Himanshu Yadav
Pune
Summary
Adept Wealth Manager with a proven track record at Purnartha Investment Advisers Pvt. Ltd., specializing in portfolio diversification and client education. Excelled in developing investment strategies that enhanced client portfolios, achieving significant financial objectives. Skilled in market analysis and financial planning, I leverage analytical prowess and interpersonal skills to exceed client expectations.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Wealth Manager
Purnartha Investment Advisers Pvt. Ltd.
Pune
02.2024 - Current
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
- Researched the various markets in order to provide timely advice on how best to manage a client's assets.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Maintained up-to-date knowledge of regulations affecting securities markets.
- Participated in meetings with institutional investors seeking advice on investing in equities.
Finance Associate
Abhi Group Of Companies
Pune
05.2023 - 08.2023
- Reviewed and analyzed financial statements to identify discrepancies and recommend corrective actions.
- Performed variance analysis on budgeted vs. actual expenses, compared results against industry standards, and developed cost reduction strategies.
- Developed financial models to forecast future performance of business units.
- Assisted in the preparation of budgets for various departments.
- Utilized various software applications such as Microsoft Excel to create spreadsheets for tracking information and preparing reports.
- Provided financial reporting, forecasting and modeling to support management decision-making.
Education
MBA - Finance
MIT-world Peace University
PUNE05-2024
Bachelor of Commerce - Banking And Finance
Suryadutta College (SCMIRT)
Pune05-2022
CFA L1 (Pursuing) - Financial Analysis
CFA Institute
Skills
- Investment strategies
- Portfolio diversification
- Annual client review
- Portfolio management
- Financial planning
- Client onboarding
- Market analysis
- Client education
Certification
- Certified NISM PMS Distributor (NISM XXI-A)
Languages
English
First Language
Hindi
Upper Intermediate (B2)
B2
Marathi
Upper Intermediate (B2)
B2
Timeline
Wealth Manager
Purnartha Investment Advisers Pvt. Ltd.
02.2024 - Current
Finance Associate
Abhi Group Of Companies
05.2023 - 08.2023
- Certified NISM PMS Distributor (NISM XXI-A)
MBA - Finance
MIT-world Peace University
Bachelor of Commerce - Banking And Finance
Suryadutta College (SCMIRT)
CFA L1 (Pursuing) - Financial Analysis
CFA Institute
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