Ashish Jadhav
Navi Mumbai,Maharashtra
Summary
Energetic finance professional with strong problem-solving skills, specializing in corporate action operations, equity analysis, and portfolio support. Skilled in operational management, cross-functional coordination, and process improvements to ensure accurate and timely execution. Committed to continuous learning and staying aligned with market and regulatory developments to deliver actionable insights for well-informed operational decisions.
Overview
3
3
years of professional experience
3
3
Certification
Work History
DEPUTY MANAGER - CUSTODY OPERATIONS (CA)
HDFC BANK LIMITED
Mumbai
05.2025 - Current
- Responsible for the daily interpretation and monitoring of corporate action (Monetary and Non-Monetary) events.
- Processing equity corporate action events, including stock splits, bonuses, rights issues, buybacks, call money, mergers, and other events, for diverse client portfolios.
- Sending Ex-date entitlements reports to the entitled clients on the Ex-date within TAT.
- Daily reconciliations for dividends, securities, and suspense transactions for Insurance, Mutual Fund, AIF, PMS, and other clients, also ensured timely reporting. After reconciliation, transferred the dividend amount into the respective clients' bank accounts within the TAT.
- Managed end-to-end event creation in custody systems-from data validation and setup to reconciliation and closure-for both voluntary and involuntary corporate actions.
- Executed rights issue and buyback application processes, including detailed reporting and allotment tracking for client portfolios.
- Coordinated proxy e-voting for clients like Mutual Fund, FPI, AIF, Insurance and ensuring compliance with regulatory deadlines and accurate vote execution.
- Monitored exchange and regulatory circulars for daily updates and incorporated them into the system for timely event processing.
- Processed QIP, anchor, mutual fund, insurance, AIF, and PMS client IPO bids.
- Key Skills: Corporate Action Operations, Application- icustody, AIF Operations, PMS Operations, Operations Management, IPO Applications, E-Voting
Equity Advisor
SBICAP SECURITIES LIMITED
Mumbai
07.2024 - 04.2025
- Conducted fundamental and technical analysis of equity investments to identify trends and opportunities.
- Delivered data-driven insights and recommendations to assist clients in making strategic investment decisions.
- Strengthened operational workflows by maintaining accurate records and ensuring compliance with regulatory standards.
- Key Skills: Equity and Portfolio Management, Market Trend Analysis, Research Methodologies, Investment Strategies
Financial Analyst Intern
Fundsroom
Navi Mumbai
01.2023 - 02.2023
- Conducted detailed analysis of companies, industries, and markets to generate actionable investment insights.
- Prepared equity research reports, providing in-depth market evaluation and forecasts.
- Developed dashboards using Power BI to visualize financial data and support decision-making processes.
Education
Post Graduate Diploma in Management - FINANCE
SIES School of Business Studies
Navi Mumbai 09.2022 - 07.2024
Bachelor of Management Studies - MANAGEMENT
Karmaveer Bhaurao Patil College
Navi Mumbai 07.2017 - 05.2020
High School Diploma -
ICLES' Motilal Jhunjhunwala College
Navi Mumbai 06.2015 - 05.2017
Secondary School Certificate -
ST Xavier's High School
Navi Mumbai 06.2004 - 06.2015
Skills
- Operations Management
- Corporate Action Operations
- Application - icustody
- Institution/PMS Operations
- E-Voting
- IPO Application
- Research Analyst
Certification
- NISM- Research Analyst, 2025
- NISM- Equity Derivatives, 2023
- Udemy - Financial Modelling and Valuation, 2023-2024
Known Languages
- English
- Hindi
- Marathi
Personal Information
Gender: Male
Hobbies and Interests
- Reading
- Travelling
- Fitness and Sports
- Investment Research
Timeline
DEPUTY MANAGER - CUSTODY OPERATIONS (CA)
HDFC BANK LIMITED
05.2025 - Current
Equity Advisor
SBICAP SECURITIES LIMITED
07.2024 - 04.2025
Financial Analyst Intern
Fundsroom
01.2023 - 02.2023
Post Graduate Diploma in Management - FINANCE
SIES School of Business Studies
09.2022 - 07.2024
Bachelor of Management Studies - MANAGEMENT
Karmaveer Bhaurao Patil College
07.2017 - 05.2020
High School Diploma -
ICLES' Motilal Jhunjhunwala College
06.2015 - 05.2017
Secondary School Certificate -
ST Xavier's High School
06.2004 - 06.2015