Nagaraju Kasetty
Professional Summary
Senior Financial Markets Research Analyst with 25+ years of experience in Forex, Bullion, Base Metals, Commodities, and Derivatives. Specialised in time-cycle theory-based proprietary trading, technical analysis, options & derivatives strategies, and HNI fund advisory. Proven track record of delivering high-accuracy swing and positional calls, building systematic models, and translating complex market signals into client-ready portfolio and risk-management recommendations.
Technical Skills
Work Experience
- Advised HNI clients on portfolio construction across commodities, forex and derivative products; translated time-cycle signals into actionable allocation and hedging recommendations using options strategies and position sizing.
- Designed customized fund-management strategies and weekly research briefs that guided client decision-making and aligned risk tolerances with market cycle views using TradingView and Excel-based models.
- Conducted regional market-education sessions and one-on-one training to improve client execution discipline and adoption of systematic entry/exit rules grounded in technical analysis.
- Developed and maintained proprietary time-cycle indicators and watchlists to generate swing and positional trade ideas across metals and energy, integrated into daily advisory workflows.
- Implemented risk-management frameworks for client portfolios, including stop placement, laddered exposures, and options hedges to reduce downside during volatile cycle phases.
- Managed client relationships end-to-end, including performance reporting, trade rationale documentation, and periodic strategy reviews to sustain long-term advisory engagements.
- Produced high-probability swing and positional trade calls across forex, metals and energy using time-cycle theory combined with multi-timeframe technical analysis.
- Authored daily operational research notes and weekly strategy reports that informed fund allocations and execution schedules for portfolio managers.
- Backtested technical setups and cycle-based entry/exit rules in Amibroker and Excel to validate signal robustness prior to live recommendation.
- Coordinated cross-asset analysis to identify correlated trade opportunities between metals, base metals and energy markets, improving diversification within client portfolios.
- Refined trade management templates and standardized research workflows to reduce decision latency and improve the repeatability of trade outcomes.
- Mentored junior analysts on technical frameworks, trade documentation standards, and the practical application of derivatives for risk management.
- Oversaw development of predictive technical models that combined cycle analysis with classical charting methods to produce medium- and long-term market outlooks.
- Directed research outputs used by fund managers and trading desks to set exposure limits, asset allocation, and tactical hedges across multiple asset classes.
- Introduced standardized model validation and performance tracking processes to continuously measure call accuracy and refine signal parameters.
- Collaborated with quant and operations teams to operationalize research signals into executable watchlists and trade-automation-ready formats.
- Presented monthly market outlooks to senior management and key clients, translating technical complexity into clear investment themes and risk scenarios.
- Built a knowledge base of recurring cycle patterns and annotated trade cases to accelerate onboarding of new research staff.
- Generated high-accuracy short- and medium-term trade calls for MCX and NCDEX contracts using multi-timeframe technical setups and cycle overlays.
- Provided actionable international metals and energy research that informed local trading strategies and cross-border hedging decisions.
- Maintained live market monitors and alert systems to capture intraday reversal points and breakout confirmations for execution teams.
- Performed volatility analysis and seasonality studies to time entries and optimize contract rollovers across commodity futures.
- Documented trade rationales and post-trade reviews to extract lessons and improve subsequent signal development.
- Coordinated with execution desks to ensure timely order placement and slippage control for recommended commodity trades.
- Managed and grew private client portfolios by promoting research-driven investment strategies and cross-selling advisory services tailored to HNI needs.
- Led business development initiatives in South Africa (Johannesburg, Durban), establishing client relationships and expanding the regional HNI base.
- Designed client onboarding and portfolio review processes to align expectations and institutionalize advisory deliverables across markets.
- Trained and supervised sales and advisory teams on technical research uptake, product positioning, and compliant client communications.
- Collaborated with research teams to convert market calls into client-facing investment products and advisory packages.
- Monitored P&L levers for advisory offerings, balancing client acquisition costs with recurring advisory revenue streams.
- Established new branch operations, recruited and trained sales and research staff, and implemented sales processes to achieve operational readiness.
- Built regional markets by developing B2B relationships and tailoring advisory offerings to local client segments and institutional counterparties.
- Oversaw branch P&L and client service delivery, instituting performance metrics and incentive structures to drive target achievement.
- Implemented structured client account reviews and service protocols to improve retention and deepen advisory relationships.
- Led cross-functional coordination between research, sales and operations to ensure consistent messaging and timely execution of client instructions.
- Championed internal training programs to raise technical literacy among sales teams on charting techniques, option basics and commodity seasonality.
Education
Achievements
- Promoted to Business Development Manager for South Africa operations
- Consistently exceeded targets with annual performance incentives
- Promoted to All-India Management Trainee role early in career
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