Akhil R.
Financial Analyst at Plootus, Believe in Ethics over Laws, Always Curious to know more
- Role
- Financial Analyst at Plootus
- Location
- Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Akhil R.
Finance professional with experience in financial analysis, investment research, data…
Experience
Financial Analyst
Dec 2024 — Present · New Haven, CT, US
Automating retirement portfolio strategies based on the client’s riskiness and allowed portfolio retirement funds.Done portfolio allocations for 401k plans, written engine code to streamline this process, done over 4600+ allocations using my automated logic, created a master Excel template (python) that reduced task time from 30min to 10min.Non-coding tasks include analysing the retirement mutual fund / ETF / CIT / Target-dated fund options for the clients, preparing Excel sheets that are used as inputs for the algorithms and making sure data and code is consistent.Skills learned : Portfolio Optimisation, Xlwings, Automation, 401k allocation, MF/ETF/CIT, Expense ratios, VBA, Data Mining
Education
Mussoorie Public School
6th Class, Science, Maths, English, Hindi, Social Studies, Environment Science
2009 — 2009
Wynberg Allen School
7th, 8th Class, Science, Social Studies, Maths
2010 — 2011
National Institute of Open Schooling
Intermediate, Science & Business
2016 — 2018
Devbhoomi Public School, Bilkedar
Class 9-10, Science, Maths, Social Studies, Computer Applications, English
2012 — 2014
Doon Business School
Bachelor of Commerce - BCom, Accounting and Finance
2018 — 2021
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