PROFESSIONAL PROFILE / DELHI, INDIA

Kartavya
Bhushan.

Finance professional with an MBA in Finance from IIT Patna and a BCA background, combining capital-market knowledge with 3.5+ years across fintech operations, algorithmic trading, customer support and client engagement.

3.5+Years across fintech
and capital markets
50K+Organic research
impressions
40%Weekly reporting
efficiency improvement
04Market licenses
and certifications
01 / EXPERIENCE

Where markets meet
product operations.

01

Delhi, India

AlgoTest (ORAPH Pvt. Ltd.)

Consultant / Support Associate

End-to-end technical and strategic support for retail and institutional algorithmic traders.

  • Investigate complex strategy execution, execution slips, API connectivity, broker integrations and programmatic trading workflows.
  • Work with Simple Momentum, Opening Range Breakout, EMA systems and options structures including Iron Condor, Butterfly and Bull Call Spread.
  • Analyze trade ledgers, execution behaviour, strategy configurations and account workflows to isolate underlying causes.
  • Translate recurring issues and customer pain points into clear inputs for Product and Engineering teams.
  • Handle sensitive, time-critical trading issues with accuracy, empathy and complete ownership.
02

Remote

Invsto

Founder’s Office Intern & Content Writer

Market research, investor education and content systems for a fintech audience.

  • Conducted deep-dive fundamental and market research on macro trends and evolving wealth-management products.
  • Designed investor-education frameworks that simplified derivative structures and financial concepts.
  • Created presentations and institutional-grade market commentary generating 50,000+ organic impressions.
  • Built AI-assisted research workflows using ChatGPT and Claude, improving weekly reporting efficiency by 40%.
03

Bengaluru, India

Zerodha Broking Ltd.

Assistant Manager — Coin Specialist

High-value customer operations across equities, derivatives and direct mutual funds.

  • Managed critical escalations across Equity, F&O and Mutual Fund segments from identification through resolution.
  • Supported HNI and retail clients with direct mutual fund structures, asset allocation and portfolio-related queries.
  • Investigated recurring customer issues and product or UI/UX bottlenecks using structured support evidence.
  • Worked within SEBI mandates, regulatory updates, KYC/AML requirements and internal capital-market processes.
02 / FEATURED PROJECT

ScalpX Screener

A high-frequency intraday screening tool integrating live market feeds, VWAP and volume-velocity spikes across a dynamic 100-stock watchlist.

LIVE MARKET FEEDSVWAPVOLUME VELOCITYINTRADAY
03 / COMPETENCIES

Working knowledge

01

Capital markets

Equities, futures and options, market microstructure, order types, execution, risk management and mutual funds.

02

Algorithmic trading

Simple Momentum, ORB, EMA-based strategies, multi-leg options, broker workflows and strategy execution.

03

Product & technical

Trading platforms, broker APIs, troubleshooting, bug reporting, product feedback, workflow analysis, Excel and generative AI.

04

Research & communication

Financial research, investor education, documentation, presentations, concept simplification and stakeholder management.

04 / EDUCATION & CREDENTIALS

Formal grounding.

Education

Indian Institute of Technology Patna

Master of Business Administration — Finance

Patna University

Bachelor of Computer Applications

Licenses & certifications

AMFI Registered Mutual Fund Distributor

ARN 343205 · Valid through 2028

NISM Series V-A

Mutual Fund Distributors Certification

NISM Series VIII

Equity Derivatives Certification

NISM Series VII

Securities Operations & Risk Management