product research analyst
Resume:
Drishti Dhakan
Research Analyst
Personal Info
Address
DIFC, Dubai
Phone
An accomplished investment analyst with extensive experience 5years+ in fundamental research and analysis. Investment management with a strong academic track record and extensive knowledge. Team player who possesses excellent interpersonal and communication skills, with a high degree of self- confidence.
Experience
January, 2020- Product Analyst
Present Seguro Private Wealth- is a SCA licensed organization that provides financial planning and investment ideas to the Global & UAE markets. Seguro provides wealth management solutions to individuals, family offices, and institutions. Seguro is the largest and most diverse financial consultancy firm in UAE with in house funds consisting of equity and fixed income and structured *******.******@*****.*** products.
Skills
• Performance and risk
analysis/ evaluations.
• Data analysis and research.
• Macro and micro
fundamental analysis.
• Research reports/articles.
• Risk & portfolio
management.
• Strong (written &
communication) skills.
• Responsible for sourcing new investment ideas, products for wealth management arm of the group for AUM generation.
• Responsible for managing Shariah Fixed Income and Shariah Structured Notes portfolio for the company.
• Fundamental and technical study of mutual funds, private equity funds, REIT funds and launching new FMP’s.
• Undertaking independent quantitative and qualitative research, including both desk research and fund manager meetings and constructing model portfolios.
• Prepare investment articles, columns and special reports even the yearly company magazine.
• Interacting with channel partners, product providers and fund managers to keep up with latest updates and themes and monitor the same and attend events to increase brand awareness in the industry.
• Organizing and conducting market update events for the company and clients.
• Interact with clients and help sales team to close deals by providing them with updated research, data and market updates.
• Provide analysis and due diligence reports for performance evaluation, presenting the conclusions to the investment Committee.
• Pricing and trade execution of Structured Products via various investments banks
Software
MS Excel
June, 2018- Product Associate
Present Seguro Private Wealth
Manager- Vidheya Sabharwal – +971-*********
Bloomberg
Morningstar
Languages
English
Hindi
Gujarati
Marathi
Arabic
Very Good
Very Good
Good
Full Proficiency
Full Proficiency
Full Proficiency
Full Proficiency
Basic
• Fundamental and technical study of equities and debt securities, structured products, private equity, FMP’s and reits.
• Constructing model portfolios for various asset classes.
• Prepare investment articles, columns and special reports.
• Interacting with channel partners, product providers and traders. Building and executing risk profiled portfolio for investors.
• Interact with clients and help sales team to close deals by providing them with updated research, data and market updates.
• Train sales team and conduct market updates on weekly basis.
• Onboarding new products as per customized requirements.
• Present research & data analysis and insights to the members of the investment team and sales team.
• Develop personalized financial plans for clients and management of their portfolios.
Manager- Vidheya Sabharwal – +971-*********
Area of Expertise
Experience
• Good knowledge of
financial instruments used
in capital markets,
Expertise in Equity,
Private Equity, Debt
Instruments and Funds.
• Good knowledge of
financial planning and
portfolio management.
• Excellent communication
skills and ability to work in
the team - Knowledge of
financial
markets/products
development.
• Funds and model
portfolios management
and preparation.
• Managing investment
reports and fundamental
reports.
• Financial modelling and
portfolio risk management.
• Confident
presentation skills.
• Excellent (spoken &
written)
communication skills.
December, 2016- Assistant Manager- Investment Analyst June, 2018 ICICI Prudential Asset Management Company Ltd.- is a largest asset management company (AMC) in the India. The AMC is a joint venture between ICICI Bank, a well-known and trusted name in financial services in India and Prudential Plc, one of UK’s largest players in the financial services sectors. The AMC manages significant Assets under Management (AUM) in the mutual fund segment.
• Performing research and analysis to recommend investment solutions and funds according to company’s investment policy and as per other party’s requirements.
• Trading government & co-operate fixed income and equities securities and mutual funds.
• Coordinate with research team and interaction with AMC’s fund managers to provide sufficient data and analysis to help investments of UHNI investors (+2Mil above), private and public companies, trusts and institutional clients.
• Good conceptual/ technical knowledge of Equity risk exposure, evaluation and management.
• Lead a team of 5 budding investment managers and train them support them on client meetings.
• Communicate effectively with fund managers and service team for decision making to support company’s long-term strategy.
• Onboard new UHNI investors, private and public companies, trusts and institutions increase investment in line of products and increase brand awareness in Mumbai by conducting meeting and communication sessions. Manager- Kunal Bagaria +91-932*******
June, 2015- Equity Trader
May, 2016 Motilal Oswal Financial Services Ltd- is an India’s largest diversified financial services firm offering a range of financial products and services. The company is listed on the BSE and NSE stock exchanges. Motilal Oswal Securities is a depository participant of the NSDL and the Central Depository Services Limited in 2000. In January 2010, Motilal Oswal Financial Services (through its subsidiary Motilal Oswal Securities Ltd.) received the final certificate of registration approval from Securities and Exchange Board of India (SEBI) to set up a mutual fund business in the country
• Trading equities, ETFS and currencies on NSE and BSE for 2 major states in India. Improvement in trading strategies and continues screening for new opportunities.
• Recommending clients on equities to buy according to their risk appetite and building portfolio according to their requirements.
• Responsible for interaction with brokers and investors.
• Give expertise on monthly outlooks and ongoing events in the market and help place individual portfolios.
• Helping build portfolios of UHNI clients with equity, private equity, hedge funds and IPO’s.
Manager - Raghav Mittal +91-961*******
Education
December, 2020 CFA Level 1 Exam (Attempting)
CFA Institute
June, 2017 & 2019 National Institute of Securities Markets Certificates NISM
Series VA Mutual fund and distribution, Series VII Securities Operations and risk Management, Series VIII Equity Derivatives, Series XV Research Analyst. 2013-2015 Bachelors in Financial Markets
University of Mumbai, India
Global Capital Markets, Foreign Exchange Markets, Portfolio Management, Derivatives Market, Risk Management, Corporate Governance, Mutual Fund Management, Micro- Macro Economics, Financial Accounting
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