Investing & Managing The Family Portfolio
My Journey started with investing & managing the family portfolio of equity in the year 1995. One thing led to another & soon i was managing portfolio of relatives & friends.
My Journey started with investing & managing the family portfolio of equity in the year 1995. One thing led to another & soon i was managing portfolio of relatives & friends.
In 2000 i did certified Course of Technical analysis at Bombay STock Exchange with faculty as market stalwarts like Vivek Patil & Dr. C.K.Naraynan.
Later in subsequent years from 2001-2007 studied at BSE for certified course of Equity Derivatives, Futures & Options, Certified course on Portfolio Risk Analysis, Study of Time & Cycle performances of Financial Markets.
From the year 2008, cleared AMFI Module of Mutual fund Distributors, Mutual fund Advisor Course, got Certificate of Life Insurance, FTKMC-MCX Certified Commodity Professional, NSE-Education for currency derivatives.
AAFMI-Chartered Financial Goal Planner CFGP, NISM-Workshop on Financial Planning & Wealth Management. In the year as per SEBI Guidelines got qualified for NISM-Series-X-B-Investment Advisor LEVEL-1 & LEVEL-2.
I also was guest faculty for Technical Analysis at NSE, BSE, FTKMC & SVKM Narsee Monjee Institute of Management Studies. Taught technical analysis at the education faculty of Growth Avenue Asset Advisors Pvt Ltd.I am the first Technical analyst to hold lecture of Investor Education Program of TECHNICAL ANALYSIS at WIRC of ICWAI.
Did lot of Investor Education Awareness Program for Indian Dietetics Association, BASF, Rotary, GE Oil & Gas, Tata Power,BBNG to name few.