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Arthur Costa,CFP

Arthur Costa,CFP

Followers of Arthur Costa,CFP1000 followers
location of Arthur Costa,CFPGoa, India

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  • Timeline

  • About me

    Assistant Vice President-Sales, M.Sc, M.D.B.A, CFP

  • Education

    • CFA Institute

      2021 - 2021
      CFA Institute Investment Foundations Certificate May

    • Financial Planning Standards Board India

      2010 - 2010
      Certified Financial Planner, CFP Certified Financial Planner, CFP

      Activities and Societies: Certified Financial Planner, CFP Certified Financial Planner, CFP

    • Dhempe Higher Secondary School

      1987 - 1989
      H.S.S.C

    • New Goa High School

      1985 - 1987
      S.S.C

    • Goa University

      1990 - 1993
      B.Sc in Chemistry (Six Units) at St. Xaviers College Goa First Class

      B.Sc in Chemistry

    • Goa University

      1993 - 1995
      M.Sc in Inorganic Chemistry

    • Symbiosis Institute of Management Studies

      1997 - 1999
      M.D.B.A Marketing

      Marketing & Finance

  • Experience

    • HDFC AMC

      Sept 2001 - Mar 2012

      Cluster Head-Goa, HDFC Mutual Fund Started and headed the business of HDFC Mutual Fund at Goa since inception. Heading & Incharge of the Institutional Sales in Goa

      • Senior Manager-Sales

        Apr 2009 - Mar 2012

      • Manager-Sales

        Apr 2006 - Mar 2009

      • Assistant Manager-Sales

        Sept 2001 - Apr 2006

    • HDFC AMC

      May 2012 - now

      Cluster Head--South Maharastra Area

      • Assistant Vice President Sales

        Sept 2001 - now

      • Assistant Vice President & Cluster Head

        May 2012 - Apr 2015

  • Licenses & Certifications

    • NISM-Series- V -C: Mutual Fund Distributors (Level 2)

      National Institute of Securities Markets (NISM)
      May 2018

    • Certified Personal Financial Advisor, (CPFA)

      NSEIT LIMITED
      Jul 2011

    • NSE Certified Investment Analyst Champion (NCIAC)

      NSEIT LIMITED
      Jul 2013

    • Chartered Financial Analyst (CFA) - Investment Foundations Certificate

      CFA Institute
      May 2021

    • Certified Financial Planner, (CFP)

      FPSB India
      Jul 2010
      View certificate certificate

    • NSE Certified Market Professional; ( NCMP)-Level 5

      NSEIT LIMITED
      Dec 2011

    • NSE Corporate Governance Module

      NSEIT LIMITED
      Mar 2011

    • NISM-Series-X-A Investment Advisor (Level-1)

      National Institute of Securities Markets (NISM)
      Apr 2018

    • NISM-Series-X-B Investment Advisor (Level-2)

      National Institute of Securities Markets (NISM)
      May 2018

    • NSE Certified Investment Analyst Pro (NCIAP)

      NSEIT LIMITED
      Jun 2013