You're now following
Error following user.
This user does not allow users to follow them.
You are already following this user.
Your membership plan only allows 0 follows. Upgrade here.
Successfully unfollowed
Error unfollowing user.
You have successfully recommended
Error recommending user.
Something went wrong. Please refresh the page and try again.
Email successfully verified.
kozhikode, india
It's currently 12:18 AM here
Joined August 4, 2018
0 Recommendations
Rajath O.
@rajathotta
0.0
0.0
0%
0%
kozhikode, india
N/A
Jobs Completed
N/A
On Budget
N/A
On Time
N/A
Repeat Hire Rate
Investment Adviser
Contact Rajath O. about your job
Log in to discuss any details over chat.
Reviews
Changes saved
No reviews to see here!
Experience
Registered Investment Adviser
Oct 2017 - Present
Founder of SmarTrove Investment Advisory which provides fee only planning to its clients. Provides financial planning including goal based planning, retirement planning, insurance planning, loan management etc.
Business Analyst
Mar 2016 - Oct 2017 (1 year, 7 months)
Performed business analysis for a hire and lease company to develop a software to run their day to day operations.
Assistant Manager
Jun 2012 - Feb 2016 (3 years, 8 months)
Managed Integrated Treasury Management System (Market Risk Module) Implementation for Indian Bank. Developed Valuation Models & Cash flow Models, Value-at-Risk (VaR) Models - Historical Simulation, Parametric VaR & Monte Carlo Simulation. Performed Scenario Analysis, Sensitivity Analysis, Back Testing & Greeks. Conducted computation of capital charge and generated daily risk regulatory reports for market risk through standardised & internal models approach.
Education
MBA
(2 years)
B Tech
(4 years)
Qualifications
NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination
National Institute of Securities Markets
2016
It covers topics related to the basics of investment advisory, steps in the advisory process, making and implementation of a financial plan and evaluation of different products. This course teaches financial planning as
an approach to investing, insurance, retirement planning and an aid for advisers to develop long term relationships with their clients. It also discusses the concept of Income tax, and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory.
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
National Institute of Securities Markets
2016
It covers topics related to the basics of investment advisory, steps in the advisory process, making and implementation of a financial plan and evaluation of different products. This course teaches financial planning as
an approach to investing, insurance, retirement planning and an aid for advisers to develop long term relationships with their clients. It also discusses the concept of Income tax, and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory.
Contact Rajath O. about your job
Log in to discuss any details over chat.
Verifications
Certifications
Top Skills
Browse Similar Freelancers
Browse Similar Showcases
Invite sent successfully!
Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Copy to clipboard failed, please try again after adjusting your permissions.
Copied to clipboard.
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.