Preet Rangani

• Advised Relationship Managers on USD 250M+ AUM, designing customized portfolios with a strong focus
on Fixed Income, Equities and structured products, aligned to clients risk appetite, income needs, and
capital preservation objectives.
• Created and circulated daily and weekly market updates covering global markets, macroeconomic trends,
interest rate movements, and credit markets.
• Prepared detailed portfolio performance reports, conducted annual portfolio reviews, and designed
portfolio baskets for structured products.

• Led the validation of shares outstanding and free-float data for over 1, 500 global companies, enhancing index rebalancing accuracy and ensuring benchmark integrity across various markets.
• Oversaw more than 20 index divisor changes, achieving a 20% reduction in calculation errors and a 7 basis points improvement in tracking accuracy against benchmarks.
• Analyzed global market events and corporate actions to provide timely and precise data for over 100 investment-linked indices.
• Mentored and guided a team, fostering professional growth and enhancing research capabilities within the investment research and index operations domain.
• Developed strong analytical skills and a deep understanding of financial markets, positioning for a transition into Investment Analyst and Portfolio Analyst roles.

• Performed in-depth equity analysis, encompassing financial statement evaluation, ratio analysis, and valuation modeling to inform investment strategies.
• Enhanced investment decision-making by conducting comprehensive company research and sector analysis, delivering actionable, data-driven insights.
• Developed and implemented automated data capture processes, achieving a 15% reduction in data collection time, thereby increasing operational efficiency.
• Improved data quality controls, resulting in a 10% decrease in dataset errors, ensuring accuracy in financial reporting.
• Provided expert investment advice to over 100 retail clients on equities, mutual funds, and diverse investment products, fostering informed decision-making.
• Collaborated with cross-functional teams to enhance portfolio management strategies and optimize investment performance.

•Provided strategic investment advice to over 100 retail clients, focusing on stocks, mutual funds, and equity products, resulting in a 15% increase in client engagement.
•Executed equity and derivatives trades with impeccable compliance, utilizing technical analysis to optimize trade precision and timing.
•Managed diverse client portfolios, aligning investment strategies with individual goals, and achieving consistent returns averaging 12%.
•Leveraged market insights and analytical skills to identify investment opportunities, enhancing portfolio performance and client satisfaction.
•Collaborated with clients to develop tailored financial plans, fostering long-term relationships and trust in investment decisions.