Summary
Overview
Work History
Education
Skills
Timeline
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Aakeel Retiwalla

Financial Markets, Portfolio Manager
MORRISTOWN,New Jersey

Summary

Having followed financial markets in India closely since 2005, I started investing into bluechip companies that made up the NIFTY FIFTY S&P India index. I worked my way up studying low and mid cap companies poised for massive growth seeking greater insights into their corporate practices, quarterly reportings and highly observing their debt to equity ratios as well as healthy cash flows. This strategy allowed me to pick up good companies well ahead of time based on their P/E ratios to their earnings. As the markets collapsed following the Lehman collapse and the housing bubble being burst, I went more aggressive into lower caps believing they would provide a better ROI on investments as compared to their peers. Today the same low caps now have a mid cap capitalization and a better stock value compared to yesteryear's.


I believe markets are cyclical in nature and there is always a time when value recedes and then picks up once the fear is gone. Focusing on macro is my forte as to what policies the reserve banks announce and the impacts they may have on listed entities which always allowed me to invest into better and cheaper stock valuations for those listed companies. As a believer into maintaining a diversified portfolio, I always balance investments into high growth, stable growth and risk growth companies allowing me to invest into banking, auto and the pharma sector respectively. Retail and fast moving consumer goods would always be in my healthy portfolio as well.


Since price action is always seen on multiple chart structures using various time frames, I read those charts well to analyze where my buy entries would be. This allowed me to invest ahead of time eliminating any fomo factor that may have harsh implications on investment strategies.


Overall my focus has always been on greater compounding factors starting from low investments while turning them into mid or large size targets.

Overview

20
20
years of professional experience
3
3
years of post-secondary education

Work History

Portfolio Manager

Self
Hyderabad, Telangana
03.2008 - 12.2022

Implemented a diversified investment strategy comprising of various stocks from large caps to mid caps and select lower cap companies listed on the Indian Stock Exchange. Selection was primarily focused upon multiple verticals as banks, retail, pharma, auto as well as oil and gas amidst the financial crisis, housing market crash back in 2008/2009. Built a self portfolio nip picking promising dividend yielding stocks and preferred blue chips making it an aggressive yet a balanced portfolio.


Focused more on lower corporate debt to equity ratio entities and high or stable dividend payers.

Vice President

Virtus IT India
Hyderabad, Telangana
04.2011 - 02.2016

Led a mid sized development team specifically building an IOT platform for the parent company in UK. Main responsibilities were managing subsidiary recruitments at lower cost, input costs and optimizing work environment by offering a flexible work environment.


Maintained a highly productive deliverable work atmosphere where deliverable targets were usually met to the best of in talent developer community.

Education

Bachelors of Commerce - Accounts, Economics, Business Management

KC College Or Arts And Commerce
Mumbai, India
06.1994 - 06.1997

Skills

Goal oriented, planned execution

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Timeline

Vice President

Virtus IT India
04.2011 - 02.2016

Portfolio Manager

Self
03.2008 - 12.2022

Bachelors of Commerce - Accounts, Economics, Business Management

KC College Or Arts And Commerce
06.1994 - 06.1997
Aakeel RetiwallaFinancial Markets, Portfolio Manager