Haresh Bhatia Founder of HUM Educare Private Limited. He holds a Bachelor’s degree in Commerce from Mumbai university.
Cleared Chartered Financial Analyst CFA( USA) level-2, in 2011.
Passed NSE Rebalance Volatility Certification Course in Wealth Management In April-2020.
Passed NISM Research Analyst Certification
Passed NISM Derivative Certification
Successful investment is nothing but the blend of knowledge and experience. It’s the constant learning that builds confidence in making decision for your investment. Haresh does not panic because he has experience and knowledge to get out of any market related situation as a winner. He does not offer you get-rich-quick stock tips. He prefers to grow, learn and build confidence in your own decision making.
Since start of his career in May 2006, Haresh has seen many volatility and market corrections. With the help of his profession education which learned in early 2010-2011.
Haresh’s knowledge and practical understanding of market till date makes him identify what is PRO and what is CON of all the method and accordingly he presents the possible positive scenario analysis to help you.
Most important part of today’s investing involves of – Research - Risk Management – Execution - Monitor.
Interest rate and bond yield for India
Crude and other commodities outlook
Foreign intuition flow and domestic institution flow
Micro Research for Indian Market: Fundamental - Technical Fundamental Research:
Profit, the company will make in coming year
Sector outlook – short term - long term
Management of the company
Risk factor due to economy and management change
Technical Research of Market:
Trend of overall market with earning other factors
Which stock is strong in the sector or which is week in the sector
Which is the most important level for stocks for buying
Which is most important level for exit from Stocks
Risk management method tells us how much portfolio should be allocated in equity and debt. How we have rebalanced once in year based on available opportunity.
Execution of Strategy in while Entry and Exit:
This is most important role to play during today time. When you have all research with all data, but research shows only 10% of people will do execution on the same time, many people will wait or ignore this. But will be ready to do when strategy work at later date.
Here the human psychology will play most important role for execution.
IF WE DIVIDE THIS IN % FORM
20 % Execution of Strategy Entry or Exit
To complete this combination of all is required compulsory.
50% Weight is for RESEACRH
20 % Weight is Risk Management
10 % is Feedback and Review.
He has achieved this ratio with his 15 Years of experience which helps to achieve this complete strategy.