Rahul Jeena

At Kotak Mahindra Asset Management Company, I analyzed large-cap mutual funds and their performance trends. I also studied NAV trends, risk-return profiles, benchmark comparisons, and portfolio allocations.

I assisted with analytical reports and investor-ready presentations, gaining exposure to asset management operations, distributor coordination, and compliance workflows.

For my Kotak Mutual Fund OJT project, I compared Kotak, SBI, and ICICI Prudential Blue-chip Funds against the Nifty 100 TRI benchmark. I assessed risk-adjusted returns and built a framework matching schemes to conservative, moderate, and aggressive investor profiles.

In a separate FMCG research project, I evaluated financial ratios for 10 companies and used correlation and regression analysis on annual-report data. I’m an MBA Finance graduate and hold the NISM Series V-A Mutual Fund Distributors Certification.