Aayush Mishra

Associate Consultant

Agra, Uttar Pradesh, India0 mo experience
AI Enabled

Key Highlights

  • Chartered Wealth Manager with strong finance expertise.
  • Proven experience in managing client investment portfolios.
  • Successful entrepreneur in e-commerce grocery venture.
Stackforce AI infers this person is a Finance professional with expertise in investment analysis and client relations.

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Skills

Core Skills

Investment AnalysisClient Relations

Other Skills

AccountingAccounting EquationAnalytical SkillsAttention to DetailBalance SheetBusiness AnalysisBusiness DevelopmentBusiness PlanningBusiness ProcessBusiness RequirementsBusiness ResearchBusiness StrategyCapital MarketsCash Flow StatementsCommunication

About

A CWM® (Chartered Wealth Manager) and highly motivated individual with certifications in Equity Markets. Driven by a profound passion for finance, seeking opportunities to contribute to organizational growth. Acquired NISM, NIFM, NCFM, and BSE Institute certifications in the financial market domain to enhance expertise, including Research Analysis, Fundamental Analysis, Technical Analysis, Equity Derivatives, and Investment Advisor. Shared knowledge and skills as a trainer, shaping aspiring finance professionals. Successfully launched and managed an e-commerce grocery venture, providing insights into marketing, consumer behavior, and strategic management. Developed key skills including Financial Analysis, Strategic Planning, Leadership, Time Management, Client Relations, Business Development, Consumer Behavior, and Team Management.

Experience

0 mo
Total Experience
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Average Tenure
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Current Experience

Finatoz.com- rightfocus investments pvt ltd.

Investment Analyst

Oct 2024Dec 2024 · 2 mos · Bengaluru, Karnataka, India · On-site

  • Managed portfolio of 30 clients, overseeing their investment strategies.
  • Prepared detailed investment reports using tools like Funds India Platform, InvestWell, Liquiloans, and Unifi.
  • Executed client transactions including SIP, SWP, STP, Lumpsum, Switch-in, Switch-out, and Redemption transactions.
  • Levergaed Microsoft Suite for reporting, and presentation to enhance client deliverables.
Investment AnalysisClient RelationsFinancial ReportingMicrosoft Suite

Education

Jaipuria Institute of Management

PGDM

Jun 2025Present

Uttar Pradesh Rajarshi Tandon Open University

Bachelor of Commerce - BCom

Jun 2018Jun 2021

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