Investment Analyst
Axis Securities Limited
مجموع سنوات الخبرة :13 years, 9 أشهر
Tracked stocks in auto and auto ancillary space to provide investment advices to ultra HNI clients of organisation. Writing buy/sell/hold reports on companies, preparing Quarterly previews, reviews, Top picks for month, Axis Alpha Calls, Management Interaction notes, and Company updates.
Interaction with HNI and ultra HNI clients and guiding them with their investments and making short term and long term recommendation from our findings. Helping them restructure their portfolios. Assisting the CIO in picking stocks for the funds,
Track stocks in auto and auto ancillary space to provide investment advices to Mutual Funds and other domestic Financial Institutions. Writing initiating coverage reports, thematic 2W Sector Note
Auto monthly report, Quarterly previews and reviews.
Regular interaction with Mutual Funds, Financial Institutions and Insurance companies on top buys and sells in the sector.
Voted by Tata MF and HDFC Standard Life Insurance.
Track midcap stocks in auto and auto ancillary space to provide investment advices to ultra HNI clients of organisation
Writing initiating coverage reports, preparing monthly report on Auto volumes, market outlook for strategy note and research notes for contemporary portfolio stocks on quarterly basis. Also prepare stock picks on the basis of techno fundamental analysis.
Prepare stock notes for monthly reports like Centrum Select and advice clients on portfolio stocks.
Ideation of small and midcap stocks in Auto, Casting and Media sectors for PMS clients
Stocks identified for portfolio investment included Jamna Auto, Gabriel India, Lumax Industries, Tata Motors DVR
Preparing research notes for portfolio stocks like Setco Automotive, Simplex Castings, Pitti Laminations, Tata Motors, Magna Electro Casting
Investment advisory for Setco Automotive, Lava Cast and Pitti Laminations
Tracking and covering bluechip and midcap stocks in the auto sector.
Preparing initiating coverage reports, Auto monthly report, Quarterly previews and reviews, contributing to the monthly strategy note, arranging regular roadshows for companies with clients.
Regularly interact with top funds like Birla Sunlife, Tata MF, Tata AIA, ICICI Pru and Reliance MF.
Top calls initiated in the midcap space - Suprajit Engineering, Jamna Auto and Endurance Technologies.
Voted by DSP Blackrock, SBI MF and Bajaj Allianz.
Track mid cap sector to provide investment advices to retail, HNI and PBG clients.
Provide HNI investors with detailed financial analysis and recommendations on midcaps and large caps across different sectors based on overall earnings performance.
Prepare other reports like Morning Notes, Monthly report with Sectoral analysis and stock picks based on techno fundamental analysis.
Advice HNI and ultra HNI clients on portfolio stocks and help them build strong short term and long term portfolio.
Awarded A Grade for my project work on Quality of Work life