Jim Thomas

Experience

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  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

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  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