About Karthikeyan

Credentials
Value We Add

🎓Credentials

  • NISM Certified in Alternate Investment Funds, PMS, MF, Commodities, Research Analyst and Investment Advisory
  • Data Science & Applications – IIT Madras
  • Held Senior Leadership (AVP+) in three listed financial companies
  • Authorized Business Partner with a leading investment firm for 15+ Years

💡Value We Add

  • Strategy based Investment & Asset Allocation
  • Personalised portfolio analysis and consultations (based on proprietary portfolio analysis tools)
  • Access to Mutual Funds Master database (All Schemes and AMCs performance since Inception)
  • AI based auto-trading & investment software Tool (for ease of trading and generate Alpha advantage)
  • Investment and Trading related Trainings (position sizing, optimizing risk & return, Trade Ledger maintenance, market & stocks probability chart etc.)