Akshay Lahoti
Wealth Manager at ICICI Securities| M.M.S. (Finance)
- Role
- Wealth Manager at ICICI Securities
- Location
- Thane, IN
- LinkedIn followers
- 500 followers
About Akshay Lahoti
Hello! I\'m Akshay Lahoti, a Senior Relationship Manager working with ICICI Securities, group organisation of ICICI Bank in the field of finance. With 2 years of experience in sales of financial products, I\'ve had the opportunity to inflate the returns of clients with low-risk investments by utilising various strategies and also delivering excellent customer service. My expertise lies in analysing reports of the companies and financial instruments, dropping the best investment plans for clients, and resolving customer queries on priority, where I\'ve consistently delivered good results and achieved the trust of the clients. I hold a MBA in Finance from Bharati Vidyapeeth University, complemented by certifications in NISM – 1: Currency Derivatives Analyst, NISM – 5(A): Mutual Fund Distributors, NISM – 8: Securities Operations and Risk Management, IRDA, GFMP(Global Financial Markets Professional) from Bombay Stock Exchange (BSE India). In addition to my professional pursuits, I possess a profound interest in fashion and travel blogs, which serve as a rich source of inspiration from diverse cultures and experiences. During my leisure hours, I derive pleasure from indulging in books, playing the keyboard, and immersing myself in music to unwind. My unwavering commitment to continuous learning and growth is reflected in my focus on advancing my career within the dynamic landscape of finance. I am dedicated to enhancing my skills and knowledge of various financial instruments and markets to stay relevant in the ever-evolving financial landscape. Let\'s connect to explore potential opportunities or collaborate on exciting projects together!
Experience
Wealth Manager
Apr 2025 — Present
Education
CFA Institute
Chartered Financial Analyst
Bharati Vidyapeeth University
Master's degree
2020 — 2022
Keraleeya Samajam Dombivlis Model College
Bachelor's degree
2015 — 2018
BSE Institute Ltd
GFMP
2016 — 2018
Bharati Vidyapeeths Institute of Management Studies & Research
Master's degree
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