At I4Knowledge Processing Pvt Ltd, I supported US wealth management operations and portfolio construction aligned with clients’ risk tolerance and financial objectives. I conducted portfolio suitability analysis and reviews, and supported onboarding for US-based clients through custodians including Charles Schwab and Fidelity.
My project, “Risk and Return Analysis of the Indian Equity Market with Reference to Sectoral Indices,” compared Nifty sectoral indices using beta, standard deviation, and Excel. At Marwadi Shares and Finance Ltd., I learned to analyze equity research reports and gained knowledge of futures, options, and hedging strategies.
