Summary
Nikhil R. Khandelwal is a CFA charterholder with over 15 years of experience across investment advisory, equity research, and options strategiest. He has managed discretionary client portfolios as Registered Investment Adviser and has deep expertise in US and global equities, derivatives, commodities, and macro-driven trading.
Areas of Expertise
Options Strategy: Specialises in Index and stock-based options trading strategies - including spreads, hedged structures, and high-conviction directional plays - designed to generate consistent, risk-adjusted portfolio returns
US & Global Equities: Covers US-listed stocks across NYSE, AMEX, and NASDAQ using both fundamental analysis and swing/momentum-based trading frameworks
Commodities - Gold, Silver & Oil: Analyses precious metals and energy markets through a combination of macro drivers, technical setups, and global supply-demand dynamics
Macro Research: Tracks global macroeconomic events, central bank policies, inflation trends, and geopolitical developments and their impact on asset prices across equities, commodities, and currencies
Portfolio & Risk Management: Experienced in building and managing diversified investment portfolios for HNI and UHNI clients, with a strong focus on risk-adjusted absolute returns and downside protection
Experience
Confidential AIF (Category III) | Head Hedge Fund Manager - Jan 2025 – Feb 2026
Neil Jesani Wealth Management, LLC | Senior Investment Analyst - Mar 2023 – Feb 2024
CRISIL Limited | ESG Rating Analyst - Jan 2022 – Mar 2023
IntrinsicOne Investment Advisory | SEBI Registered Investment Adviser - Oct 2015 – Sep 2021
Freelance / SEBI Research Analyst | Financial Consultant - Sep 2011 – Present
Reval Analytics Pvt. Ltd. | Equity Research Analyst - Feb 2011 – Aug 2011
Capstone Securities Analysis Pvt. Ltd. | Equity Trader - Jul 2010 – Dec 2010
4 Best Auto Stocks to Buy Under $50
Helium’s 2026 Shock: Which Stocks are Most Affected
What to Look out for Gold After Fed Meeting?
