Akash Mehta

Private Banker at Client Associates | Asset Allocation | Portfolio Management | Investment Advisory |

Role
Associate Vice President at Client Associates
Location
Mumbai, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Akash Mehta

I am a skilled investment professional with 9+ years of experience across portfolio management, asset allocation, product development & strategy seeking to leverage product knowledge and communication skills to maintain client relationships and meet their financial goals. In my spare time, I love playing cricket and football and I am also extremely passionate about distance running.

Experience

  1. Associate Vice President

    Client Associates

    Mar 2023 — Present · Mumbai, IN

Education

  • Lady Vissanji Academy

    Passed with distinction

    1996 — 2008

  • Chetana's Institute of Management & Research

    Master's degree

    2014 — 2016

  • Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics

    Bachelor of Management Studies

    2008 — 2013

  • CFA Institute

    CFA Level 2 Candidate

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Akash Mehta — Associate Vice President at Client Associates in Mumbai, IN | Unifers