About Us
Over 24 Years of Dedicated Financial Mentorship & Market Authority.
Professional Profile: Alok Daiya
Alok Daiya is a committed professional with over 24 years of experience in academia and corporate training. Holding a Master's degree in Accounting & Finance, he excels in administration, public speaking, and creativity. His key strength lies in providing live examples with humor, making complex financial concepts accessible and engaging.
Being a SEBI Registered Research Analyst, Mr. Alok Daiya is a Financial and Stock Market Instructor with a zeal for Research, Education, and Technology. He is ardent to carve out a niche in Finance and Stock Market, possessing over 24 years of experience in the Financial & Stock Market Industry. He has served as a Speaker, Associate Professor, Visiting Faculty, Resource Person & Government Representative.
Official Regulatory Footprint
Academic & Professional Affiliations
Career as an Industry Expert
SEBI Registered Research Analyst
February 21, 2023 - PresentAssociate Professor, Visiting Faculty, Resource Planner, Resource Person & Trainer
2012 - 2022SEBI registered Sub-Broker
Worked with Motilal Oswal as a SEBI registered Sub-Broker, Insurance and Mutual Fund Advisor (January 2010 - March 2016)
Unit Head
Held the position of Unit Head & HNI Manager at HO (Ranchi) at Narnolia Securities Ltd. (November 2007 - June 2008 and January 2009 to June 2009)
HNI Manager
Served as HNI Manager at Kassa Finvest Limited (July 2009 - December 2009) and Narnolia Securities Limited (July 2008 - December 2008)
HNI Relationship Manager
Worked as HNI Relationship Manager cum dealer at Bansal Sharevest Private Limited (April 2002 - October 2007)
Academic Affiliations & Visiting Faculty Roles
National Institute of Securities Markets (NISM)
Resource Person for NISM Kotak Securities CSR (Kona Kona Shiksha) Project.
Institute of Chartered Accountants of India (ICAI)
June 2015 - Present, Role: Faculty (ICAI/RP/0326/E/WB/0030).
NSE Academy Limited & St. Xavier's College
Oct 2017 - April 2020, Role: Faculty for Technical Analysis.
St. Xavier's College (Kolkata)
Aug 2014 - April 2020, NCCMP Classes (Fundamental & Technical Analysis, Mutual Funds & Insurance).
J D Birla Institute
July 2019 - April 2020, Role: NSE Courses Faculty (Technical Analysis).
BSE Institute Limited
February 2016 - March 2017, Role: Faculty for GFMP Program.
Kredent Academy
January 2012 - April 2017, Role: Financial Market Courses Instructor - Trading & Financial Planning.
Bengal Institute of Business Studies
April 2017 - June 2017, Role: Associate Professor, Finance Faculty & Course Developer (GAFA - NSE).
Kotak Mahindra
August 2013 - March 2017, Role: Regulatory Examination IC33 & Sales Training.
Government Representation & Keynote Seminars
Government of India & CRISIL (2015)
Served as Coordinator for West Bengal & Odisha- Ujjwala Pari Yojna conducting a comprehensive survey on LPG gas availability, usage patterns, and substitutes in the region.
Institute of Chartered Accountants of India (2018)
Conducted multiple workshops on Stock Trading & Analysis at ICAI-EICASA Kolkata, including a 4-day workshop in February and a 3-day workshop in November.
Modern Institute of Engineering & Technology (2018)
Delivered an insightful seminar focused on Fintech developments and applications.
Brainware University (2019)
Delivered a seminar on "Recent Changes in Global Financial Market".
Praxis Business School (2019-2020)
Conducted specialized seminars on Applied Financial Market, featuring innovative teaching methods including "Game of Hammer Technical Analysis" (2019) and "Financial Tambola - Fundamental Analysis" (2020).
Additional Speaking Engagements
Conducted a 2-day session on "Wealth Management through Mutual Fund" at Net Ambit (Kolkata Regional Office).
Provided NISM VA Certification Training.
Presented on "Career in Financial Market".
Conducted "Game of Hammer-Technical Analysis" session.
Guided students through a Live Project on Stock Market.
Delivered a session on "Facts & Myths of Stock Market".
Conducted a session on Financial Statements (Balance Sheet Analysis).
Presented a session on the Topic: "Facts & Myths of Stock Market".
Areas of Proficiency
| Category | Areas of Expertise |
|---|---|
| Core Finance & Accounting | Financial Accounting, Managerial Costing, Taxation, Economics for Market. |
| Investment & Market Analysis | Mutual Funds, Technical Analysis, Fundamental Analysis, Research Analyst, Securities Law, Derivatives, Fixed Income Market, Foreign Exchange. |
| Business & Wealth Management | Wealth Management, Investment Banking, Private Equity & Venture Capital, Financial Planning, Mergers & Acquisitions, Financial Services, Marketing & Sales, Banking, Basics of Marketing, Ethics and Professional Standard. |
Innovative Teaching (Covid-Pandemic 2019-2020)
During the COVID-19 lockdown period, Alok Daiya demonstrated adaptability by developing engaging interactive methods to teach complex subjects remotely via ZOOM.
Gamified Financial Courses Developed:
Game of Hammer (Technical), Game of Continuity (Advanced Breakout), Financial Tambola (Fundamental), The DO Game (Derivatives)
Notable Accomplishments in Academia
- • Course Development: Developed professional courses for NSE named GAFA, Relationship Manager Career Program, Wealth Manager Career Program. Created Gamification Courses: Game of Hammer, Game of Continuity, Financial Tambola, The DO Game.
- • Teaching Excellence: Conducted classes successfully on each topic for 180 students with the highest attendance rate during sessions.
- • Student Success: Had the highest passing percentage of students in his classes.
Training Programs & Modules
- • 160+ Modules trained across 30 areas
- • 30 practice modules with 150+ students
- • Life Advisor & BSE workshops
- • 280+ certification successes (90%+ in IC-33/38)
- • 90% Student passing achievements
- • 8 relationship modules (80+ participants)
- • 20 investment planning modules (140+ participants)
Educational Background
CA P.E - II
Institute of Chartered Accountants of India (2009)
M.Com
Burdwan University, West Bengal (2007)
B.Com (Hons.)
Calcutta University, Seth Anandram Jaipuria College (2005)
Higher Secondary
West Bengal Board of Higher Secondary Education (2002)
Secondary Examination
West Bengal Board of Secondary Education (2000)
Professional Certifications
Skills & Competencies
- • Technical Know How: Well-versed in MS Office, TradingView, Automation Tools, Graphic Designing.
- • Soft Skills: Positive attitude with excellent communication skills.
- • Leadership: Natural leader with a strong aptitude for learning.
- • Entrepreneurship: Perfect blend of Innovation, Creativity, Resilience, Perseverance, Networking, Communication, Empathy.
- • Product Development: Strong sense of Technical Proficiency, with attention to keeping in mind the mapping and user-centered design approach.
- • Photography: Highly recognized and awarded by many organizations. Approached by Canon India as a Mentor.
Hobbies & Interests
- • Photography: Award-winning photographer who serves as a competition judge and conducts photography workshops.
- • Creative Writing: Passionate poet who combines photography with poetry in a unique project called "Poetography" (own poems with own photographs).
- • Workshop Facilitation: Actively shares knowledge through photography workshops and educational sessions, extending creative expertise beyond finance.