Priyesh Apurve — Business Development Executive
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!
Stackforce AI infers this person is a Wealth Management professional with strong financial analysis and investment strategy skills.
Location: Bengaluru, Karnataka, India
Experience: 3 yrs 3 mos
Skills
- Portfolio Management
- Investment Strategies
Career Highlights
- Client-focused mindset in wealth management.
- Strong foundation in financial analysis and investment strategies.
- CFA Level 1 candidate with an MBA in Finance.
Work Experience
Dezerv
Client Financial Partner (1 yr 1 mo)
IMS Learning Resources Pvt. Ltd.
Assistant Center Manager (1 yr 8 mos)
Digilabs LLP
Legal content creator (6 mos)
Education
Master of Business Administration - MBA at Goa Institute of Management (GIM)
BBA. LLB at Kalinga Institute of Industrial Technology, Bhubaneswar
at Don Bosco Academy, Patna
at Delhi Public School Patna