Ishan Pundit
Wealth Management Professional
40 years old
Delhi (110032) India
Professional Status
Entrepreneur
Open to opportunities
About Me
Dynamic, results-oriented leader and entrepreneur with a strong track record of performance in turnaround and high-paced organizations. Utilize keen analysis and insights and team approach to drive organizational improvements and implementation of best practices. Superior interpersonal skills, capable of resolving multiple and complex (sales, human resources, legal, financial, operational) issues and motivating staff to peak performance.
My extensive experience of over 16 years, includes:
Over 9 years of extensive experience in Banking / Business Development / Financial Planning / Loans / Equity Broking / Margin Funding / Financial services in Assets, HNI, Retail, Investment Counselling, Portfolio Management, and Wealth Management along with a Solutions-oriented approach with excellent relationship management skills, successfully and consistently delivering the responsibilities of Revenue Generation, Profitability, Market Share and Customer Satisfaction.
Over 4 years of experience in Complete management and turn-around of business operations & logistics for a leading Laundry Services Startup, Dry Cleaners’ Business Ownership, Business Management, and Business Expansion.
Over 3 years of experience in Client Relationship Management, Sales & Marketing, Business Development and Team Management.
My extensive experience of over 16 years, includes:
Over 9 years of extensive experience in Banking / Business Development / Financial Planning / Loans / Equity Broking / Margin Funding / Financial services in Assets, HNI, Retail, Investment Counselling, Portfolio Management, and Wealth Management along with a Solutions-oriented approach with excellent relationship management skills, successfully and consistently delivering the responsibilities of Revenue Generation, Profitability, Market Share and Customer Satisfaction.
Over 4 years of experience in Complete management and turn-around of business operations & logistics for a leading Laundry Services Startup, Dry Cleaners’ Business Ownership, Business Management, and Business Expansion.
Over 3 years of experience in Client Relationship Management, Sales & Marketing, Business Development and Team Management.
Managing Partner - Client Acquisition & Investment Advisory
Bull's Eye Investment Advisors
April 2017
to June 2018
Full-time
Delhi
India
- Bull's Eye Investment Advisors is a start-up portfolio management firm focused on constructing all-weather, high yielding equity portfolios by effecting employing superior fundamental and technical analysis tools and hedging portfolio risks using various Futures & Options strategies.
- I am currently enacting the role of a Managing partner focused on acquiring new client accounts and conducting market research to identify profitable opportunities essential for constructing healthy investment portfolios.
- Delivered leadership in establishing deep client relationships and delivering high levels of service to clients.
- Designed an All-Weather Asset Allocation strategy that delivered returns better than the Nifty-50 index at a fraction of the volatility and draw-downs in both back-tested and real-world performance.
- Hedged portfolio risk by balancing sector betas and asset quality.
- Prepared budgets and reviewed clients' profit and loss statements.
- Conducted stock research through analysis of macro-economic factors and trend, industry opportunities, and company fundamentals, and stock selection based on fundamentals and valuation, and growth.
- Managed over 30 accounts with a total market value of over INR 240 million.
- Interfaced and regularly communicated with clients, discussing how the investment services of the firm suited their unique circumstances; developed and proposed investment strategy to clients.
- Conducted equity research on companies to discover undervalued investments with reasonable prospects for long term sustainable growth.
- Coordinated portfolio reviews with clients to regularly evaluate an investment's performance toward achieving documented long-term financial goals.
- Presented investment and financial planning seminars to clients and prospective clients.
- Generated new clients using a personal, face-to-face approach that built trust and emphasized personal service to the individual investor.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
- Formulated asset allocation strategies and developed proprietary investment models for client portfolios.
- Achieved a 139.80% return on Hedged Portfolio Strategy, compared to a measly 28.59% return on the Nifty-50 during the same period.
- Developed valuation models utilizing discounted cash flow, economic value added, relative multiple and fundamental multiple analysis.
