Jay Gawade

I’m a B. Com (Investment Management) graduate with dual NISM certifications (ResearchAnalyst XV & Mutual Fund Distributor VA) and hands-on experience across equity research, investment operations, and fintech product development. I build end-to-end financial models and translate metrics into practical recommendations for real investor decisions.

In my Investment Operations & Client Relations internship, I managed backend workflows such as KYC processing, account documentation, and demat coordination for mutual fund and insurance clients. I reviewed client portfolios, proposed SIP top-ups aligned to financial goals, and helped standardize KYC/onboarding to reduce errors and speed activation.

As an Equity ResearchAnalyst intern, I conducted equity and hybrid mutual fund analysis using performance metrics like returns, risk ratios, expense ratios, and portfolio composition. I also supported personalized SIP strategy structuring for retail clients, starting from entry points of Rs. 100 for long-term wealth creation in Tier 2/3 segments.

I co-developed a WhatsApp-based MF onboarding chatbot at Joshi Capitals, defining question flow, KYC checkpoints, risk profile prompts, and SIP allocation logic for first-time investors. I want to grow in roles across Investment Banking, Equity Research, and Financial Analysis—where rigorous analysis meets client-focused execution.