About Jay
English
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Hindi
Native or bilingual
Punjabi
Native or bilingual
Experience
- FreelanceIndependent Consultant | Equity & Options Specialist | Portfolio StrategistRESEARCHJuly 2025 - Today (11 months)Mumbai, Maharashtra, IndiaProvide institutional-grade market research, derivatives strategy, and portfolio consultation to global HNI clients, investors, active traders, and trading communities.▸ Build customized portfolio frameworks for HNI clients - both income-focused overlays (cash-secured puts, covered calls, spreads) designed for consistent yield, and growth-oriented strategies built to compound capital over time - all with clearly defined risk structures.▸ Deliver cross-asset research, macroeconomic analysis, investment ideas, and trade setups across US and global equity & derivatives markets.▸ Serve as resident options strategist and coach for a 600+ member paid Discord trading community - covering options mechanics, strategies, adjustments, hedging, and risk management, while also contributing regularly as a guest analyst and strategist across other trading communities.
- SAI CommoditiesDerivatives Trader & Hedging AnalystIMPORT AND EXPORTJanuary 2025 - June 2025 (5 months)Mumbai, Maharashtra, India▸Designed and executed commodity derivatives hedging strategies using futures to manage agricultural price exposure and protect firm margins.▸Analyzed seasonal patterns, basis movements, and real-time macroeconomic signals to guide tactical positioning and track daily P&L performance.▸Delivered actionable market updates and strategic risk reports to top management, covering global agri supply dynamics and macroeconomic shifts to support informed procurement and hedging decisions.
- Adroit Share and Stock Broker Pvt. Ltd.Options TraderNovember 2024 - December 2024 (1 month)Mumbai, Maharashtra, India▸ Traded NSE equity & index options within a live proprietary trading environment, managing active positions with strict intraday risk controls.▸ Structured and executed risk-defined options strategies, multi-leg spreads, and volatility-based setups.▸ Delivered technical analysis and market structure insights to the trading desk to optimize strategy evaluation and trade entry timing.
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Education
- Chartered AccountancyThe Institute of Chartered Accountants of India2023Chartered Accountancy
- Bachelor of CommerceM.L.Dahanukar college of commerce2022Bachelor of Commerce
Certifications
- NISM- Series VIII- Equity DerivativesNational Institute of Securities Markets (India)2024
- CFA Program Level ICFA Institute2026