Shridhar Lv

MBA at Amrita School of Business

Role: Assistant Manager at Kotak Neo
Location: Coimbatore, TN, IN
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Shridhar Lv

A hardworking management student who is passionate towards finance and areas related to…

Experience

Assistant Manager
Kotak Neo
May 2024 — Present
Delivered personalized investment solutions by designing diversified portfolios across equities, debt instruments, bonds, and mutual funds tailored to individual financial goals and risk profiles. Developed strategic financial plans that balanced short-term liquidity with long-term wealth creation. Performed in-depth fundamental analysis using key valuation metrics and industry trends. Advised traders on advanced strategies using options pricing models and Greek indicators. Enhanced client engagement through proactive planning, customized reporting, and educational initiatives focused on market dynamics and macroeconomic factors.

Education

Sri Krishna Arts and Science College
B.Com(Corporate Secretarieship)
2019 — 2022
Amrita School of Business - Coimbatore
Master of Business Administration - MBA
2022 — 2024

Contact information

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Work email
•••••@kotaksecurities.com
Personal email
•••••@•••••.com
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Current company

Kotak Neo

Capital Markets · 7.9K employees · Mumbai, Maharashtra, India

At Kotak Neo, we foster talent and nurture an environment that values, supports, and inspires every individual. Recognized as a Great Place to Work®, we are committed to transparency, ethical conduct, and a strong work ethic within a stable and well-established financial services landscape. We believe professional growth is key to success. Our internal training and mentorship programs equip employees with the skills needed to excel in dynamic financial markets. By nurturing talent from within, we create clear pathways for career advancement and leadership development. Innovation is at the heart of our success. Kotak Neo leverages cutting-edge technology and digital tools to enhance service delivery, ensuring our team remains at the forefront of industry advancements. This focus on innovation drives operational excellence while offering employees opportunities to pioneer new solutions in the financial sector. Our inclusive culture is a cornerstone of our organization. We celebrate diverse perspectives, fostering an environment where every voice is heard and valued. By championing equity and diversity, we empower employees to contribute meaningfully to our collective success. We also recognize the importance of work-life balance. Through flexible work arrangements and wellness programs, we ensure employees thrive both professionally and personally. Beyond business, we are dedicated to making a positive impact. Our Corporate Social Responsibility initiatives focus on financial literacy, education, and livelihood programs, empowering underserved communities through capacity building and skill development. At Kotak Neo, you’re not just part of a team—you’re a valued member of a family united by shared values, a passion for progress, and a commitment to excellence in financial services. Disclaimer: https://www.kotakneo.com/disclaimer/

kotaksecurities.com

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About Shridhar Lv

Experience

Assistant Manager

Education

Sri Krishna Arts and Science College

Amrita School of Business - Coimbatore

Find verified contacts for anyone on LinkedIn