Anshul Mittal

Fund Manager @Privately Owned Investment Advisory Firm

Mumbai, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Fund Manager @Privately Owned Investment Advisory Firm

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Mumbai, IN

EDUCATION

N/A

National Institute of Securities Markets (NISM)

Research Analyst , Finance, General

2014 — 2017

Kishinchand Chellaram (KC) College, Mumbai

Bachelor's in financial markets, Finance, General

N/A

National Institute of Securities Markets (NISM)

NISM Series- XXI-B_ Portfolio Managers Certification, Finance, General

2017 — 2018

Finnacle Institute

Chartered financial anlayst, Finance, General

N/A

Finnacle Institute

Finbridge, Finance and Financial Management Services

2017 — 2020

CFA Institute

CFA level 3 , Finance and Financial Management Services

ABOUT ANSHUL MITTAL

I have 9+ years of experience in the financial markets, working across equities and alternative investments. Over this time, I’ve built strategies, advised diverse clients, and studied how markets and businesses evolve.One of my key achievements includes helping scale a PMS firm to ₹800+ crores in AUM.My expertise lies in designing and executing investment strategies that balance opportunity with risk. Exposure to multiple sectors has given me a broad perspective on how capital allocation drives results in both investing and business.Here, I share market perspectives, portfolio lessons, and the business side of wealth creation. My aim is to make finance easier to understand and apply for all.

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Anshul Mittal — Fund Manager at Privately Owned Investment Advisory Firm in Mumbai, MH, IN | Unifers