Ashish thanvi
Fund Management
Mubarikpur,PB
Summary
Dynamic Fund Manager with a proven track record at Fort Capital Advisory Private Limited, excelling in portfolio management and client relationship building. Achieved consistent fund outperformance by leveraging quantitative analysis and innovative investment strategies. Skilled in enhancing investment processes with technology, demonstrating adaptability and a results-driven approach. Successfully fostered team collaboration and client trust, significantly reducing risk exposure.
Overview
17
17
years of professional experience
Work History
Fund Manager
Fort Capital Advisory Private Limited
2019.10 - Current
- Managing derivative & exotic fund.
- Managed a successful fund, consistently outperforming benchmarks over multiple years.
- Reduced risk exposure through strategic asset allocation and diversification of investment portfolios.
- Enhanced the efficiency of the investment process by implementing cutting-edge technology tools for research and analysis.
- Collaborated with team members to develop innovative investment strategies tailored to individual client needs.
- working on Automation & ML model of training
Intitutional Sales & Dealing
Kaviraj Securities Private Limited
2007.04 - 2019.09
- Built relationships with customers to encourage repeat business.
- Solved customer challenges by offering relevant products and services.
- Generated new sales leads to achieve and exceed monthly sales goals.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Handling operation & compliance of a broker.
- Engaged with customers to effectively build rapport and lasting relationships.
- Enhanced team productivity by fostering a positive work environment and providing support to colleagues as needed.
Education
Mcomm - Accounting And Finance
Mumabi University
Mumbai 2001.04 -
Skills
Financial Statements
Investment strategies
Portfolio Management
Data Management
Quantitative Analysis
Asset Allocation
Economic forecasting
Investor Relations
Financial Markets
Hedge fund strategies
Client Relationship Building
Adaptability and Flexibility
Timeline
Fund Manager
Fort Capital Advisory Private Limited
2019.10 - Current
Intitutional Sales & Dealing
Kaviraj Securities Private Limited
2007.04 - 2019.09
Mcomm - Accounting And Finance
Mumabi University
2001.04 -
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