Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives applying Model based Technical analysis. Passionate about providing sound Trading advice and helping clients reach financial goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
37
37
years of professional experience
Work History
Private Wealth Advior
Masterstroke Eagle Investment Strategy -Self
01.2003 - Current
Facilitated new client onboarding process and Investment account setup.
Informed clients of strategies for Model based Investment decisions.
Increased client satisfaction by providing comprehensive Investment and Trading Proprietary strategies tailored to individual needs
Applied Model based Research applying successfully model into various investment scenarios.
Master Technical Strategist based on Proprietary Model based on Quantum Theory.
Director
Govind Parikh Shares & Securities Pvt. Ltd.
04.1998 - 02.2003
Facilitated cross-functional collaboration for improved decision-making processes within the organization.
Trained and guided team members to maintain high productivity and performance metrics.
Managed daily operations while overseeing multiple locations to foster increased productivity.
Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
Master Model based Technical Trading for the Firm and Clients.
Classic Fundamental Equity Research across South India Auto and Cement Companies.
Partner
Govind Parikh & Co
01.1992 - 03.1998
Engaged in thorough fundamental and technical research to inform well-rounded strategies for client representation.
Expanded the firm''s clientele through strategic networking and relationship building initiatives.
Streamlined internal processes, fostering improved efficiency and productivity within the firm.
Fundamental Strategies applied in the Firm and grew at a compounded growth rate of 25% Compounded for the Period as a Partner.
Applied Quantum based Master Technical Strategies to grow Firm and Client Wealth in Equity Trading strategies
Built a value based Brokerage house as a Partner in the style of Warren Buffet's Berkshire Hathway.
Authorized Assistant-Stock Exchange Floor Trading
Govind Parikh & Co, Chennai
06.1987 - 01.1992
Adaptable and proficient in learning new concepts quickly and efficiently.
Exercised leadership capabilities by successfully motivating and inspiring others.
Demonstrated strong organizational and time management skills while managing multiple projects.
Passionate about learning and committed to continual improvement.
Master Floor Trader on Outcry System.
Market Maker for select prestigious shares like Madras Cements.
Education
MBA - International Business And Finance
Maharishi University of Management
Fairfield, IA
08.2002
Skills
Global Blockchain Strategy Course from -Oxford University -May 2018
National Stock Exchange Certification-Capital markets module - Sept 2000
National Stock Exchange Certification- Derivatives Module - April 2000
Master Technical Analysis Expert
Accomplishments
Achieved Building a Trading model based on Quantum Theory by completing development with accuracy and efficiency applying the principles of Technical analysis.
Resolved product issue through intensive testing.
Documented and resolved Model development issues which led to accurate results for both short-term and long-term performance.
Collaborated with team of developers in the development of 'Eagle Investment Strategy' my model based quantum investment strategy that can be applied to any security across the gamut of Investment industry .
Timeline
Private Wealth Advior
Masterstroke Eagle Investment Strategy -Self
01.2003 - Current
Director
Govind Parikh Shares & Securities Pvt. Ltd.
04.1998 - 02.2003
Partner
Govind Parikh & Co
01.1992 - 03.1998
Authorized Assistant-Stock Exchange Floor Trading
Govind Parikh & Co, Chennai
06.1987 - 01.1992
MBA - International Business And Finance
Maharishi University of Management
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