Ashish Bansode Email & Phone Number

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.

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  Mumbai University Mumbai

  Accounting And Finance