Sr. Global Wealth Planner
Current
Aug 2024 - Present
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Akshay Bafna Email & Phone Number
Global Wealth Planner & Tax Advisor | Billion BaseCamp | Tax and Wealth Management
at
Billion BaseCamp
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Global Wealth Planner & Tax Advisor | Billion BaseCamp | Tax and Wealth Management
Location
Pune, Maharashtra, India
Who is Akshay Bafna? Overview
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Akshay Bafna is listed as Global Wealth Planner & Tax Advisor | Billion BaseCamp | Tax and Wealth Management at Billion BaseCamp, based in Pune, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Akshay Bafna.
Akshay Bafna previously worked as Sr. Global Wealth Planner at Billion Basecamp and Global Wealth Planner at Billion Basecamp. Akshay Bafna holds Master Of Business Administration - Mba, Finance, General, A from Shree Chanakya Education Society'S Indira Institute Of Management, Pune.
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Profile bio
About Akshay Bafna
Passionate finance professional with an MBA in Finance from Pune University, boasting 3 years of diverse experience in the finance sector. A true generalist, my expertise spans Finance, Technology, and Media domains. Currently contributing to the success of Billion BaseCamp, an early-stage startup focused on delivering top-notch Tax Planning and Wealth Management services.As a Global Wealth Planner, I guide clients in making fiscally responsible decisions, accelerating their journey towards financial goals while ensuring tax efficiency. Additionally, I serve as a key member of the founder's office, managing the wealth and financial affairs of the proprietors of a prestigious technology services company in Pune. Offering specialized expertise in financial analysis, wealth management, and strategic planning, I align with their long-term and short-term financial goals. With exposure to USA taxes and investments, I bring valuable insights, as the clients I deal with are also US Citizens/Green card holders.Committed to continuous growth, I am actively developing proficiency in Python, Business Analytics, and Machine Learning to enhance my technical skills in the business domain.Reach out to me: Akshaybafna3110@gmail.com
Current workplace
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4 roles
Akshay Bafna work experience
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Global Wealth Planner
CurrentAs a Global Wealth Planner, I guide clients in making fiscally responsible decisions, accelerating their journey towards financial goals while ensuring tax efficiency. Additionally, I serve as a key member of the founder's office, managing the wealth and financial affairs of the proprietors of a prestigious technology services company in Pune. Offering specialized expertise in financial analysis, wealth management, and strategic planning, I align with their long-term and short-term financial goals.
Jul 2023 - Present
Wealth Manager
▪ Creating customized portfolios for HNIs based on thorough assessment of their investment purpose.▪ Analysis on company fundamentals, financials, credit reports and historic stock performance, thus giving recommendations on business model which are worth investing.▪ Economic and Market Analysis : Including Comparative Analysis of Equities- providing a verdict on future growth potential of stocks from various industries.
Feb 2022 - Jul 2023
Investment Consultant
Fx Profits Academy, London
• Managed 350+ clients across UK, Sweden, Germany,Italy and Switzerland with our partnered Europeanbrokers.• Helped them in trading FX pairs with regulartrade ideas.• Expanded leads and converted them to livefunded trading accounts totaling over €45,000• Provide product knowledge and awareness toserve clients with better forex solutions.• Analyze market trends, competitive products andstrategies.
Aug 2020 - Feb 2021
2 education records
Akshay Bafna education
Master Of Business Administration - Mba, Finance, General, A
Shree Chanakya Education Society'S Indira Institute Of Management, Pune
Bachelor Of Business Administration - Bba, International Business, A
Modern College Of Management
FAQ
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Quick answers generated from the profile data available on this page.
What company does Akshay Bafna work for?
Akshay Bafna works for Billion BaseCamp.
What is Akshay Bafna's role at Billion BaseCamp?
Akshay Bafna is listed as Global Wealth Planner & Tax Advisor | Billion BaseCamp | Tax and Wealth Management at Billion BaseCamp.
Where is Akshay Bafna based?
Akshay Bafna is based in Pune, Maharashtra, India while working with Billion BaseCamp.
What companies has Akshay Bafna worked for?
Akshay Bafna has worked for Billion Basecamp, Purnartha Investment Advisers Pvt. Ltd., and Fx Profits Academy, London.
How can I contact Akshay Bafna?
You can use AeroLeads to view verified contact signals for Akshay Bafna at Billion BaseCamp, including work email, phone, and LinkedIn data when available.
What schools did Akshay Bafna attend?
Akshay Bafna holds Master Of Business Administration - Mba, Finance, General, A from Shree Chanakya Education Society'S Indira Institute Of Management, Pune.
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