Kartik Shetty

Passionate and dedicated Stock Market Trainer with a strong commitment to continuous learning and professional growth. I specialize in simplifying complex financial concepts, empowering individuals and professionals to make informed investment decisions. With a focus on evolving strategies and staying updated with market trends, I strive to provide practical, actionable insights that bridge the gap between theory and real-world trading.

Adept at mentoring diverse audiences, I foster an engaging learning environment that encourages curiosity, analytical thinking, and disciplined investment approaches.

Research Analyst - GSKC - Dombivli

(2025-08 - 2026-06)

• Managed client investment portfolios under the guidance of senior portfolio managers.
• Executed options trading orders in client accounts based on approved trading strategies and instructions.
• Monitored and managed option-selling positions while ensuring timely order execution.
• Identified and shared trading opportunities in equity and futures markets for both swing trading and intraday strategies.
• Maintained accurate records of client trades, positions, and portfolio performance.
• Gradually assumed responsibility for managing clients' long-term investment portfolios.

Sub broker - Choice Broking

(2025-01 - 2025-07)

As a sub-broker, I assist clients with stock trading, provide market updates, execute buy/sell orders, handle documentation, and ensure smooth communication between clients and the main broker.

Equity Dealer cum Relationship Manager - SBI Cap Securities - Chinchpokli

(2024-06 - 2025-01)

• As an Equity Dealer and Relationship Manager, I have to execute equity trades on behalf of clients, monitor stock market movements, and provide timely market insights.
• I have to manage client portfolios, ensure compliance with regulatory guidelines, and assist clients in making informed investment decisions.
• I have to build and maintain strong client relationships, resolve queries, and deliver personalized financial solutions.
• I have to stay updated on market trends, research investment opportunities, and ensure smooth execution of trades to maximize client satisfaction and portfolio growth.

Senior Faculty - UR Stock Trading Institute - Kalyan

(2022-11 - 2024-05)

• As a Professional Trainer and Mentor at a Trading Institute, I have to conduct training sessions on equity markets, derivatives, technical analysis, and investment strategies.
• I have to design and deliver practical learning modules that help students and professionals understand trading concepts with real-time market applications.
• I have to mentor individuals, resolve their queries, and guide them in developing disciplined trading habits.
• I have to stay updated with stock market trends, simplify complex financial topics, and ensure learners gain the knowledge and confidence to trade and invest successfully.