Ankit Mahadeo Khade

Conducted portfolio construction exercises focusing on diversification, risk allocation, and investment optimization. Analyzed IPOs through prospectus review, company fundamentals, and market positioning. Performed fundamental and technical analysis to evaluate stock attractiveness and timing strategies. Prepared reports on macroeconomic trends and market events impacting equity performance and investor sentiment. Created 5 portfolios tailored to investors’ needs based on their risk appetite, time horizon, and growth objectives. These portfolios are designed to achieve an average annual return of 19.29%. Provided advisory services to 35 clients for investments in insurance, mutual fund schemes, and bonds.

Analyzed listed stocks, tracking DII, FII, and Mutual Fund holdings across quarterly reports. Conducted Porter's Five Forces and SWOT analyses on the top five performing stocks. Prepared comprehensive reports on companies from five trending sectors by highlighting key financial and strategic insights. Conducted fundamental and technical analysis on securities to identify optimal investment opportunities. Identified gaps in customers’ portfolios that were preventing returns from being generated, and learned how to optimize them effectively for better performance.