Hardik Soni

Experience

• 

  Soni Enterprises

  Jul 2017 - Feb 2018

  Accounting Intern

  - Proficient in data entry for sales, purchases, receipts, payments, and bank reconciliation.- Managed reception and processing of invoices, expense forms, and payment requests.- Maintained records of accounts and ensured compliance with tax regulations.- Handled day-to-day accounting processes for enhanced financial accuracy.

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  Angel Broking

  Jul 2019 - Jul 2021

  Equity Dealer

  - Oversaw equity, IPO, and derivatives trades.- Advised clients on Investments in Equity & Derivatives Market.- Maintained positive customer relations and addressed problems head-on.

• 

  Moneyfrog Financial Services Pvt. Ltd.

  Aug 2021 - Mar 2023

  Equity Manager

  - Conducted in-depth market research to guide clients in brokerage and volume decisions.- Provided timely advisory based on thorough research analysis.- Managed retail and HNI client investments in Cash, Equity Derivatives, and Currency Derivatives.- Cultivated enduring client relationships and facilitated cross-training of team members.

• 

  Sadhan Wealth Private Limited

  May 2023 - Feb 2024

  Research Analyst

  - Spearheaded development and implementation of Wealth Management tools, including Financial Goals Calculator, Mutual Fund Selection Criteria, and Risk-based and Goal-based Investment Suggestions.- Innovated new trading strategies, providing valuable insights to enhance existing methods.- Conducted in-depth quantitative and qualitative analysis of Indian mutual funds.- Generated insightful articles on mutual funds for distribution through various channels.- Oversaw and managed user communities on WhatsApp and social media platforms.- Stayed vigilant by monitoring market trends and news to identify emerging opportunities. Show less