ANKITA ASHOK GAWADE
Mumbai
Summary
Experienced Equity Advisor with a background in providing investment advice to clients and managing portfolios. Strengths include strong analytical skills, a deep understanding of financial markets, and the ability to build trusting client relationships. Previous roles involved helping clients optimize their investments and achieve financial goals.
Overview
5
5
years of professional experience
Work History
EQUITY ADVISOR
SBI SECURITIES
05.2025 - Current
- Provided investment guidance to clients based on market trends and analysis.
- Monitored client portfolios for performance and risk management.
- Researched equity markets to identify potential investment opportunities.
EQUITY ADVISOR
MASTER TRUST
05.2023 - 02.2025
- Managing Clients Portfolio in equity through company research report.
- Building relationship with clients & educating them about their investments.
- Advising clients with regards to their investments in Equity market.
- Placement & Execution on behalf of clients.
REACTIVATION DESK DEALER
KOTAK SECURITIES
04.2022 - 05.2023
Intern
CHOICE EQUITY BROKING
02.2021 - 08.2021
Education
Graduation - B.COM
Mumbai University
02-2019
HSC -
Maharashtra State Board
02-2016
SSC -
Maharashtra State Board
03-2014
MBA - Accounting & Finance
Amity University
Skills
- Team Work
- Market research
- Quick learner
- Technical Analysis4
- Equity analysis
Extracurricular Activities
- Participate in College event as a Working Committee. Participate in Literary Event in College secured 1st position
Disclaimer
I hereby declare that; all the above information's are true and genuine in my belief.
Personal Information
Date of Birth: 02/21/99
Additional Qualifications
- NISM SERIES VIII - EQUITY AND DERIVATIVES, 66 marks
- GFMP (Global Finance & Marketing Program), Bombay Stock Exchange Institute, 2021
- MBA (Accounting & Finance), Currently pursuing, Amity University
Timeline
EQUITY ADVISOR
SBI SECURITIES
05.2025 - Current
EQUITY ADVISOR
MASTER TRUST
05.2023 - 02.2025
REACTIVATION DESK DEALER
KOTAK SECURITIES
04.2022 - 05.2023
Intern
CHOICE EQUITY BROKING
02.2021 - 08.2021
Graduation - B.COM
Mumbai University
HSC -
Maharashtra State Board
SSC -
Maharashtra State Board
MBA - Accounting & Finance
Amity University