Abhishek Misra

CEO

Hyderabad, Telangana, India15 yrs 2 mos experience
Highly Stable

Key Highlights

  • Founder of a customer-focused retirement planning service.
  • Extensive experience in investments and retirement planning.
  • Strong background in business analysis and financial services.
Stackforce AI infers this person is a Fintech expert with a focus on retirement planning and investment strategies.

Contact

abhimis14@gmail.comLinkedIn

Skills

Core Skills

Retirement PlanningInvestments

Other Skills

Mutual FundsNPSCharles River IMSBusiness AnalysisBusiness ProcessSolvency IILife InsuranceInsuranceRequirements AnalysisPre-salesManagementManagement ConsultingResearchPortfolio AssessmentFixed Income

About

Passionate about Investments, Retirement Planning, and Pension; At present, building an exciting customer-focused retirement planning service. Edtvin Services Private Limited ARN-287188 AMFI Registered Mutual Fund Distributor AMFI Registered SIF Distributor APMI Registered PMS Distributor AIF Distributor

Experience

15 yrs 2 mos
Total Experience
7 yrs 1 mo
Average Tenure
2 yrs 9 mos
Current Experience

Easy2retire

Chief Executive Officer

Aug 2023 – Present · 2 yrs 9 mos · India

Retirement PlanningMutual FundsNPSInvestments

Career break

Health and well-being

Oct 2022 – May 2023 · 7 mos · Lucknow, Uttar Pradesh

  • On a career break

Atos

Solutions Architect | Pensions

Dec 2021 – Sep 2022 · 9 mos · Edinburgh, Scotland, United Kingdom

Abrdn

Business Analysis | Investments

Oct 2012 – Aug 2021 · 8 yrs 10 mos · Edinburgh, United Kingdom

  • Experience in Charles River IMS (CRIMS), Risk Manager, Markit EDM (MEDM) and Solvency II.

Atos syntel

Business Analysis | Investments

Mar 2010 – Nov 2021 · 11 yrs 8 mos · Edinburgh, Scotland, United Kingdom

Uti mutual funds

Summer Trainee

Apr 2009 – Jun 2009 · 2 mos · Mumbai

Education

National Insurance Academy School of Management, Pune

MBA — Insurance Management

Jan 2008 – Jan 2010

B.N.S.D.Shiksha Niketan, Kanpur

Intermediate

Jul 2001 – Jun 2003

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