th cross, Bhovipalya, Mahalaxmi Puram, Bangalore-86
Religion: Hindu
Marital status: Married
Hobbies: Reading legendary investors and traders books, business news paper and business
magazines, playing snooker, watching movies etc.