Kartavya Bhushan

Founder

Patna, Bihar, India9 mos experience

Key Highlights

MBA candidate with a focus on Finance from IIT Patna.
Experience in client relations and investment strategies.
Founder of ViTTA, simplifying investment for clients.

Stackforce AI infers this person is a Fintech professional with expertise in investment strategies and client relations.

Contact

Skills

Core Skills

Investment StrategiesFinancial ModelingCustomer ServiceCompliance

Other Skills

AdvertisingAnalytical SkillsAsset ManagementAttention to DetailBank ReconciliationBankingBrokerageBudgetingBusiness ReportingCash CollectionClient BillingClient OnboardingClient RelationsCold CallingCommunication

About

Currently an MBA candidate at IIT Patna and a Founder's Office Intern at Invsto and a learner at Vitta, I love turning numbers into stories and trends into smart moves. With hands-on experience at Zerodha (Mutual Fund | Coin) and NISM certifications in my toolkit, I’m all about making finance exciting and accessible. Posting insights, chasing growth, and always up for a coffee chat about markets, investing, or the latest finance meme. Let’s connect and make sense of money—together.

Experience

9 mos

Total Experience

9 mos

Average Tenure

Current Experience

Vitta

Founder

Oct 2025 – Present · 8 mos · India · On-site

Founder | ViTTA
At ViTTA, I am dedicated to helping clients navigate the complexities of investing with clarity and confidence. As an AMFI-registered Mutual Fund Distributor, my mission is to make wealth-building both accessible and trustworthy for every individual.
With a background in quantitative finance and deep market experience, I specialize in:
Personalized guidance: Tailoring investment strategies that align with your unique financial goals and risk appetite.
Transparency: Delivering clear, jargon-free explanations so you understand every financial product or plan you choose.
Continuous education: Sharing practical tips, market insights, and educational content daily, empowering you to make informed decisions.
Innovative solutions: Leveraging data-driven analysis and algorithmic research to identify top-performing funds and opportunities.
At ViTTA, you are not just a client—you are a partner in your financial journey. My commitment is to simplify every step, ensure full compliance, and be a reliable resource for all your investment needs.
Let’s achieve your financial goals, together.

Investment StrategiesFinancial ModelingClient RelationsPortfolio ManagementQuantitative Analytics

Invsto

Founder's Office

May 2025 – Present · 1 yr 1 mo · Philadelphia, Pennsylvania, United States · Remote

Zerodha

Assistant Manager

May 2024 – Mar 2025 · 10 mos · Bengaluru, Karnataka, India · Hybrid

Provided best-in-class customer service and support to B2B clients in Equity, MCX (F&O), and Mutual Funds, consistently ensuring customer delight.
Accepted and processed client applications, meticulously ensuring full alignment with compliance guidelines and strict adherence to agreed-upon time stamps, maintaining a high standard of accuracy.
Resolved a wide range of service queries within established TATs, managed critical query situations, and handled escalations effectively based on investor needs and company protocols.
Ensured accurate reconciliation of records and provided timely updates to Head Office on queries within 24 hours, maintaining data integrity.
Processed transactions with a focus on achieving zero errors, contributing to operational efficiency and reliability.
Interacted daily with external entities like BSE Star MF for efficient issue resolution, streamlining operational processes..
Successfully managed and de-escalated interactions with irate customers, ensuring their concerns were addressed professionally.
Managed various administrative activities, including documentation and record-keeping, to support the smooth functioning of the branch.
Maintained comprehensive knowledge of various financial products and remained continuously updated on market scenarios to provide well-informed recommendations.