Rutvik Trivedi

Experience

• 

  Sharekhan

  Nov 2017 - Nov 2018

  Equity Dealer
• 

  Angel Broking

  Nov 2018 - Apr 2021

  Equity Dealer

  -Provide Investment & Trading Ideas to Clients to achieve clients Investment Goals-Punching Orders on behalf of Clients in Trading Terminal-Helping Clients to make and achieve Investment strategies to achieve desired goals-Cross Selling of Investment Products (Open Demat Account, Mutual Fund including SIP & Lump Sum, PMS etc.)

• 

  Meghmani Industries Limited

  Jun 2021 - now

  Equity Analyst (Credit & Treasury Department)

  -Working Closely with Group CFO and assist to drive Proprietary Investment of Group Companies/Personal Accounts-Assist the CFO in determining Fund Allocation across Asset Classes including Equity, Debt etc.-Analyze and Understand Risk-return profile of various Investment Products and Recommend Investment Calls-Monitor the Performance of Investment Portfolio of Group Companies(Equity & Debt) and Personal Accounts of Family Office and Prepare/Update MIS on Timely basis-Monitor Financial Market Event & Corporate Actions and Assist CFO to achieve Strategy-Updating Accounting Entries of Investment related Transaction of Group Companies in SAP Show less