Limna Davis

Ambitious and client-focused finance professional with a strong foundation in investment advisory, financial markets, and wealth management. Holder of multiple industry-recognized certifications, including NISM Investment Adviser Level I & II, Mutual Fund, Equity Derivatives complemented by practical experience in Equity Research. Currently pursuing the Certified Financial Planner (CFP) certification to deepen expertise in financial planning and investment solutions.

Demonstrates a proven ability to analyze market trends, build client relationships, and deliver value-driven financial insights. Eager to leverage technical knowledge, analytical thinking, and a passion for financial services in a dynamic role within wealth management, investment advisory, or capital markets.

SHOWROOM MANAGER - SURABHI MODULES

• Prepared project cost estimates, quotations, and pricing analyses to support business decision-making and profitability.
• Analyzed customer requirements and project specifications to recommend cost-effective solutions and optimize resource utilization.
• Managed client relationships, conducted consultations, and ensured effective communication throughout the project lifecycle.
• Prepared business reports, tracked project performance, and maintained accurate documentation for management review.
• Maintain strong customer relationships and address inquiries effectively.
• Supported business development through client relationship management and lead conversion.

Equity Research Analyst - HEDGE APPLIED SCHOOL OF ECONOMICS

• Conducted equity research and investment analysis by evaluating company fundamentals, financial performance, and industry trends.
• Analyzed financial statements, including income statements, balance sheets, and cash flow statements, to assess company performance.
• Performed valuation analysis using Discounted Cash Flow (DCF) and Relative Valuation (P/E Multiple) methodologies.
• Prepared research reports, investment presentations, and analytical summaries for advisory and business development purposes.
• Collaborated with senior professionals to understand client requirements and recommend suitable solutions.
• Developed strong analytical, communication, and relationship-management skills.
• Presented investment insights and recommendations based on fundamental and quantitative analysis

Product Development Contributor - SPOTRIDER APP

• Prepared and delivered presentations to stakeholders, showcasing progress, features, and roadmaps.
• Participated in regular team meetings to align product goals and communicate technical updates.
• Contributed to both front-end and back-end development, ensuring smooth and responsive user experiences.

BACHELOR OF COMMERCE - B.COM

NISM INVESTMENT ADVISOR LEVEL 2

NISM MUTUAL FUND

EQUITY DERIVATIVES

PURSUING CERTIFIED FINANCIAL PLANNER - CFP