Aarya Behere
Mutual Fund Distributor, Portfolio executive @Indipe Paytech Pvt Ltd | Investment Advisor, Expertise in wealth Management, Consultancy, Mutual Funds, Equity, Bonds, ETF\'s.
- Role
- Portfolio Executive at Indipe
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Aarya Behere
As an Associate at Bajaj Finserv, I work on auditing and producing Service Oriented Architecture (SOA) for various financial products and services. I also report daily Management Information Systems (MIS) to the seniors, ensuring accuracy and compliance. I have over three years of work experience in the accounting and finance field, having previously worked as an Accounting Assistant at Pelican Investments and an Intern at Phadke and Associates. I have a strong background in accounting and finance, having graduated with a Postgraduate Degree in Accounting and Finance from Brihan Maharashtra College Of Commerce in 2022, and a Bachelor of Commerce from Sir Parashurambhau College in 2019. I have developed analytical, production and development, and MIS skills, as well as a keen interest in the financial sector. I am passionate about delivering quality work, learning new skills, and collaborating with diverse teams. I aim to leverage my expertise and experience to contribute to the growth and success of Bajaj Finserv and its clients.
Experience
Portfolio Executive
Oct 2024 — Present · Pune, IN
Implementing investment strategies and asset allocation plans to optimize portfolio performance.•Offering guidance on investment opportunities, asset management, and wealth preservation strategies•Providing Retirement planning, property planning, tax planning, and risk management.• Handling HNI clients portfolio and creating new business opportunities
Education
Brihan Maharashtra College Of Commerce
Postgraduate Degree
2023 — 2025
Sir Parashurambhau College - India
Bachelor of Commerce - BCom
2019 — 2022
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