Rahul Madhavan

1.Built a comprehensive fund selection model and conducted in-depth analysis across all Indian mutual funds using Excel, research platforms like Value Research Pro and AI tools such as Gemini and Co-Pilot, and leveraged this model to guide clients in selecting the most suitable mutual funds.

2.Performed capital gains analysis for HNI clients’ mutual fund portfolios by interpreting CAMS Mutual Fund reports, gained expertise in calculating LTCG, STCG, and applying grandfathering taxation rules, and recommended portfolio actions such as exiting underperforming funds, increasing allocations in high-potential schemes, and adding new
funds for improved returns.

1.Developed a diversified portfolio that adhered to the CANSLIM criteria, demonstrating high returns and growth potential Coordinated with senior analysts and team members to refine the stock selection process and improve the portfolio's performance .

2.Appraised with extensive research using multiple sources, including Audited financial reports, company reports, and industry
news .

3.Boosted my ability to analyze financial statements, quarterly earnings reports, and market trends using ProwessIQ, software, screener.com, and moneycontrol.com .

4.Gained an understanding of the market and how it impacts stock performance, enabling more informed investment decisions .

5.Fostered a collaborative team environment, leading to more robust investment strategies and better overall outcomes.