Nikhil K.

I bring over 14 years of experience as an Investment Adviser, Research Analyst, and Trader, most recently serving as a Senior Investment Analyst at a U.S.-based wealth management firm managing approximately $90 million in assets under management for high-net-worth and ultra-high-net-worth clients. In this role, I was responsible for overseeing equity investment and trading portfolios, where I successfully generated significant alpha through low-duration aggressive stock and options trading strategies. • Skills - Options Strategist - Stock Options Index and Stock based Option trading strategies for creating consistent returns on portfolio basis Stock Trading and Investment - Low duration swing trading and momentum-based stock trading ideas Investment Portfolio Development - Developing and Managing client portfolios to maximize investment returns • Excellent Academic Credentials - Chartered Financial Analyst (CFA) Certified Chartered Financial Analyst (ICFAI, India) Certificate in ESG Investing by CFA Institute MBA from one of the prestigious B-Schools of Mumbai University Bachelor of Engineering in Electronics and Telecommunication