Ayush Sharma
Wealth Management Trainee @Brothers Financial Solutions
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WORK HISTORY
Wealth Management Trainee @Brothers Financial Solutions
IN
Onsite Role involves:•Advising clients on strategic investment decisions across equities, mutual funds, debt instruments (structured products), and insurance to maximize returns and optimize risks.•Conducting in-depth market research and financial analysis to uncover high-potential investment opportunities.•Crafting personalized wealth management strategies that align with clients’ financial goals, ensuring long-term growth and stability.
EDUCATION
The Institute of Chartered Accountants of India
CA Intermediate, Commerce
Central Board of Secondary Education
High school, Business/Commerce, General
St. Xavier's University
Bachelor of Business Administration - BBA, Business Administration and Management, General
ABOUT AYUSH SHARMA
Hi, I’m Ayush! I’m a CA Finalist and a Business Management graduate from St. Xavier’s University, Kolkata. I interned at Ernst & Young as an articled assistant in the Tax domain but later found my passion in Finance. After clearing CFA Level 1 with a 90+ percentile, I’m currently working at a wealth management firm with AUM ~ ₹500 crores. I enjoy sharing small wins and stories from everyday experiences—let’s connect!
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