Pratham Surana

About Pratham Surana

I assist investment and advisory teams make smarter, faster decisions by turning raw financial and market data into clear, actionable insights supported by disciplined analysis and CFA-level thinking.I am a CFA Level II candidate with hands-on experience across market research, mutual fund analysis, financial statement interpretation, client relationship management, and operational execution. My strength lies in understanding how information moves through an organization—research to insights, insights to decisions, and decisions to measurable outcomes.At AVM Finserv, I manage client engagement workflows, perform market opportunity research, contribute to strategic projects, and create clarity-focused content to support both internal teams and clients. I also use AI tools such as GPT and Gemini to accelerate research, improve content quality, and streamline data tasks—bringing innovation and efficiency into my work.Previously at Perfect Wealth, I conducted mutual fund evaluations, monitored key market activities, and supported investment operations. Earlier, as Operational Head at Kiran Wire Netting Company, I strengthened my execution discipline, communication skills, and process optimization abilities.Across all roles, my approach is consistent:Learn fast. Analyze deeply. Communicate clearly. Add value early.I am now looking for opportunities in Equity Research, Investment Analysis, Market Research, or Financial Analytics, where I can combine analytical rigor, client understanding, and strong execution to support high-impact financial decision-making.If you are building the next generation of finance talent, I’d be glad to connect.

Experience

1. Equity Advisor & Business Development Associate

   Avm Finserve

   Dec 2025 — Present · Kolkata, IN

   Manage client relationship workflows, ensuring timely communication, strong engagement, and clear understanding of financial products and services.Conduct market research to identify potential opportunities, trends, and insights that support product positioning and strategic decision-making.Lead project-based assignments, including building and organizing a targeted client base for an upcoming strategic initiative, improving outreach quality and business development efficiency.Develop educational and marketing content to support client awareness and enhance product communication.Utilize AI tools (GPT, Gemini) to streamline research, content creation, data processing, and workflow automation—significantly improving accuracy and delivery speed.Present and pitch financial products to clients with structured value propositions, supporting relationship building and conversion efforts.Assist back-office operations through accurate data entry, documentation, and process execution to maintain seamless client servicing.

Education

• The Bhawanipur Education Society College

  Bachelor of Commerce

• Shri Daulatram Nopany Vidyalaya

  High School Diploma

• Cfa institute

  Cfa (level 1), Finance, General

• The Bhawanipur Education Society College

  B.Com (Hons.)

  2022 — 2025