Ashutosh Deo

Associate Financial Consultant

532 followers

Nagpur, Maharashtra, India

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Timeline
About me
Founder at Finstead Capitals
Education
- Maharashtra state board of technical education
  2010 - 2013
  Diploma Electronics and Telecommunication A+
  Activities and Societies: Event Manager (Departmental Forum) Dharampeth Polytechnic, Nagpur
- B.R.A'S Mundle (MEMS)
  2008 - 2011
- National Institute of Securities Markets (NISM)
  2023 - 2026
  Certification Investments and Securities A
- Nagpur University
  2014 - 2018
  Bachelor of Engineering (B.E.) Electronics and Telecommunications
  Activities and Societies: EESA Forum, Xplore, e-yantra, Training and Placement Cell.
Experience
- Epic Research Limited
  Jun 2018 - May 2019
  Associate Financial Consultant
  As an Associate Financial Consultant - I had to understand and service the individual investor clientele with appropriate recommendations and Investment Requirements.Focus on Business Development across all financial products.Achieving standard targets and cross-sell products as per the demographic, lifestyle and risk profiling of the client.
- Venza Research Singapore
  Jun 2019 - Feb 2020
  Global Associate Financial Consultant
  As an Global Associate Financial Consultant - I had to understand and service the individual investor clientele from Malaysia, Singapore & UAE with appropriate recommendations and Investment Requirements.Focus on Business Development across all financial products in KlSE market, SGX market and International Forex Market.Achieving standard targets and cross-sell products as per risk profiling of the client.
- TaskUs
  Mar 2020 - Feb 2021
  Teammate
- Felix Consulting
  Mar 2021 - Aug 2022
  Business Analyst
  As an Bussines Anlayst Grade I - Handle and monitor performance for a team size of 2.I had to understand and service the individual investor clientele from Malaysia, Singapore & UAE with appropriate recommendations and Investment Requirements.Focus on Business Development across all financial products in KlSE market, SGX market and International Forex Market.Achieving standard targets and cross-sell products as per risk profiling of the client.
- Zerodha
  Aug 2022 - now
  Equity Derivatives Trader
- Motilal Oswal Financial Services Ltd
  Jan 2023 - now
  Authorised Business Partner
  Authorised Business Partner
- BNI Global
  Feb 2023 - now
  Member
- FINSTEAD
  Mar 2023 - now
  Founder
  We make the process of investing easy. We work towards securing the tomorrow of our clients by planning their finances.
Licenses & Certifications
- Champions of Confidentiality
  TaskUs
  Apr 2020
- Sales Skills & Negotiation Skills - Selling Masterclass 2020
  Udemy
  Apr 2020
  View certificate
- The complete Investment Banking Course 2020
  Udemy
  May 2020
  View certificate
- Investment Banking : Private Equity 101
  Udemy
  Apr 2020
  View certificate
- Certified Corporate Financial Planning and Analysis : Building a Company’s Budget
  Udemy
  Apr 2020
  View certificate
- The Macroeconomics Course 2020
  Udemy
  Apr 2020
  View certificate
- Investment Analysis & Portfolio Management- Core Finance
  Udemy
  Apr 2020
  View certificate
- Creating effective Dashboard
  JS Academy - India
- Equity Derivatives Series 8
  National Institute of Securities Markets (NISM)
  Jan 2023
- Beginner to pro in Excel : Financial Modelling and Valuation
  Udemy
  Apr 2020
  View certificate