Dhruman Ashar

Experience

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  JIVRAJ & co Associates [ CA firm ]

  Apr 2020 - Sept 2020

  Client Service Professional

  My profile was to file the T.D.S/T.C.S of the respective clients along with the daily interaction with the high profile clients through telephonic ways to get in touch with them. To give regular updates of the e-filling to the clients.

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  Inventure Growth & Securities Ltd.

  Nov 2021 - Jan 2022

  Client Services

  My profile was to deal with the Clients and to help them understand the concept of DEMAT A\C opening with the company as to gain them knowledge about financial services been offered with many additional benefits to the customers.

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  Outlook Group

  Nov 2021 - Feb 2022

  Client Services Representative

  My profile was to sell the outlook magazines like OUTLOOK TAVEL, BUSINESS MODELS, WEEKLY newspapers etc. to the potential customers as to have them easy in the understanding the economy as a whole and to get them latest publications on board to keep them updated.

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  KRChoksey Shares & Securities Private Limited

  Apr 2023 - now

  Research Analyst

  My Profile was to deal with the Equity Research Reports of the Company, finding the valuations of the company, managing the Portfolios of the clients, build the financial models of the company, and finding the expected values of the company weather its undervalued or overvalued in nature.

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  VIBGYOR Advisors

  Dec 2023 - now

  Portfolio Management Services

  Equity Research Associate while handling Portfolios of over 60 Cr{P.M.S} along with Processing Loans, Insurance, Credit Cards etc.