FINANCIAL PLANNER

Suvarna Siddhi Investments & Enterprisers
Co-Founder)
?Handled portfolio of various clients and developed client base through network and seminar marketing.
?Actively managed INR 12 million + portfolio of stocks, Bonds and options (Derivatives) through application of fundamental and technical analysis with a turnover of more than 3.5 million.
?Implemented innovative concepts like making short term investments through analyzing and investing in various SIP, OPTIONS, and Derivatives (Out of money).
?Top investment ideas include Investments in top companies like Suzlon,Amtek Auto,Petronet LNG, Jubilant Life Science and Yes Bank where the clients have achieved more than 100% returns through our research in the year 2012 end to 2014 which helped in increasing our client base tremendously.
?Minimizing the risk by providing the ideas about the hedging tools and where and how and when to invest, as premiums play a major role here.
?Ensured client retention by providing strategic investment recommendations based on evaluation of analyst reports covering fixed-income and equity investing.
?Employed numerous investment instruments in option hedging strategies and trading scenarios, including fixed-income and equity securities.

Work Terms

Can work minimum 6 hrs daily,Per hr.$10,fluent in English