Bhavin Rafaliya
Equity Advisor | Technical Analysis | Equity Technical Analyst | CMT Level 1 Cleared
- Role
- Assistant Manager at ICICI Securities
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Bhavin Rafaliya
Currently working as an Assistant manager - Equity Advisor at ICICI Securities Ltd…
Experience
Assistant Manager
Dec 2023 — Present · Mumbai, IN
Managing HNI and Ultra-HNI Client Portfolio, evaluating & rebalancing their portfolio on the basis of the risk appetite and desired annual returns.• Acknowledging clients about the Indian indices, global indices as well as providing the knowledge of correlation between different asset class like Currencies, Commodities, Equities, Bonds, Interest rates for better investment guide.• In addition to this, making them aware about the macro economics and their effect on financial markets.• Guiding the clients in their trades in equity and it\'s derivatives, Index derivatives, etc.• Building the portfolio for long term goals oriented clients while for short term providing appropriate low to aggressive risk strategies for trading.• Providing research recommendations to clients as well as particular views about stocks by reviewing it with research team and adding the technical view as well as fundamental values on it for better understanding.
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