Daksh Gulati

442 followers

Delhi, India

Connect with Daksh Gulati to Send Message

Connect

Connect with Daksh Gulati to Send Message

Connect

Timeline
About me
Founder and Director at Capitalus 360 Innovations Pvt Ltd I Derivative Trader I Financial analyst I CFA L1 I NISM SERIES VIII- Equity Derivatives | Sub broker of Angelone Limited.
Education
- CFA Institute
  2023 - 2023
  CFA (Chartered financial analyst) Banking, Corporate, Finance, and Securities Law
  Level 1
- Mata Jai Kaur Public School
  2015 - 2020
  Business/Commerce, General
- Jims-delhi
  2020 - 2023
  Bachelor of Business Administration - BBA Business/Commerce, General 9.4 CGPA
  Activities and Societies: "Passionate about finance and committed to personal and professional growth. Actively involved in finance-related college clubs, where I explore the intricacies of financial markets and share knowledge with peers. Additionally, I take pride in being an active participant in the mentorship program, guiding and learning from the next generation of financial enthusiasts. Let's connect and discuss the exciting world of finance and mentorship opportunities."
- International College Of Financial Planning
  2021 - 2022
  CFP Finance, General level 1 passed
- Presidium School
  2006 - 2015
  Middle School Diploma
Experience
- Capitalus 360 Innovations Pvt Ltd
  Apr 2020 - now
  We provide algo and quantitive Trading solutions and deals in sale and purchase of Unlisted, Pre IPO shares across segments. Built the stepping stone of Capitalus 360
  - Founder
    Nov 2023 - now
  - Proprietor
    Apr 2020 - Oct 2023
- INDO JATALIA HOLDINGS LIMITED
  Oct 2021 - Nov 2022
  **Market Research and Analysis**: Conduct in-depth market research to identify trends and opportunities, and use analytical skills to provide data-driven insights. **Team Leadership**: If applicable, lead and manage a team of financial professionals, ensuring efficient and effective service delivery.**Senior Administration**: Manage administrative aspects of financial services, ensuring processes are streamlined and efficient.**Record-Keeping**: Maintain accurate records of financial transactions, investments, and client interactions.**Ethical Conduct**: Uphold high ethical standards and act in the best interests of clients to build trust and credibility. Show less
  - Senior Manager Financial Services
    Jan 2022 - Nov 2022
  - Senior Manager Financial Services
    Oct 2021 - Jan 2022
- Angel One
  Mar 2024 - now
  Sub broker
  Sub broker of Angelone limited providing wealth management services to our clients pan India.
Licenses & Certifications
- NISM Certifications
  National Institute of Securities Markets (NISM)
  Dec 2023
- Stock Market Varsity
  Varsity By Zerodha®
  Nov 2021
- Beginners Guide To Financial Planning
  Udemy online courses
  Jan 2021
- Beginners Program In Stock Market
  Udemy online courses
  Nov 2020