Ajay Jadhav

Ajay Jadhav Email and Phone Number

Team Leader – Private Wealth Management @ Fintoo
Mumbai, MH, IN
Ajay Jadhav's Location
Mumbai, Maharashtra, India, India
About Ajay Jadhav

As a Wealth Manager at Fintoo, I provide professional and ethical advice to High Net worth Individuals (HNIs) through Goal and Need-based Financial Planning, offering innovative and customized solutions to its clients. I have a strong educational background in Accounting, Finance, and Law, with a BBA from Amity University and a LLB from University of Mumbai. I also hold certifications in Equity Research and Financial Modeling from ForeVision and NISM Series VIII from NISM. These credentials enable me to deliver sound and informed recommendations on various investment products and strategies, such as equity, debt, mutual funds, insurance, etc.I am passionate about Investment outlook, equity research, financial literacy, and awareness, and I constantly update myself on the latest market trends and opportunities. I build long-term and trusting relationships with my clients, based on transparency and mutual respect. My goal is to help them achieve their financial objectives and aspirations, while adhering to the highest standards of ethics and professionalism.

Ajay Jadhav's Current Company Details
Fintoo

Fintoo

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Team Leader – Private Wealth Management
Mumbai, MH, IN
Ajay Jadhav Work Experience Details
  • Fintoo
    Team Leader – Private Wealth Management
    Fintoo
    Mumbai, Mh, In
  • Fintoo
    Private Wealth Manager
    Fintoo Jul 2023 - Present
  • Research And Ranking
    Wealth Counselor
    Research And Ranking Jan 2022 - Jun 2023
    Mumbai, Maharashtra, India
  • Edelweiss Wealth Management
    Private Wealth Management Operations
    Edelweiss Wealth Management Nov 2020 - Dec 2021
    Mumbai, Maharashtra, India
  • Tech Mahindra
    Associate
    Tech Mahindra Aug 2019 - Oct 2020
    Mumbai, Maharashtra, India

Ajay Jadhav Skills

Auditing Financial Advisory Wealth Advisory Insurance Sales Financial Planning Wealth Management Services Portfolio Management Private Wealth Management Team Management Bank Reconciliation Investment Advisory Account Reconciliation Mutual Funds Business Administration Risk Assessment Operations Management Marketing Investment Planning Management Analytical Skills Equity Advisory Investment Banking Equity Derivatives

Ajay Jadhav Education Details

Frequently Asked Questions about Ajay Jadhav

What company does Ajay Jadhav work for?

Ajay Jadhav works for Fintoo

What is Ajay Jadhav's role at the current company?

Ajay Jadhav's current role is Team Leader – Private Wealth Management.

What schools did Ajay Jadhav attend?

Ajay Jadhav attended Amity University.

What skills is Ajay Jadhav known for?

Ajay Jadhav has skills like Auditing, Financial Advisory, Wealth Advisory, Insurance, Sales, Financial Planning, Wealth Management Services, Portfolio Management, Private Wealth Management, Team Management, Bank Reconciliation, Investment Advisory.

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