Adwait Patankar

Mumbai, Maharashtra, India
Economist, Risk Management
Talents
Work Experience
Equity Advisor
Edelweiss Financial Services
Full Time Apr-2014 To Jan-2015 9 months
Responsibilities
  • • Analyze trading of particular companies on stock exchanges and write frequently on findings of the same.

    • Advise to construct a well diversified portfolio for investor, supervise performance of investor’s portfolio and provide timely updates on individual companies or stocks.

    • Actively interacting with clients and place an order on behalf of them.
Client Servicing Mnagement
Birla Sun Life Asset Management Ltd
Full Time May-2009 To Aug-2011 2 years 3 months
Responsibilities
  • Assisting clients in deciding the best investment plan as per his income, age as well as ability to undertake risks

    Was responsible for making an individual aware of the various investment tools available in the market and benefits associated with each plan
    Was responsible for making the client realize why he actually needs to invest and which plan would be the best for him.
    Was responsible for designing customized investment solutions for the clients
    Conducting financial analysis on the investments, the assets that are invested upon and the stocks selected.
» 1 Project
Education
Master of Business Administration, Finance
Sheila Raheja School of Business Management and ResearchUniversity of Mumbai
2011-2013
Profile Snapshot
Adwait is based out of Mumbai & has studied Finance, MBA-Master of Business Administration from Year 2011-2013 in SRSBMR-Sheila Raheja School of Business Management and Research, University of Mumbai.
Adwait Patankar is Skilled in Economist, Risk Management, Equity Derivatives