Pratham Anand

Results-driven Finance professional with expertise in HNI wealth management, portfolio advisory, and investment strategy. Currently managing ₹35 Crore+ AUM at Mirae Asset Sharekhan, consistently delivering 5% alpha above benchmark returns while acquiring 4+ new HNI clients per month. Combines deep technical and fundamental analysis with SEBI compliance expertise, financial modelling, and cross-asset knowledge across equities, mutual funds, PMS, and derivatives.

NISM Series V-A and VIII certified.

Investment Relationship Manager at Mirae Asset Sharekhan (2025-08 – Present)

• Managing HNI client portfolios with AUM exceeding ₹35 Crores across mutual funds, equities, and PMS products
• Consistently outperforming market benchmarks by generating 5% alpha through data-driven portfolio rebalancing and tactical asset allocation
• Acquiring an average of 4 new HNI clients per month through referral network development, proactive outreach, and needs-based financial advisory
• Delivering personalized investment strategies aligned with individual client risk profiles, time horizons, and return objectives
• Conducting regular portfolio reviews across equity, debt, and derivative instruments to optimize risk-adjusted returns
• Ensuring full SEBI compliance and regulatory adherence across all advisory activities and client transactions

Forex Market Analyst (Intern) at BB Advisories (2024-05 – 2024-07)

• Analysed currency pair movements (USD/INR, EUR/USD, GBP/USD) using technical indicators including RSI, MACD, Bollinger Bands, and Fibonacci retracement
• Identified high-conviction trade setups through combined technical and macro-fundamental analysis, contributing to trading desk decision-making
• Prepared weekly forex research reports covering currency trends, central bank policy impacts, and geopolitical risk factors
• Monitored real-time market data and economic calendars to provide timely insights on currency volatility events

Google Shopping Specialist at Cognizant (Client: Google) (2022-07 – 2023-04)

• Analysed currency pair movements (USD/INR, EUR/USD, GBP/USD) using technical indicators including RSI, MACD, Bollinger Bands, and Fibonacci retracement
• Identified high-conviction trade setups through combined technical and macro-fundamental analysis, contributing to trading desk decision-making
• Prepared weekly forex research reports covering currency trends, central bank policy impacts, and geopolitical risk factors
• Monitored real-time market data and economic calendars to provide timely insights on currency volatility events

PGDM in Finance & Marketing – IMS Ghaziabad (2023 – 2025)

Bachelor of Commerce in Foreign Trade – St. John's College (2019 – 2022)

Class XII in Commerce with Mathematics – ISC Board (2018 – 2019)

Class X – ICSE Board (2016 – 2017)