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Asawari Vaidya Godbole

Asawari vaidya godbole

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  • Timeline

  • About me

    Financial Planner at Circle Wealth Advisors Private Limited

  • Education

    • Mumbai university

      -
      Diploma biotechnology 2006

      XII 2004V

    • Saraswati secondary school

      -

    • 2010 met college

      2008 - 2010
      Master business administration, finance

    • 2007 mumbai university

      2004 - 2007
      Bachelor of science chemistry

  • Experience

    • Reserve bank of india (rbi)

      May 2009 - Jul 2009
      Summer trainee

      2 months summer intership at RBI. i had to do project on Exchnage rate management. i had to cover different countries across the world and study evolution of their ERM.

    • Bahar infocons

      Dec 2010 - Jun 2015
      Analyst

    • Angel one

      Jun 2015 - Aug 2016
      Manager equity research

    • V r wealth advisors pvt ltd

      May 2017 - Mar 2018
      Lead associate – client planning & portfolio manager

    • Prithvi money management pvt ltd

      Apr 2018 - Dec 2019
      Client planning & portfolio manager

    • Centrum india

      Dec 2019 - Jun 2020
      Product analyst

    • Circle wealth advisors private limited

      Jul 2020 - now
      Financial planner

  • Licenses & Certifications

    • Cfp

      Fpsb india
      Jan 2016

    • Nism certifications xa and xb

      National institute of securities markets (nism)
      Oct 2023