Ideation - Equities/Fixed Income

Part of team involved in generating investment ideas to meet the clients financial goals 
 Contribute to and prepare investment proposals for clients 
 Analyse Investment Vehicles – Equity Mutual Funds, PMSes, AIFs, Direct Equity 
 Track PMS Universe
 Track ETF and Index Funds Universe
 Crate Periodic Macro study
 Provide recommendations based on the above analysis 
 Writing Periodic reports and Updates
 Conduct periodic reviews of client investment portfolios to track they are meeting the
investment objectives. Identify, highlight variances and suggest changes, if any.
 Provide data / guidance and support Relationship managers for the periodic client reviews
and other client requests for information.
 Build relationship with Mutual Fund Managers and PMS Managers and continuously
research for new fund opportunities
 Stay updated, track new policies, actions, guidelines circulated by RBI, SEBI etc to
provide client updates and build knowledge decks
 Contribute to preparation of the monthly MIS

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