P

Priyesh Apurve

Business Development Executive

Bengaluru, Karnataka, India3 yrs 3 mos experience

Key Highlights

  • Client-focused mindset in wealth management.
  • Strong foundation in financial analysis and investment strategies.
  • CFA Level 1 candidate with an MBA in Finance.
Stackforce AI infers this person is a Wealth Management professional with strong financial analysis and investment strategy skills.

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Skills

Core Skills

Portfolio ManagementInvestment Strategies

Other Skills

PMS Regulatory FrameworkRisk-Return AnalysisClient OnboardingDue DiligenceInvestment Suitability AssessmentMutual FundsAsset AllocationInvestor profilingCustomer Relationship Management (CRM)Regulatory ComplianceMicrosoft Office

About

Finance has always been more than just numbers for me - it’s a dynamic language that shapes businesses, drives innovation, and helps people secure their futures. Currently working in wealth management, I bring a client-focused mindset and a strong foundation in financial analysis, investment strategies, and portfolio planning. With an MBA in Finance and as a CFA Level 1 candidate, I’m committed to deepening my technical expertise and staying aligned with the highest standards of the industry. I’m particularly fascinated by how markets evolve, how capital is allocated, and how data-driven insights can create real value. Whether it’s understanding macroeconomic shifts or diving into valuation models, I’m always eager to learn more and grow in every direction finance has to offer - from traditional investing to emerging trends. As I continue my journey, I’m looking to connect with professionals who are as passionate about finance as I am. Open to learning, mentorship, and new opportunities that challenge me and push me forward. Let’s connect!

Experience

3 yrs 3 mos
Total Experience
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Average Tenure
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Current Experience

Dezerv

Client Financial Partner

May 2025Present · 1 yr 1 mo · Bengaluru, Karnataka, India · On-site

Portfolio ManagementPMS Regulatory FrameworkRisk-Return AnalysisClient OnboardingDue DiligenceInvestment Suitability Assessment+7

Ims learning resources pvt. ltd.

Assistant Center Manager

Sep 2021May 2023 · 1 yr 8 mos · Patna, Bihar, India · On-site

Digilabs llp

Legal content creator

Feb 2021Aug 2021 · 6 mos · Bengaluru, Karnataka, India · Hybrid

Education

Goa Institute of Management (GIM)

Master of Business Administration - MBA

Jun 2023Jun 2025

Kalinga Institute of Industrial Technology, Bhubaneswar

BBA. LLB — Law

Jun 2015Jun 2020

Don Bosco Academy, Patna

Jun 2012May 2014

Delhi Public School Patna

May 2002May 2012

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