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Aasim Ansari

Aasim Ansari

Investment Advisor

Followers of Aasim Ansari2000 followers
location of Aasim AnsariMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Financial accounting
    Financial analysis
    Fixed assets
    Budgets
    Forecasting
    Due diligence
    Bank reconciliation
    Strategic financial planning
    Finance
    Corporate finance
    Consolidation
    Accounting
    Variance analysis
    Financial reporting
    Financial planning

  • About me

    Assistant Manager at ICICI Prudential AMC Ltd

  • Education

    • ICSI

      -
      Company secretary professional programme

    • K C College of Management Studies

      2011 - 2013
      Post Graduation Diploma in Financial Management Finance and Financial Management Services First

    • S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077

      2008 - 2011
      First

    • University of Mumbai

      2011 - 2013
      Master of Commerce Accounting First

  • Experience

    • Aditya Birla Financial Services

      Aug 2015 - Jul 2016
      Investment Advisor

      Identification of Financial Goals, Analysis of existing portfolio, Modification of Portfolio as per Investor Financial Goals, Investment Advisory etc.

    • ICICI Prudential AMC Ltd

      Aug 2016 - Jan 2019
      Assistant Manager

    • Tata Asset Management Ltd

      Jan 2019 - Mar 2020
      Deputy Manager

    • Motilal Oswal Asset Management Co. Ltd

      May 2020 - Apr 2022
      Manager - Investor Relations

    • ICICI Prudential AMC Ltd

      Oct 2022 - now
      Channel Business Development Manager

  • Licenses & Certifications

    • NISM-Series-XIX-B: Alternative Investment Funds (Category III) Distributors Certification

      National Institute of Securities Markets (NISM)
      Sept 2022

    • NISM-Series-V-A: Mutual Fund Distributors Certification

      National Institute of Securities Markets (NISM)
      Jun 2021

    • NISM-Series-XIX-A: Alternative Investment Funds (Category I and II) Distributors Certification

      National Institute of Securities Markets (NISM)
      Sept 2023

    • NISM Series XXI A : Portfolio Management Services (PMS) Distributors

      National Institute of Securities Markets (NISM)
      Aug 2023

    • NISM-Series-X-A & B: Investment Adviser Certification

      National Institute of Securities Markets (NISM)