RS

RAJ ARYAN SONI

Financial Analyst · Equity Research · Risk Management

Bangalore, Karnataka, India

@raj_aryan_soni

0 followers

🎓 Bachelor of Commerce at St. Xavier's College · Graduated 2023

About

Finance professional with experience in equity research, financial analysis, portfolio management, and financial modeling through freelance investment work and an internship at Nirmal Bang. Skilled in fundamental analysis, DCF valuation, risk assessment, portfolio diversification, and market research.

Experience

  • Stock Trader
    Freelance · India
    May 2020 – Present

    Developed and executed money management strategies for individual trading portfolios using risk-adjusted position sizing and market management principles. Analyzed fundamental and technical factors to identify and evaluate markets. Conducted risk assessments, diversification strategies, and market feasibility studies. Developed stock-specific reports and research based on market trends and data.

  • Portfolio Management
    Freelance
    Feb 2019 – Present

    Managed diversified portfolios, asset classes, financial products, and funds to support investment objectives. Evaluated investment opportunities based on risk, return, diversification, and market conditions.

  • Financial Analyst
    Nirmal Bang · Ranchi, India
    Jan 2023 – Mar 2023

    Conducted fundamental analysis of equity markets and supported valuation projects using financial modeling and advanced MS Excel. Developed DCF valuation models to assess investment opportunities and support equity analysis. Analyzed financial and market interventions to evaluate company performance and investment metrics. Supported portfolio management activities by assessing diversification methods and risks. Prepared detailed reports covering the financial position and investment performance of client portfolios. Generated monthly, quarterly, and annual financial reports for management review.

Education

Skills

5 to 8 years 5 to 8 years A long stretch - five to eight years.
3 to 6 months 3 to 6 months A few months of practice with it.
<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.

Tools / apps / platforms

3 to 6 months 3 to 6 months A few months of practice with it.
Microsoft Excel

Languages

Not stated Not stated No level given for this one.
Hindi Speak English Speak

Courses & certifications

  • Financial Services and Banking · FINC Bank · 2026
  • Sebi Investor Certification · NSE Academy · 2024
  • Risk Management Program · NSE Academy · 2023
  • Financial Modelling & Valuation · Institute · 2023

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