CA Jay V.

Independent Financial Market Consultant

Self Employed • Freelance

Jul 2025 - Present • 1 yr 3 mos

Provide institutional-grade equity and options strategy, portfolio construction, and investment advisory to global HNI clients, active traders, and paid trading communities across US and Indian markets. Portfolio Construction & Options Overlay: Build customised income-focused frameworks using probability-weighted options overlays — cash-secured puts, covered calls, bull put spreads, and iron condors — to generate consistent monthly cash flow with defined downside risk. Multi-asset allocations span US equities, ETFs, BDCs, REITs, preferred stocks, MLPs, and covered-call ETFs, each tailored to the client's risk profile, income objectives, and time horizon. Cross-Asset Research & Consultation: Deliver macroeconomic analysis, equity research, and actionable trade setups across US and global markets. Work with individual investors and trading desks to develop structured market views and portfolio positioning frameworks aligned with prevailing macro conditions. Community Mentorship: Serve as resident options strategist and coach for a 600+ member paid trading community — covering options mechanics, multi-leg strategies, Greeks, adjustment techniques, hedging, and risk management in live market conditions. Also available for private 1-on-1 advisory sessions. Credentials: Chartered Accountant | CFA Level 1 Cleared | NISM Series VIII — Equity Derivatives | Top-Rated freelance consultant with 100% Job Success Score across all completed engagements | Active daily trader across US and Indian equity and derivatives markets.