بهارات Somani, Financial Advisor (Wealth & Investment)

بهارات Somani

Financial Advisor (Wealth & Investment)

Barjeel Geojit Financial Services LLC (Geojit Group)

البلد
الإمارات العربية المتحدة - دبي
التعليم
دبلوم عالي, Finance
الخبرات
19 years, 10 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :19 years, 10 أشهر

Financial Advisor (Wealth & Investment) في Barjeel Geojit Financial Services LLC (Geojit Group)
  • الإمارات العربية المتحدة - دبي
  • أشغل هذه الوظيفة منذ ديسمبر 2014

 Financial Planning & Providing investment advisory services in Mutual Funds & Stock Market in diverse geographies like India, USA, Euro Zone, China & Emerging Markets as per investor’s goals
& risk profile.
 Strategizing clients’ investment in Mutual Funds (Indian & Offshore), Equities (Indian & Global), Savings/Investment plans ULIP & Retirement Plans, USD denominated insurance plan.
 Providing advisory for trading in Forex, Commodities & Derivatives.
 Planning & Implementation of different strategies in line and suitable to changing market conditions to achieve maximum returns on investment accounts.
 Market Research & Analysis - Studying positioning of financial market & their future outlook across different geographies to rebalance client’s portfolio accordingly.
 Acquiring new clients and managing client
 Investment services in Real Estate Market predominantly in India for a sister concern - Al Majaz Real Estate LLC.
 Providing inputs & writing articles on financial markets for the company’s bi-monthly magazine “Market Digest” which gets circulated to its +50k customers.
 Conducting seminars/presentations in corporate houses, social gatherings, and many other assemblages for spreading Financial Awareness & Inclusion.

Equities & Mutual Funds Advisor في Pravin Ratilal Share and Stock Brokers Ltd
  • الهند - أحمد اباد
  • أبريل 2008 إلى يوليو 2014

 Advising clients for trading/investment after due research & analysis of company, share price and Indices movements.
 Managing portfolio of High Net Worth & corporate clients in both cash & derivatives segment by adopting hedging strategies.
 Managing entire mutual funds broking division of the company.
 Conducting meeting with branch managers & executives to review as well as to evaluate overall/individual performance for achieving target & growth acceleration.

Branch Head في Pravin Ratilal Share and Stock Brokers Ltd
  • الهند - أحمد اباد
  • أبريل 2006 إلى مارس 2008

 General Management of branch and conducting event/seminars for growth/business development and updating clients on performances of companies, impacts of budget & govt policies.
 Stock Market Terminal Operation & managing clients’ trade.
 Supervision of depository service (Demat Accounts services), accounting, back-office works.

Dealer (Equity Sales) في Pravin Ratilal Share and Stock Brokers Ltd
  • الهند - أحمد اباد
  • أبريل 2005 إلى مارس 2006

 Promoting Online Share Trading & Share Market terminal (ODIN) operation.
 Equities Advisory services and managing client’s shares investment portfolio.
 Coordinating with clients to ensure smooth process of their share delivery & financial obligation to complete trade transaction before its pay-in.

Depository Executive في Pravin Ratilal Share and Stock Brokers Ltd
  • الهند - أحمد اباد
  • أبريل 2004 إلى مارس 2005

 Managing all works in Depository business processes.
 Handling front & back office and serving client’s needs to resolve their grievances.
 As an officer of accounts department, maintaining & supervising client’s ledgers accounts, preparing payrolls, managing pay-in & pay-out of funds & shares, preparing & finalization of accounts.

الخلفية التعليمية

دبلوم عالي, Finance
  • في Gujarat University
  • أبريل 2004
بكالوريوس, Accounting & Finance
  • في Gujarat University
  • مارس 2003

Specialties & Skills

Financial Analysis
Depository Service
Portfolio Management
Mutual Funds – Indian & Offshore
Stock Market & Derivatives (Futures & Options)

اللغات

الانجليزية
متمرّس
الهندية
متمرّس
الغوجاراتية
متمرّس
الفرنسية
مبتدئ
الالمانية
مبتدئ

التدريب و الشهادات

Capital Market (Dealers) Module of NSE India - NSE’s certification in Financial Markets (الشهادة)
Derivatives Core Module of NSE India - National Stock Exchange’s certification in Financial Markets (الشهادة)
Commodities Market Module of NCDEX - National Stock Exchange’s certification in Financial Markets (الشهادة)
Depository Operations Module - National Institute of Securities Market (الشهادة)
Mutual Funds Advisors Module - National Institute of Securities Market (الشهادة)