Nirav Karkera
Head of Research, Fund Manager (PMS) @ W by Groww | Private Wealth | Multi-asset x Multi-product Investment Strategies
- Role
- Head of Research, Fund Manager (Pms) at Fisdom
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Nirav Karkera
As the Head of Research at Fisdom, a leading fintech platform for wealth management, I lead a team of analysts and portfolio managers who provide insights, recommendations, and solutions on various asset classes, products, and markets. With almost a decade of experience in the financial sector, I have a strong background in global and domestic macroeconomics, equity and fixed income markets, product research and fund manager selection, and credit analytics and ratings.My mission is to deliver high-quality and actionable research that enables our clients to make informed and smart investment decisions, and to develop and maintain optimal asset and product allocation strategies that suit their needs and goals. My span of control also includes equity technical and fundamental analysis to provide positional, intraday, and derivatives strategies for retail investors. I am passionate about numbers, behavior, words, and everything in between, and I constantly seek to learn, grow, and innovate in the dynamic and evolving field of finance.
Experience
Head of Research, Fund Manager (Pms)
Aug 2018 — Present · IN
Founding Team @ Fisdomx - 10xFintech | Private Wealth | Retail BrokingA. Researchi. Global & Domestic Macroeconomicsii. Domestic Equity Capital Markets, Fixed Income Product Research and Fund Manager Selection - Mutual Funds, PMS, AIFiv. Coverage on direct equities, bonds and structured products.v. Equity Technical Analysis (Positional/Intraday/BTST/Derivatives Strategy for Retail)+ Fundamental analysis supportvi. Equity and Multi-Asset Fund Management for Fisdom Model PortfoliosB. Fund Management, Principal Officeri. DPMS Fund Management (FoF Strategies)C. Portfoliosi. Development and maintenance of asset and product allocation strategies.ii. Development of decision and logic matrices incidental to portfolio Development, rebalancing and reconstitution of model portfolios - need-based and thematiciv. Curated portfolio strategies and contextual multi-product + multi-asset portfolio reviews.D. Publicationsi. Frequency-based and event-driven coverage reports on macroeconomic and headline capital market developments.ii. Product and portfolio research Strategic research collaterals and communications.
Education
SIES College of Commerce
Bachelor's degree, Specialization- Accounting and Finance
The Indian High School, Dubai
Primary School
St. Pius X High School, Mumbai
Secondary School
University of Mumbai
Master's degree, Specialisation- Business Management
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master's degree, Finance and Financial Management Services
Skills
- Credit Analysis
- Financial Modeling
- Economic Research
- Financial Projection
- Financial Forecasting
- Risk Assessment
- Credit Rating
- Credit Risk
- Business Analysis
- Business Strategy
- Business Development
- Financial Analysis
- Team Management
- Finance
- Corporate Finance
- Management
- Market Research
- Risk Management
- Leadership
- Valuation
- Microsoft Excel
- Capital Markets
- Microsoft Office
- Entrepreneurship
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