Private Equity Search Fund Associate
Titan Global Financial Holdings Limited
Jun 2024 - Sep 2024
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Bhavya Amin Email & Phone Number
MSc Finance & Investment Banking Student | Certified Financial Planner
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✓ Verified May 2026
3 data sources
Profile completeness 71%
Role
MSc Finance & Investment Banking Student | Certified Financial Planner
Location
Nottingham, England, United Kingdom
Who is Bhavya Amin? Overview
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Bhavya Amin is listed as MSc Finance & Investment Banking Student | Certified Financial Planner based in Nottingham, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Bhavya Amin.
Bhavya Amin previously worked as Private Equity Search Fund Associate at Titan Global Financial Holdings Limited and Financial Planner, Assistant Manager (Product & Investment) at Finoviser Financial Services. Bhavya Amin holds Msc Finance & Investment Banking, Finance from Nottingham Trent University.
Profile bio
About Bhavya Amin
Accomplished Financial Planner with a robust background in Wealth Management and an MSc in Finance & Investment Banking graduate from Nottingham Trent University. Expertise in managing diverse portfolios, conducting in-depth financial analysis, and delivering tailored financial solutions. Strong analytical and technical skills complemented by exceptional client relationship management and communication abilities. Adept at identifying opportunities, mitigating risks, and contributing to organizational growth in dynamic financial environments.
5 roles
Bhavya Amin work experience
A career timeline built from the work history available for this profile.
Financial Planner, Assistant Manager (Product & Investment)
- Managed portfolios for over 50 Retail, High Net Worth Individuals (HNWI), Corporates, and Trusts, achieving an average annual portfolio growth of 12%.
- Conducted quarterly portfolio reviews, resulting in a 15% increase in client satisfaction and retention.
- Led investment planning, retirement planning, and tax planning initiatives, increasing client returns by 10% on average.
- Developed expertise in a range of financial products including Mutual Funds, Insurance, Bonds, and Fixed Deposits, contributing to a 20% increase in product uptake.
- Established strong relationships with Relationship Managers, facilitating a 25% improvement in client communication and service delivery.
Oct 2021 - May 2023
Financial Planner
Jun 2021 - Oct 2021
Relationship Manager
- Facilitated client needs in Mutual Funds through personalized meetings and follow-ups, leading to a 30% increase in new client acquisition.
- Analyzed Factsheets and Fund portfolios, advising clients on investment planning which resulted in a 15% growth in client portfolios.
- Conducted over 20 portfolio reviews monthly, providing strategic market updates and recommendations.
Mar 2020 - Oct 2020
Associate Financial Planner
Consuultme Financial Services
- Assisted in Mutual Fund department and client registration on BSE & NSE portals, improving registration efficiency by 40%.
- Conducted Comprehensive Financial Planning for over 30 clients, achieving a 95% satisfaction rate.
- Prepared presentations to encourage client investment during market downturns, resulting in a 20% increase in client investments.
Aug 2018 - Oct 2019
3 education records
Bhavya Amin education
Msc Finance & Investment Banking, Finance
Ma Economics, Economics
Bachelor'S In Financial Markets, Financial Markets
FAQ
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What is Bhavya Amin's role at their current company?
Bhavya Amin is listed as MSc Finance & Investment Banking Student | Certified Financial Planner.
Where is Bhavya Amin based?
Bhavya Amin is based in Nottingham, England, United Kingdom.
What companies has Bhavya Amin worked for?
Bhavya Amin has worked for Titan Global Financial Holdings Limited, Finoviser Financial Services, V-Financial Services, Icici Prudential Amc Ltd, and Consuultme Financial Services.
How can I contact Bhavya Amin?
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What schools did Bhavya Amin attend?
Bhavya Amin holds Msc Finance & Investment Banking, Finance from Nottingham Trent University.
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