Jim Thomas

Jim Thomas

Portfolio Manager and Trader

Followers of Jim Thomas12 followers
location of Jim ThomasKerala, India

Connect with Jim Thomas to Send Message

Connect

Connect with Jim Thomas to Send Message

Connect
  • Timeline

  • About me

    Trader

  • Education

    • Financial Planning Standards Board

      2021 -
      CFP
    • Marthoma College of Science and Technology, Chadayamangalam

      2007 - 2010
      Bachelor of Commerce - BCom Accounting and Business/Management
  • Experience

    • Independent Portfolio Management

      Mar 2014 - Dec 2021
      Portfolio Manager and Trader

      • Managed personal investment portfolio by taking intraday positions in derivatives of major American and European equity indices, especially S&P 500, DAX and FTSE 100• Developed proprietary trading strategies that can generate returns in excess of 20% per annum, based on price action, volume and trend analysis• Established and managed a fund, on partnership basis, focused on the Indian market, to trade equities and equity derivatives based on proprietary strategies• Managed external portfolios based on a profit-sharing agreement Show less

    • HDFC securities

      Jan 2022 - Feb 2023
      Digital Relationship Manager

      • Building relationship with clients and educating them about investing and financial markets• Helping clients reliant on traditional facilities to adapt and use digital platforms• Reactivating inactive clients by understanding their problems and providing practical solutions• Educating clients about platform-specific features and thereby generating revenue• Maintaining regular contact with all clients, understanding their requirements and thereby helping them reach their short and long term investment goals by providing internal investment and trading picks and suggesting other suitable financial products Show less

  • Licenses & Certifications

    • NISM Series V-A- Mutual Fund Distributors Certification

      National Institute of Securities Markets (NISM)
      Jul 2022