Ashwin Kamath
Mutual Fund Associate | MBA ’24–26 | CISI Level 3 ICWIM | Financial Data Analyst Intern | Ex-Business Presentation Specialist @ McKinsey & Company
- Role
- Mutual Funds Associate at Wealth Insight Capital Services Pvt. Ltd
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
Experience
Mutual Funds Associate
Wealth Insight Capital Services Pvt. Ltd
Mar 2026 — Present · Nagpur, IN
Assisting in mutual fund investment and wealth management activities, including client onboarding, investment execution, portfolio monitoring, and guiding clients in selecting suitable mutual fund schemes aligned with their financial goals.
Education
Christ University, Bangalore
Business Administration and Management, General
2018 — 2021
Abhyasa International Residential School
High school, Business/Commerce, General
2016 — 2018
IBS Hyderabad
Master of Business Administration - MBA, Finance, General
The Chartered Institute for Securities & Investment (The CISI)
International Certificate in Wealth & Investment Management (India), Securities & Investments (International), Financial Planning and services, Portfolio Management
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