Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
BusinessAnalyst

ADHYYAN SRIVASTAVA

North Bay,ON

Summary

Experienced and team-oriented professional with strong organizational capabilities. Skilled in handling multiple projects simultaneously, maintaining accuracy, and attention to detail. Effective task prioritization skills to consistently meet deadlines.

Overview

2
2
years of professional experience
1
1
Certification

Work History

FINANCIAL ADVISOR

KOTAK SECURTIES
05.2023 - 08.2023
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Facilitated new client onboarding process and investment account setup.
  • Delivered strategic investment advice for individual and corporate clients.

CLIENTELE TRADER

SIXTH SENSE SECURTIES
11.2022 - 05.2023
  • Assessed hourly market conditions to look for hedge and arbitrage opportunities.
  • Monitored market trends and developed strategies to capitalize on potential opportunities.
  • Worked on behalf of companies to buy and sell financial instruments.

EQUITY RESEARCH ANALYST

SNVA VENTURE PVT. LTD.
01.2022 - 06.2022
  • Analyzing financial trends based on technical and fundamental basis
  • Developed reports for clients outlining statistical data points.
  • Maintained high-quality work standards by adhering to strict compliance regulations within the equity research field.

Education

Post-Baccalaureate Diploma - Finance

Nipissing University
North Bay, ON
09-2025

BBA -

Asian School of Business
Noida
09-2018

Skills

  • Analytical thinking
  • Relationship building and management
  • Microsoft dynamics 365
  • Flexible and adaptable
  • Computer skills

Languages

English
Hindi

Certification

  • Certified Equity & Derivative Trader, NISM

Timeline

FINANCIAL ADVISOR

KOTAK SECURTIES
05.2023 - 08.2023

CLIENTELE TRADER

SIXTH SENSE SECURTIES
11.2022 - 05.2023

EQUITY RESEARCH ANALYST

SNVA VENTURE PVT. LTD.
01.2022 - 06.2022

Post-Baccalaureate Diploma - Finance

Nipissing University

BBA -

Asian School of Business

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ADHYYAN SRIVASTAVA