SYM
SurgeYourMoney!
Co-founder
KEEP SCROLING
Situation
SYM was a fintech startup founded by me and two partners to provide young investors with transparent, performance-driven portfolio management. At the time, many small investors lacked access to structured trading strategies and trustworthy fund management.
Task
My role was twofold: build SYM’s digital presence and brand credibility, and actively manage client funds by trading with disciplined, research-backed strategies.
Approach
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Collaborated with my co-founders to design and refine collective technical analysis strategies (using chart patterns, indicators, and market trends).
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Actively traded in client accounts, balancing short-term opportunities with long-term portfolio growth.
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Monitored risk, diversification, and performance through regular reporting to maintain client trust.
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Simultaneously led SYM’s marketing and operations building the website, running social media campaigns, and creating client acquisition funnels.
Results
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Successfully scaled to ₹1 crore+ in Assets Under Management (AUM).
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Generated consistent portfolio growth for more than 3 recurring clients through disciplined trading and transparent reporting.
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Established a strong reputation in our investor community by combining digital-first branding with proven market performance.
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Built the foundation for SYM as a trusted fintech startup, driven by data, teamwork, and innovation.
REFLECTIONS
Overview
10
Months of Successfull Rally in Markets
What started as an extra income to support the supplement needs became a full-fledged client financial portfolio management system.
1cr+
Amount traded in F&O more than 1crore INR!
Total accounts under management crossing half a million dollars.
5
Total number of clients managed
We were able to manage 5 clients steadily although once we peaked to manage about 9 different clients apart from our own 3 trading accounts!
Still and Video
Marketing Creatives
Media Creatives
VIDEO EDITS
FaceBook
Led Meta (Facebook) strategy for SurgeYourMoney, positioning the brand as a trusted fintech voice through value-driven financial insights and performance-optimised content.
X
Delivered real-time market opening insights and structured technical breakdowns on X, positioning SurgeYourMoney as a trusted voice in daily market sentiment and retail investor strategy.
Email and
Content Marketing
Technical Analysis
Trading Portfolio (F&O)
COMPLETE
Work Portfolio
