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Meghana Hullatti

@meghanahullatti

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Business Administration graduate specializing in Finance and investment analysis.

India

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What I'm looking for

I am looking for a role that challenges me and allows for professional growth in finance.

I am a Business Administration undergraduate with a major in Finance, currently working at an early-stage investment advisory start-up. My role involves researching investment products, conducting portfolio analysis, and offering tailored investment recommendations to clients. I am passionate about making quality investment advice accessible to working professionals in India.

At Qrate Wealth, I conduct in-depth evaluations of mutual funds and alternative investment options like REITs and InvITs. My analytical skills help in constructing model portfolios that align with diverse client objectives and risk profiles. I also monitor market conditions and prepare performance reports to keep stakeholders informed.

Alongside my professional work, I pursue creative interests such as theatre and writing, which enrich my perspective and enhance my communication skills. I am eager to leverage my finance knowledge and analytical abilities in a dynamic environment that values innovation and growth.

Experience

Work history, roles, and key accomplishments

Associate

Qrate Wealth

Apr 2024 - Present (1 year 3 months)

Conducted in-depth research and analysis of mutual funds, REITs, and InvITs, evaluating performance and risk metrics to construct diversified model portfolios. Collaborated with investment strategists to align portfolios with client risk profiles and monitored market conditions, economic trends, and regulatory changes.

Mutual Fund Analysis Equity Research InvITs Portfolio Management Stakeholder Engagement REITS

Business Development Associate

Roambay Backpacker’s Hostel

Jun 2023 - Present (2 years 1 month)

Crafted a Standard Operating Procedure (SOP) to optimize operational efficiency and strategically identified expansion opportunities in key locales. Forged strategic partnerships with local businesses to enhance market presence and growth.

Business Development SOP Development Strategic Partnerships Negotiation

Intern

Qrate Wealth

Collaborated with the Founder to gain a comprehensive understanding of the Indian wealth management ecosystem, including market preferences, competitor landscape, and regulatory trends. Analyzed different wealth management models and conducted a survey of over 1,000 participants to study customer behavior and investment challenges.

Wealth Management Market Analysis Competitor Analysis Regulatory Compliance Survey Design Financial Technology