Abhishek Mittal
Co-Founder at Prospurts | SEBI Registered Investment Advisor | Simplifying Wealth Creation
- Role
- Co-founder at Prospurts
- Location
- Delhi, IN
- LinkedIn followers
- 500 followers
About Abhishek Mittal
Draw comprehensive Financial architecture of the investors so as to have worm\'s view on the life goals and align it with the investment approach. Understanding the behavioural gap which resists the investment decisions and overcoming them in a systematic way. Transfer of wealth to next-generation/successors in a peaceful manner by way of different vehicles - Trust and Wills.
Experience
Co-founder
Jan 2014 — Present · New Delhi, IN
Responsible to identify behaviour biases and deal with them. Draw the Investment policy statement to meet the long term goals of the client.\\\\nInvolved in research of the funds and alternative investments that best suit the need of an individual.
Education
Delhi University
Bachelor of Commerce (B.Com.), Accounting and Finance
2007 — 2010
CAIA Association
CAIA Charterholder, Alternative Investments
2016 — 2017
CFA Institute (US)
Passed all Three Levels of CFA program, Ethics,Fixed Income,Equity,Economics,Alternate Investments,etc
2010 — 2012
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