Ashutosh Kovida, CFP
Ahmedabad
Summary
Results-driven finance professional with a strong foundation in investment planning, portfolio management, and financial analysis. CFA Level 1 candidate and CFP certificate holder with expertise in wealth management, risk assessment, and financial advisory services. Skilled in financial modeling, valuation, and investment analysis, with a keen interest in asset allocation and capital markets. Adept at leveraging data-driven insights to enhance client portfolios, optimize financial planning, and drive business growth.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Sales Executive
Shree Chamunda Enterprise
Gandhinagar
11.2020 - 07.2022
- Created and maintained product listings on Amazon, Flipkart, and Meesho, ensuring accurate descriptions and SEO optimization.
- Conducted market research and competitor analysis to improve pricing strategies and customer engagement.
- Assisted in promotional campaigns and sales strategies, leveraging data insights to drive revenue growth.
Education
MBA - Finance
IIM Amritsar
Amritsar, Punjab03.2025
Bachelor of Science - Chemistry
ANANYA INSTITUTE OF SCIENCE
Kalol, Gujarat09.2020
High School - Science
Ananya Vidhyalaya
Kalol, Gujarat03.2017
Skills
- Wealth Management
- Financial analysis
- Market research
- Problem solving
- Microsoft Excel
- Research Analyst
- Portfolio Management
Certification
- CFP- Certified Financial Planner
- NISM Research Analyst
- Financial Modelling
Languages
- Gujarati
- Hindi
- English
Personal Information
Date of Birth: 02/14/99
Timeline
Sales Executive
Shree Chamunda Enterprise
11.2020 - 07.2022
MBA - Finance
IIM Amritsar
Bachelor of Science - Chemistry
ANANYA INSTITUTE OF SCIENCE
High School - Science
Ananya Vidhyalaya
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