Akarsh Adithya

PGDM’27 | NISM Series VIII & V-A Certified | Investment Advisor Intern, RupeeVyze | Ex Intern, NISM | Ex Finance Intern, TATA Power Solar

Role
Investment Advisor at RupeeVyze
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Akarsh Adithya

I’m a PGDM Finance student at ISBR Business School with a strong interest in investment banking, capital markets, and investment advisory. Currently working as an Investment Advisory Intern at RupeeVyze, supporting investment research, portfolio insights, and financial planning activities. Completed a finance internship with Tata Power Solar, gaining exposure to financial operations including accounts payable, accounts receivable, treasury functions, budgeting, and financial analysis. Completed a 7-week Summer School Internship Program at National Institute of Securities Markets focused on Indian securities markets, earning certifications in NISM Series (Equity Derivatives) and Series V-A (Mutual Fund Distribution). These experiences strengthened my ability to analyze market trends, interpret financial data, and translate insights into practical investment perspectives. Actively engaged in leadership and social initiatives, including serving as an Alumni Ambassador at ISBR and participating in community impact projects. Interested in applying financial knowledge to real-world business problems while continuously developing within the finance and capital markets ecosystem.Lets Connect Email: a••••••••@gmail.com

Experience

  1. Investment Advisor

    RupeeVyze

    Dec 2025 — Present · Bengaluru, IN

    Research mutual funds, listed & unlisted shares, insurance products, and other investment instruments for client advisory• Assist in preparing financial plans, model portfolios and asset allocation strategies• Conduct basic client need analysis and risk profiling• Track market trends, fund performance and portfolio movements• Prepare comparison charts and investment summaries for advisory decisions• Support compliance workflows and documentation processes• Contribute to investor education content and financial awareness initiatives

Education

  • St. Joseph's Pre-University College

    Pre-University Degree, Accounting and Finance

  • St Joseph's College of Commerce (Autonomous)

    Bachelor of Commerce - BCom, Accounting and Finance

  • ISBR Business School

    Postgraduate Degree, PGDM, Finance

  • National Institute of Securities Markets (NISM)

    Residential Summer School Program, Securities Market

  • Baldwin Boys' High School

    Indian Certificate of Secondary Education (ICSE), Business/Commerce, General

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Akarsh Adithya — Investment Advisor at RupeeVyze in Bengaluru, KA, IN | Unifers