Hassan Ghafoor

Managing & advising approx. PKR 220 Million in equity and fixed income for employee funds, high-net worth clients and corporate treasuries Developing and recommending asset allocation & investment strategies to clients to alter investments due to change in circumstances, investment and tax laws Preparing tailor made investment strategies & customized financial plans for corporate treasuries, employee funds and high- net worth clients to achieve their financial objectives

Managed and traded approx. PKR 15 Billion in equity and fixed income for corporates & high-net worth clients Developed asset allocation strategies within the investment portfolios of separately managed accounts and adjust on tactical and strategic basis

Managed investment fund of PKR 600 Million consisted of both equities and fixed income Derived growth by maintaining research coverage that helped in the decision making on building a portfolio of high-growth, high-quality scripts

Successfully managed investment funds worth of PKR 1.5 Billion though equities and fixed income Managed investment portfolios by implementing investment strategy and day-to-day portfolios trading

Prepared financial models in Petrochemical & Construction sector companies Established and disseminated investment thesis on selected stocks via detailed and brief written research reports Contributed regularly to various publications of brokerage house including presentations on sectors, investment strategies and budget reports Spearheaded a team of 4 analysts and assisted them in development of financial models Prepared tailor made investment strategies for HNWIs and corporates

Financial Accounting and Management