Ashish Bansode

Ashish Bansode Email and Phone Number

Chartered Wealth Manager at Fincart Finvest Pvt Ltd @ Fincart Financial Planners
new delhi, delhi, india
Ashish Bansode's Location
Mumbai, Maharashtra, India, India
About Ashish Bansode

Education & Interests:Graduated with honors in Bachelor of Commerce (Accounting & Finance)Passionate about finding simple solutions to complex problems, with a keen interest in researching diverse asset classes. Achieved notable success in business competitions, such as Eureka by IIT Bombay (Semi-Finalist).Professional Expertise:Specialized in guiding individual investors through financial markets, tailoring strategies for high-net-worth individuals and affluent families. Proven expertise in portfolio construction, restructuring, rebalancing, and strategic financial planning, including retirement and tax services.Technical Skills:Proficient in relevant financial tools such as Microsoft Tools and software, ensuring precision and efficiency in financial analysis and planning.Career Goals and Future Plans:Being an introvert, venturing into wealth management was a pivotal decision that taught me invaluable skills in relationship building, efficient management, and thriving under pressure. My journey has provided in-depth knowledge of financial intricacies and the art of thorough research.Looking forward, my passion lies in equity market research. I aim to leverage my skills to delve into market dynamics, applying meticulous research methodologies for valuable insights. The goal is to contribute substantively to understanding the equity market and delivering proven results.Excited about the future, I seek opportunities to learn, grow, and make a meaningful impact in finance and research. Let's connect for shared interests or potential collaborations.

Ashish Bansode's Current Company Details
Fincart Financial Planners

Fincart Financial Planners

View
Chartered Wealth Manager at Fincart Finvest Pvt Ltd
new delhi, delhi, india
Website:
fincart.com
Employees:
43
Ashish Bansode Work Experience Details
  • Fincart Financial Planners
    Wealth Manager
    Fincart Financial Planners Feb 2022 - Present
    Mumbai, Maharashtra, India
    1. Responsible for end-to-end personal financial planning for clients starting from initial consultation session, preparing and presenting financial plans, plan execution, periodic review, and re-balancing.2. Providing recommendations and solutions on investment, insurance, and tax planning to individuals, Affluent families, High Net-worth individuals & ultra-high-net-worth individuals.3. Presenting Financial Plans; addressing their concerns and revising plans as appropriate.4. Drafting an action plan for the financial plan execution.5. Portfolio management of existing clients and providing transaction and operational support.6. Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies: and recommending changes in goals and plans.
  • Aplepustak
    Founder & Ceo
    Aplepustak Sep 2020 - Present
    India

Ashish Bansode Education Details

Frequently Asked Questions about Ashish Bansode

What company does Ashish Bansode work for?

Ashish Bansode works for Fincart Financial Planners

What is Ashish Bansode's role at the current company?

Ashish Bansode's current role is Chartered Wealth Manager at Fincart Finvest Pvt Ltd.

What schools did Ashish Bansode attend?

Ashish Bansode attended Mumbai University Mumbai.

Who are Ashish Bansode's colleagues?

Ashish Bansode's colleagues are Bramhaputra Jain, Durvesh Kumar Sharma, Nitesh Jaiswal, Ritika Sinha, Mehak Hussain, Ankit Sadwal, Hemant Pandey.

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