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Mayur Bardia

Mayur Bardia

Intern

Followers of Mayur Bardia813 followers
location of Mayur BardiaKolkata, West Bengal, India

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  • Timeline

  • About me

    Associate Vice President at Purnartha PMS

  • Education

    • St. Xavier's College (Autonomous), Kolkata

      2012 - 2015
      Bachelor of Commerce (B.Com.) Marketing

    • International Management Institute, Kolkata

      2016 - 2018
      Master of Business Administration Finance, Marketing

  • Experience

    • Kalpena Industries Limited

      Dec 2014 - Jan 2015
      Intern

    • Anand Rathi Private Wealth Management

      May 2018 - Jun 2019
      Assistant Manager- Wealth Management

      Financial Planning, Portfolio Strategy & Reporting- Making financial plans for HNIs & Ultra HNIs keeping in mind client requirements. Highlighting client wise, how actual portfolios are in variance with the strategic plan & recommendations to get the portfolio aligned to the strategic portfolio.Provide investment advice to clients- Focused mainly on mutual funds & structured products. Constant engagement with clients to optimize investment opportunities & conduct periodical reviews of the portfolio. Show less

    • Purnartha SEBI Registered Equity Investment Advisor & Portfolio Manager

      Jul 2019 - Jun 2022
      Manager

    • HDFC Bank

      Jun 2022 - Oct 2022
      Manager

      Working Capital & Project Finance

    • Purnartha PMS

      Nov 2022 - now

      Portfolio Management, Portfolio Analysis, Revenue Generation, Client Acquisition & Reporting - Equity Adviser to Clients catering to HNIs, Ultra HNIs & Corporates.Handling & developing the business vertical for Purnartha with main focus on PMS/AIF & maintaining client relationships. Highlighting client wise, how actual portfolios are in variance with the strategic plan & recommendations to get the portfolio aligned to the strategic portfolio.

      • Associate Vice President

        Apr 2024 - now

      • Senior Manager

        Nov 2022 - Mar 2024

  • Licenses & Certifications

    • Portfolio Management Services (PMS) Distributors- Series— XXIA

      National Institute of Securities Markets (NISM)
      Jul 2023

    • Investment Adviser- Level 1- Series XA

      National Institute of Securities Markets (NISM)
      Dec 2020

    • Investment Adviser - Level 2- Series XB

      National Institute of Securities Markets (NISM)
      Mar 2021

  • Honors & Awards

    • Awarded to Mayur Bardia
      Top Performer for FY 2022-23 Purnartha May 2023 Ranked 2nd & featured amongst Top 10 employees PAN India in FY 2022-23 for excellent performance.
    • Awarded to Mayur Bardia
      Employee of the Month Purnartha Dec 2022
    • Awarded to Mayur Bardia
      Contest Winner Purnartha Nov 2020 Qualified for a Trip to Bangkok for excellent performance.
    • Awarded to Mayur Bardia
      Employee of the Month Purnartha Nov 2020
    • Awarded to Mayur Bardia
      Employee of the Month Purnartha May 2020
    • Awarded to Mayur Bardia
      Rising Star Purnartha Jan 2020 For Excellent Performance in Corporate
    • Awarded to Mayur Bardia
      Employee of the Month Purnartha Sep 2019