Surya Sharma

Equity Dealer with 3 years of experience in high-volume trade execution across Cash and Derivatives segments. Expert in handling NSE/BSE terminals, price action analysis, and client portfolio management. Recently cleared NISM Series VII (SORM), combining core trading skills with a strong understanding of risk monitoring and compliance to ensure seamless market operations.

Equity Market Operations & Client Advisory at iArista Arth Private Limited (2022-12 – Present)

Role involving equity market operations, client advisory, and trade execution

• Providing stock recommendations and facilitating buy/sell orders for clients
• Managed day-to-day client trading support and order execution in equity and derivatives segment
• Handled client onboarding including Demat account opening, KYC & documentation
• Monitored client portfolios and provided support in portfolio review and investment allocation
• Managed 35+ PMS accounts and 26 Smallcase portfolios ensuring accurate trade execution and reporting
• Managed trade confirmations, settlement updates, and client queries
• Ensured proper record maintenance and compliance with brokerage operational procedures
• Maintained compliance with brokerage and regulatory procedures

B.E. in Mechanical Engineering – KGCE, Karjat (2018)

HSC – Lalita Inter College, Siddhartha Nagar (2013)

Class X – Rashtiya Inter College, Siddhartha Nagar (2011)