Rohit Patidar
Investment Advisor @New Berry Capitals Private Limited
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WORK HISTORY
Investment Advisor @New Berry Capitals Private Limited
Indore, IN
With work to improve financial literacy in the country and offer a unique service of portfolio risk evaluation, as more and more people are investing in stocks without an advisor and lack knowledge, taking losses in the end,I work with clients to improve their investments allocation in various asset classes like fixed income and equities.I look at the stocks in their portfolios and describe the legal, economic, and fundamental weaknesses and strengths of their investments in order to improve their risk-adjusted return.
EDUCATION
The Valuation School
Financial modelling and valuation
INSTITUTE OF MANAGEMENT STUDIES, DAVV, INDORE
Bachelor of Business Administration - BBA
ABOUT ROHIT PATIDAR
I am a finance enthusiast currently pursuing the CFA charter, having passed Level 1 with…
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