Gaurav Bhagwat

Onboarded 10+ clients on the Sharekhan investment platform, handling account opening, investment profiling, and client onboarding. Maintained basic MIS reports and assisted senior advisors in portfolio reviews and client servicing activities. Educated clients on investment options including mutual funds, equity, and derivatives, based on fundamental and technical analysis.

Investment Advisory Intern - Invest Now Financial Services - Dombivli

(2025-05 - 2025-07)

• Onboarded 10+ clients on the Sharekhan investment platform, handling account opening, investment profiling, and client onboarding.
• Maintained basic MIS reports and assisted senior advisors in portfolio reviews and client servicing activities.
• Educated clients on investment options including mutual funds, equity, and derivatives, based on fundamental and technical analysis.
• Gained practical exposure to equity markets by working on the HDB Financial Services IPO project as part of the SIP.
• Applied RSI and MACD indicators to analyze price trends and market momentum.

Relationship Manager - HDFC Securities - Thane

(2022-06 - 2023-05)

• Managed a portfolio of 1,500+ retail and HNI clients, delivering investment advisory services across mutual funds, equities, and derivatives.
• Conducted risk profiling, financial need analysis, and portfolio reviews to recommend suitable investment products.
• Strengthened HDFC Securities' client base and assets under advisory (AUA) by delivering investment advisory, conducting risk profiling, and recommending suitable capital market products.
• Supported Demat and Trading account opening, KYC documentation, and regulatory compliance as per SEBI guidelines.
• Utilized CRM tools to track client interactions, portfolio performance, and service requests, improving client retention.

Derivative Market Analyst - Finlatics

(2025-02 - 2025-04)

Live Project

• Completed a live project in Derivatives Market Analysis, focusing on Futures, Forwards, and Options instruments.
• Analyzed market trends using technical indicators such as RSI and MACD for trade timing and confirmation.
• Interpreted price action, open interest, and volume data to identify potential trading opportunities.
• Learned and implemented basic option strategies during live market conditions.

MMS - Finance - VESIM, Mumbai (2026-05)

BAF - N.G Bedekar College of Commerce, Mumbai (2022-04)

HSC - Class XII - BPV School, Mumbai (2019-03)

SSC - Class X - BPV School, Mumbai (2017-03)