Haresh B. Menghani
Mobile: +91 - 9725448884
Email: hareshmenghani@gmail.com
Profile Summary
A Financial Markets Analyst, versed with Fundamental Analysis of the Financial
Markets and extensive knowledge of Technical Analysis, having over 6 years of
experience in analyzing International Forex, Global Equity Indices and Commodities
markets.
Currently working as the Senior Market Analyst for the international Forex broker Admiral
Markets, preparing Forex market review articles and technical analysis reports on a daily
basis. Developed and hosted many educational webinars on topics related to technical
analysis and day trading.
Prior to joining Admiral Markets, worked with Cholamandalam DBS Finance Ltd. as
Deputy Manager - Marketing from 2007 to 2009 in India. Subsequently worked for almost
three years as an independent analyst, advising clients on long term investment
strategies as well as recommending intraday and positional trade ideas. And as a dealer,
while being associated with Bonanza Portfolio Ltd. (financial service provider and broking
house) as a sub-broker.
Specialties




Research and analysis of influential macroeconomic indicators
Specialized in Technical Analysis of FX, Equity Indices and Commodities
Blending Fundamental and Technical analysis for intra-day and positional trades
Analyzing Equity / Index Option statistics and incorporate while formulating derivative
trading strategies
Education Qualifications
 Awarded the Chartered Financial Analyst (CFA) designation by the Institute of
Chartered Financial Analysts of India in the year 2011
 Master of Financial Analysis (MFA), leading to CFA Charter, from ICFAI University,
India with aggregate 63% Marks in the year 2011
 Master of Business Administration (MBA) from B.K. School of Business
Management, India with 64.54% Marks in the year 2007
Certifications
 NISM (National Institute of Securities Markets) - Series-I: Currency Derivatives
Certification Examination
 NCFM (NSE's Certification in Financial Markets): Capital Market (Dealers) Module
 NCFM (NSE's Certification in Financial Markets): Derivatives Market (Dealers)
Module
 AMFI (Association of Mutual Funds in India): Certified Mutual Fund Advisor
Professional Experience
Current Assignment
Admiral Markets
Senior Market Analyst
May 2012 - Present
Responsibilities:
 Researching and analyzing economic news and the most recent happenings in global
financial markets and forecasting exchange rate movements on a daily basis to
produce high-quality, research-driven, Forex market review articles (fundamental
analysis) and technical analysis reports on a daily for publishing on company's global
website.
 Provide short and medium-term trade recommendations focusing on Forex, Indices,
and Commodities and suggest various risk management strategies based on
findings.
 Development of trading related training contents and hosting educational webinars on
topics related to technical analysis and day trading strategies.
 Enhancing company's presence and focus on branding through social networking
sites (like facebook, twitter and linkedin), as a trusted source of updated market
information, and promote various financial products offered by the company.
 Frequent contributor to FX Empire, FX Times and periodic contributor to other trading
and Forex related websites.
Previous Assignments
Bonanza Portfolio Ltd.
August 2009 - February 2012
Business Franchise (Sub-Broker) for Equity & Derivatives Segments of the National
Stock Exchange of India, and Investment Products Distribution Services
Job Profile:
 Attain New Clients through referrals and build a trusting relationship so that they
remain clients for a long time.
 Understanding client's financial situation, goals and tolerance for risk in order to be
able to give them appropriate advice and plan long term investment strategies that
will meet their financial goals.
 Using knowledge and training to recommend new investment opportunities and
advice changes in client's portfolio that is suitable for attainment of their goals,
financial situation and risk tolerance.
 Constantly monitoring client’s portfolio and recommending appropriate course of
action if market conditions shift or a client’s financial situation changes.
 Conducting macroeconomic analysis and proper company research across various
sectors and make appropriate recommendation to the clients.
 Analyzing derivatives data along with different technical analysis tools to formulate
various trading strategies, that included intraday, positional trading ideas and options
strategy.
 Keeping abreast of all the major as well as minor financial news and revise strategies
as per the prevailing conditions.
 Managing risk at branch level for equity cash and derivatives segments and ensuring
accurate & timely execution of client trades, while adhering to risk limits for all trading
activities.
 Certified mutual funds distributor, also doing the job of explaining the advantages of
investing in various mutual funds.
Cholamandalam DBS Finance Ltd.
Deputy Manager - Marketing (Vehicle Finance Division)
May 2007 - August 2009
Job Profile:
 Accountable for achieving product-segment wise branch business volumes for retail
loans through direct sales team network and direct sales agencies.
 Plan innovative, tactical marketing strategies, thereby contributing to the overall
business growth, while maintaining a sound quality of the assets portfolio.
 Track market trends and incorporate necessary changes to the service elements
without losing sight to customer relationship.
 Preparing effective and efficient credit appraisal proposals on the basis of laid down
credit parameters and recommend to the delegated authority, based on thorough due
diligence and logical judgment of the request, to facilitate a sound decision.
 Control and manage front-end delinquencies for the branch by calling and meeting up
customers defaulting in the early stage of the loan tenure.
 Identifying authorized auto dealers willing to avail Trade Advance facility, analyzing
their credit worthiness and processing to extend the facility to them.
 Identifying used car dealers to be appointed as direct sales agents and set up used
car business for the branch.
I have also worked as Customer Service Representative with Motif India Infotech
Pvt. Ltd. in eBay UK Project from Dec. 2004 to July 2005.
Key Skills & Competencies









Analytical and inquisitive mind
Excellent communication and writing skills
Effective presentation skills
Able to synthesize multiple inputs (quantitative, intuitive and conceptual inputs) in
the decision-making process
Proactive attitude with strong organizational skills
Ability to prioritize work effectively and work well under pressure
Always ready to accept additional responsibilities
Ability to work both independently and as part of a team
Conversant with Microsoft Office programs, internet tools and basic experience of
working on SPSS