Muhammed Faiz A.
Equity Advisor @Motilal Oswal Financial Services Ltd
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WORK HISTORY
Equity Advisor @Motilal Oswal Financial Services Ltd
Mumbai, IN
Client Advisory - Analyze clients’ financial goals, risk appetite, and time horizon- Recommend stocks, mutual funds, ETFs, or other equity instruments- Provide intraday, swing, or long-term investment strategies. Research & Analysis - Study company financials (P/E ratio, debt-to-equity, earnings growth)- Track macroeconomic trends (interest rates, GDP, geopolitical events)- Use tools like Bloomberg Terminal, Reuters, Screener.in. Portfolio Management - Rebalance portfolios based on market conditions- Diversify assets to mitigate risk. Compliance & Documentation - Ensure adherence to SEBI regulations (e.g, avoiding insider trading)- Maintain client records (KYC, risk profiling). Sales & Relationship Management - Acquire new clients (HNI, retail investors)- Upsell services like portfolio management schemes (PMS).
ABOUT MUHAMMED FAIZ A.
Driven finance professional passionate about Corporate & Investment Banking…
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