Aditya Singh

Financial Advisor | Investment Advisor | portfolio manager.

Role: Financial Advisor at Motilal Oswal Financial Services Ltd
Location: Pune, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Aditya Singh

Detail-oriented professional with 2+ years as financial Analyst. Proven analytical…

Experience

Financial Advisor
Motilal Oswal Financial Services Ltd
Mar 2024 — Present · Pune, IN
Carefully evaluate the financial status and outline goals of clients in order to best determine proper investment, debt and risk management decisions.•Advise clients on risks and benefits of each opportunity, providing thoughtfully insights, addressing questions and concerns.•Stay up-to-date with current economic climate to best serve clients\' needs.•Created potential client portfolios based on researched investment opportunities to match client needs.•Maintain up-to-date coverage of 35+ companies from Energy, FMCG, IT, Defense, Consumer Goods, Health Care and Financial Service Sector.•Created financial models to track and maintain high revenue.•forecasting financial ratio and Conducting Cost-Benefit Analysis to maintain and evaluate proper growth of the portfolio.

Contact information

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•••••@motilaloswalgroup.com
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Current company

Motilal Oswal Financial Services Ltd

Financial Services · 15K employees · Founded 1987 · Mumbai, Maharashtra, India

Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show. Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 12,000+ member team. Today we are a well-diversified financial services firm offering a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions, and corporate clients. We are headquartered in Mumbai and, as of September 2022, had a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 5.2 Million+ customers. Research is the solid foundation on which MOFSL advice is based. Almost 10% of revenue is invested in equity research, and we hire and train the best resources to become our advisors. At present we have 25+ research analysts researching over 250 companies across 20 sectors. From a fundamental, technical, and derivatives research perspective, Motilal Oswal’s research reports have received wide coverage in the media. Our consistent efforts towards quality equity research have reflected in an increase in the ratings and rankings across various categories in the AsiaMoney Brokers Poll over the years. We have also been awarded the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five years in a row & got inducted into the ‘Hall of Fame’ at the 10th Financial Advisory Awards 2019. SEBI Registration Details - http://bit.ly/4ek37zO

motilaloswalgroup.com

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