Mohammad Faiz
Equity Research Analyst | Wealth Manager | Trader | Chart Analysis | Financial Analyst | | Technical Analyst | Bachelor of Technology (CSE) | Book Reader |
- Role
- Wealth Management Intern at Ananta Finance
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Mohammad Faiz
My journey into finance has been driven by a deep curiosity to understand markets and, more importantly, to help people make better financial decisions. I started with a strong foundation in equity research—analyzing businesses, decoding financial statements, and building investment perspectives. Over time, I realized that beyond numbers and valuations, what truly matters is how these insights translate into meaningful wealth creation for individuals. Today, in Wealth Management, I focus on bridging that gap. I work closely on: • Understanding client goals, risk appetite, and financial aspirations • Translating market insights into practical investment strategies • Building portfolios that are not just data-driven, but aligned with long-term wealth creation My background in financial analysis gives me an edge in evaluating opportunities, while my approach remains simple—clarity over complexity. I believe wealth management is not just about generating returns, but about building trust, discipline, and a structured path toward financial independence. Beyond work, I continuously stay updated with market trends, economic shifts, and evolving investment strategies—because in this field, learning never stops. If you’re someone who values thoughtful investing and long-term wealth creation, let’s connect.
Experience
Wealth Management Intern
Apr 2026 — Present
Wealth Management Intern at Ananta Finance, actively involved in understanding client financial behavior, portfolio structuring, and investment advisory.* Assisted in analyzing client portfolios and aligning investments with their financial goals* Observed and studied client psychology to better understand risk appetite and long-term objectives* Supported in identifying HNI prospects and conducting market research* Gained hands-on exposure to asset allocation, mutual funds, and financial planning strategies* Focused on building a client-centric approach driven by trust, stability, and long-term wealth creation
Education
The Valuation School
Equity Research analyst, Equity
Galgotias University
B.tech, Computer Engineering
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