Akash Srivastava
Investment Consultant
- Role
- Assistant Manager at Axis Direct
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
Experience
Assistant Manager
Sep 2025 — Present · Lucknow, IN
Client Consultation: Provide personalized investment advice based on clients\' financial objectives, risk tolerance, and market conditions.Market Analysis: Stay updated with the latest market trends, research, and financial news to make informed equity recommendations.Portfolio Management: Assist clients in constructing and managing a diversified equity portfolio.Relationship Building: Build and maintain long-term relationships with clients by offering exceptional service and ensuring customer satisfaction.
Education
Dr. Shakuntala Misra National Rehabilitation University, Lucknow
Bachelor of Commerce - BCom
2019 — 2022
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