Bhavya Doshi, Cfa
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Bhavya Doshi, Cfa Email & Phone Number

Simplifying Wealth Management & Financial planning. at TrustPlutus
Location: Maharashtra, India, India 5 work roles 2 schools
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Current company
TrustPlutus
Role
Simplifying Wealth Management & Financial planning.
Location
Maharashtra, India, India
Company size
60 employees

Who is Bhavya Doshi, Cfa? Overview

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Quick answer

Bhavya Doshi, Cfa is listed as Simplifying Wealth Management & Financial planning. at TrustPlutus, a company with 60 employees, based in Maharashtra, India, India. AeroLeads shows a matched LinkedIn profile for Bhavya Doshi, Cfa.

Bhavya Doshi, Cfa previously worked as Deputy Director - Client Relations at Trustplutus and Private Wealth Manager at Ladderup Wealth Management Private Limited. Bhavya Doshi, Cfa holds Mcom - Banking And Finance, Banking And Finance from S K Somaiya Vidyavihars College Of Arts Science & Commerce Vidyavihar Mumbai 400 077.

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Email format at TrustPlutus

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TrustPlutus

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Profile bio

About Bhavya Doshi, Cfa

For the TL;DR peeps:I help families build long term wealth through financial planning based on their objectives.The longer version:WHY ME:Passionate Wealth Manager helping families grow and preserve assets while achieving short & long term goals. I devise and refine short & long-term strategies that reflect the individuality and priorities of each client.I strive to build long enduring wealth relationship based on trust & client centricity.‘Invest in preparedness, not prediction." - Nassim TalebWHO DO I SERVE:Families who are looking to create long term sustainable wealth. I INVITE YOU TO CONNECT WITH ME FOR DISCUSSION: • Financial Planning• Portfolio Management• Family Office Services• Structured Products• Trust and Estate Planning Services PROFESSIONAL DESIGNATIONS:• Certified Financial Analyst (CFA®)

Current workplace

Bhavya Doshi, Cfa's current company

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TrustPlutus
Trustplutus
Simplifying Wealth Management & Financial planning.
bombay, maharashtra, india
Website
trustplutus.com
Employees
60
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Company profile
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5 roles

Bhavya Doshi, Cfa work experience

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

Deputy Director - Client Relations

Current
Trustplutus

Mumbai, Maharashtra, India

Oct 2023 - Present

Financial Analyst

Foa Research Pvt. Ltd.

Mumbai

I have worked on preparation of consensus models of various sectors for US,Japan and UK based companies and providing them as inputs for decision making to various hedge funds.Capturing financial statement data and conversion of the data into client models, Through research of 10K,10Q, and other various company filings to do deep dive into business and.

Apr 2019 - Feb 2020

Business Consultant

Strivik Business Solutions Pvt Ltd

Mumbai

Meeting the directors of SME businesses and understanding the various business challenges faced by organization to run and scale business.my roles was working on business acquisition, Training other consultants and creation of SOPs.

Sep 2017 - Aug 2018

Event Director

K J Somaiya College Of Science & Commerce Vidyanagar Vidyavihar Mumbai 400 077

I have worked as Event Director managing 7 events for the college festival Empresa a business management festival.

Jun 2016 - Nov 2016
Team & coworkers

Colleagues at TrustPlutus

Other employees you can reach at trustplutus.com. View company contacts for 60 employees →

PH Piyush Hadiya Piyush Hadiya Colleague at TrustplutusMumbai, Maharashtra, India, India View → TV Tanvi Vilas Pawaskar Tanvi Vilas Pawaskar Colleague at TrustplutusMumbai, Maharashtra, India, India View → AA Aanchal Almal, Cfa Aanchal Almal, Cfa Colleague at TrustplutusMumbai, Maharashtra, India, India View → NR Nitin Rastogi Nitin Rastogi Colleague at TrustplutusDelhi, India, India View → ST Shivani Tandon Shivani Tandon Colleague at TrustplutusDelhi, India, India View → PS Preetha Sugumaran Preetha Sugumaran Colleague at TrustplutusChennai, Tamil Nadu, India, India View → NG Niti Guhathakur Niti Guhathakur Colleague at TrustplutusMumbai, Maharashtra, India, India View → AA Angelline Anthony Angelline Anthony Colleague at TrustplutusMumbai, Maharashtra, India, India View → AM Anahita Mistry Manjra Anahita Mistry Manjra Colleague at TrustplutusMumbai, Maharashtra, India, India View → TM Tanuja Mishra Tanuja Mishra Colleague at TrustplutusMumbai, Maharashtra, India, India View →
2 education records

Bhavya Doshi, Cfa education

Bachelor Of Accounting And Finance

K J Somaiya College Of Science And Commerce
FAQ

Frequently asked questions about Bhavya Doshi, Cfa

Quick answers generated from the profile data available on this page.

What company does Bhavya Doshi, Cfa work for?

Bhavya Doshi, Cfa works for TrustPlutus.

What is Bhavya Doshi, Cfa's role at TrustPlutus?

Bhavya Doshi, Cfa is listed as Simplifying Wealth Management & Financial planning. at TrustPlutus.

Where is Bhavya Doshi, Cfa based?

Bhavya Doshi, Cfa is based in Maharashtra, India, India while working with TrustPlutus.

What companies has Bhavya Doshi, Cfa worked for?

Bhavya Doshi, Cfa has worked for Trustplutus, Ladderup Wealth Management Private Limited, Foa Research Pvt. Ltd., Strivik Business Solutions Pvt Ltd, and K J Somaiya College Of Science & Commerce Vidyanagar Vidyavihar Mumbai 400 077.

Who are Bhavya Doshi, Cfa's colleagues at TrustPlutus?

Bhavya Doshi, Cfa's colleagues at TrustPlutus include Piyush Hadiya, Tanvi Vilas Pawaskar, Aanchal Almal, Cfa, Nitin Rastogi, and Shivani Tandon.

How can I contact Bhavya Doshi, Cfa?

You can use AeroLeads to view verified contact signals for Bhavya Doshi, Cfa at TrustPlutus, including work email, phone, and LinkedIn data when available.

What schools did Bhavya Doshi, Cfa attend?

Bhavya Doshi, Cfa holds Mcom - Banking And Finance, Banking And Finance from S K Somaiya Vidyavihars College Of Arts Science & Commerce Vidyavihar Mumbai 400 077.

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