Fundamental and technical analysis
Resume:
Dev Trivedi
Finance Postgraduate
I am a finance postgraduate with practical experience in equity
dealing, taxation, and financial documentation. Currently, I work at JM Financial Services in Ahmedabad, where I manage client accounts and support research analysis. I am eager to contribute to capital markets and financial research roles, leveraging my adaptability and strong learning mindset
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linkedin.com/in/dev-trivedi-401177277
EDUCATION
PGPM - Finance
IBS Ahmedabad
08/2023 - Present, Ahmedabad, Gujarat, India
B.Com
Vishwakarma College
08/2020 - 05/2023, Pune, Maharashtra, India
HSC (XII)
Sir Parshuram Bhau College
06/2018 - 05/2020, Maharashtra, India
SSC (X)
Muktangan High School
06/2016 - 05/2018, Maharashtra, India
WORK EXPERIENCE
Management Trainee - Dealer
JM Financial Services Ltd
03/2025 - Present, Ahmedabad, Gujarat, India
Opened and managed 25 client accounts
Assisted in fundamental and technical research analysis Supported equity trading and client servicing
Providing Trade Calls to Clients with approx. 90%
accuracy
Portfolio Analysis and Restructuring
Logged In 5 lakh in NFO
Finance Intern
Vandan Shah & Associates
02/2024 - 05/2024, Pune, Maharashtra, India
Filed TDS and GST returns for individual and corporate clients
Handled bank reconciliations and basic accounting
Assisted in preparing projected financials for fundraising SKILLS
Fundamental and Technical Analysis
Strong Decision making
Order Execution & Client Handling Communication
Chart Reading (Candlestick, Trendlines)
PERSONAL PROJECTS
Valuations and Preparing Financial Statements
ORGANIZATIONS
Vandan shah and Associates
CERTIFICATES
Equity Market Analysis
Business Valuation – Ernst & Young (EY)
NISM Series 8 – Equity & Derivatives
LANGUAGES
English
Native or Bilingual Proficiency
Hindi
Native or Bilingual Proficiency
Gujarati
Full Professional Proficiency
Marathi
Full Professional Proficiency
INTERESTS
Cricket Athletics
Achievements/Tasks
Achievements/Tasks
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