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Jay Shah

Jay Shah

Equity Advisor

Followers of Jay Shah140 followers
location of Jay ShahRajkot, Gujarat, India

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  • Timeline

  • About me

    Wealth Manager at EDELWEISS CAPITAL MARKETS LIMITED

  • Education

    • B.K. MAJUMDAR INSTITUTE OF BUSINESS ADMINISTRATION

      2010 - 2013
      Bachelor of Business Administration (B.B.A.) Finance and Marketing

    • Sinhgad College of Engineering

      2013 - 2015
      Master of Business Administration (M.B.A.) Finance and Financial Management Services

      Activities and Societies: Participated in all the cultural and social activity in college and also the educational competition. Studied about the financial management, accounting, international finance, securities.

  • Experience

    • Karvy Stock Community

      Sept 2015 - Dec 2016
      Equity Advisor

      • Portfolio Management of clients with High Net Worth Investment.• Creating sound investment solutions to maximize return and facilitating effective financial management strategies to increase portfolio value.• Research securities to determine value by analyzing financial statements, corporate filings and earnings reports.• Review client accounts periodically to identify need for plan adjustments.• Diagnose equity price charts to determine trends, support and resistance.

    • EDELWEISS CAPITAL MARKETS LIMITED

      Aug 2017 - now
      Relationship Manager

  • Licenses & Certifications

    • NISM Equity Derivatives Module

      Aug 2015

    • NSE Financial Beginners Module

      NSEiT
      Feb 2015

    • Six Sigma Green Belt

      Asian Institute of Quality Management