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Arsh Bhatia Email & Phone Number

Wealth Management - Investment Advisory

Location: India, India, India 4 work roles 3 schools

LinkedIn matched

3 data sources Profile completeness 71%

Role

Wealth Management - Investment Advisory

Location

India, India, India

Who is Arsh Bhatia? Overview

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Arsh Bhatia is listed as Wealth Management - Investment Advisory based in India, India, India. AeroLeads shows a matched LinkedIn profile for Arsh Bhatia.

Arsh Bhatia previously worked as Investment Advisor - Contract at Moneikos Global Asset Management S.A.M. and Wealth Management Intern at Moneikos Global Asset Management S.A.M.. Arsh Bhatia holds Msc. Corporate Finance & Banking, Banking And Financial Support Services from Edhec Business School.

Profile bio

About Arsh Bhatia

Arsh Bhatia is a Wealth Management - Investment Advisory. He is proficient in French and English. Colleagues describe him as "I am delighted to write this heartfelt recommendation for Arsh Bhatia, a remarkable colleague whose exceptional professional qualities and unparalleled tech skills have consistently impressed me. Throughout our time working together, Arsh has consistently demonstrated an unwavering commitment to excellence in his field. His dedication to staying up-to-date with the latest advancements in technology is truly admirable, and it is evident that he takes great pride in honing his skills to… Show more"

4 roles

Arsh Bhatia work experience

A career timeline built from the work history available for this profile.

Investment Advisor - Contract

Moneikos Global Asset Management S.A.M.

Monaco

Collaborating closely with relationship managers and 60 High Net Worth Individual (HNWI) clients, offering expertise in fixed-income investment strategies and multi-asset trade ideas.
Managing a €5 million Fixed-Income Asset Management Certificate, implementing a held-to-maturity investment strategy focused on investment-grade corporate debt
Conducting portfolio rebalancing, performance, and attribution analysis to optimize investment strategies and drive superior returns for… Show more
Conducting portfolio rebalancing, performance, and attribution analysis to optimize investment strategies and drive superior returns for clients' portfolios
Analyzing the interest rate risk, duration, and yield curve dynamics, along with macroeconomic analysis, to formulate comprehensive investment strategies
Developing dynamic multi-asset model portfolios, tailored to individual clients' risk profiles, for strategic and tactical asset allocations across their investment portfolios

May 2022 - Feb 2024

Wealth Management Intern

Moneikos Global Asset Management S.A.M.

Monaco

Analysed different securities including bonds, equities, and funds to create comprehensive investment solutions for clients
Assessed key Macro-Economic and Industry trends to aid the investment manager in asset allocation and investmentdecisions
Developed an all-inclusive MS-Excel based reporting system which helped the company save ~ €5,000 monthly

Sep 2021 - Apr 2022

Content Writer

Fintree

Pune, Maharashtra, India

Took initiative to develop an online question bank for CFA Level I contributing to ~3% increase in pass rate for the institution Created +500 questions on subjects such as Equity Valuation, Corporate Finance, Financial Reporting & Analysis and Derivatives

Jul 2018 - Sep 2018

Articled Assistant

Bdo In India

Pune, Maharashtra, India

Co-analysed Financial Statements of ~10 companies to identify the tax incidence of different transactionsResearched direct tax, transfer pricing provisions & case laws to identify methods to reduce the tax incidence of corporate clients by ~ INR 500,000 Assisted in the calculation of Income Tax liability for 5 different corporations in the manufacturing.

Sep 2017 - Mar 2018

3 education records

Arsh Bhatia education

Msc. Corporate Finance & Banking, Banking And Financial Support Services

Edhec Business School

Bachelor Of Commerce - Bcom, Commerce, First Class

Savitribai Phule Pune University

Integrated Professional Competence Exam, Accounting

The Institute Of Chartered Accountants Of India

FAQ

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What is Arsh Bhatia's role at their current company?

Arsh Bhatia is listed as Wealth Management - Investment Advisory.

Where is Arsh Bhatia based?

Arsh Bhatia is based in India, India, India.

What companies has Arsh Bhatia worked for?

Arsh Bhatia has worked for Moneikos Global Asset Management S.A.M., Fintree, and Bdo In India.

How can I contact Arsh Bhatia?

You can use AeroLeads to view verified contact signals for Arsh Bhatia, including work email, phone, and LinkedIn data when available.

What schools did Arsh Bhatia attend?

Arsh Bhatia holds Msc. Corporate Finance & Banking, Banking And Financial Support Services from Edhec Business School.

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