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
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
Associate Vice President
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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