Sarhan Italia, CFA — Investment Advisor · Motilal Oswal Private Wealth

Sarhan Italia, CFA — Investment Advisor · Motilal Oswal Private Wealth · Bengaluru, Karnataka, India.

Direct contact

No direct contact on file for Sarhan yet.

Experience

Investment AdvisorCurrent
Motilal Oswal Private Wealth · Bengaluru, Karnataka, India
Nov 2023 – Present
Equity Portfolio Manager
Ferns Investments · Bengaluru
Jan 2019 – Nov 2023
• Co-Manage an AUM of USD100mn in Equity (USD80mn) and Derivative (USD 20mn) investments for a prominent Real Estate Single Family Office in Bangalore. • Identify and evaluate stock and sector specific opportunities in listed companies in the Indian Equity markets and present the same to the investment committee to generate alpha for the portfolio. • Overlooking all operations of the Treasury Division including but not limited to, all accounting and MIS reports, liaisoning with multiple brokers and evaluating third-party products for investment opportunities.

Education

St Joseph's College of Commerce (Autonomous) — Bachelor of Business Administration - BBA, Finance, General · 2013 – 2016
St. Joseph's Boys' High School · Jun 2010 – Apr 2012

Skills

Fundamental AnalysisEquity ResearchAsset ManagementMicrosoft ExcelFinancial AnalysisData Analysis

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