- Conduct in-depth research and analysis of Mutual Funds across all categories (Equity, Hybrid, Debt, International, ETFs, Index Funds, etc.).
- Recommend the most suitable funds based on client goals, risk profile, investment horizon, and market outlook.
- Monitor and review existing client portfolios and suggest timely changes.
- Analyze fund performance, portfolio holdings, fund manager changes, risk metrics, rolling returns, alpha, beta, Sharpe ratio, and consistency.
- Track domestic and global market trends, RBI and government policies, interest rates, and macroeconomic developments.
- Prepare investment recommendations, market updates, and portfolio review reports for HNI/UHNI clients.
- Support Relationship Managers during client meetings by providing research-backed investment insights.
- Compare investment products from various AMCs and recommend best-in-class solutions.
- Assist in strategic asset allocation and portfolio diversification.
- Stay updated with SEBI regulations and industry developments.

📌 Investment Analyst (Gurugram)
🏢 DS Global Wealth
📍 Gurugram