Bhavini Bhutani

About Bhavini Bhutani

I currently work as an Associate in Portfolio Management Services (PMS) at Prudent Equity, where I am closely involved in investor servicing, onboarding, trade reconciliation, and coordinating with custodians, brokers, and administrators to ensure smooth portfolio operations.This role has given me direct exposure to the operational and structural side of capital markets, strengthening my understanding of how investment strategies are executed and managed beyond just theory.Alongside my professional responsibilities, I have a strong interest in understanding financial markets from a long-term perspective. I am particularly curious about market behavior, investment psychology, and the discipline required to navigate different market cycles.I believe that successful investing is not driven by constant action, but by clarity, patience, and informed decision-making.I am continuously learning, observing, and building a deeper perspective on investing and financial markets.

Experience

1. Associate, Pms

   Prudent Equity

   Jul 2024 — Present · Gurugram, IN

   Serving as the primary point of contact for clients and investors, addressing inquiries, providing timely updates, and ensuring a high level of satisfaction, while keeping them informed about portfolio performance and investment strategies-Overseeing a seamless onboarding process for new investors, ensuring accurate completion of all documentation in compliance with regulatory standards, and manage investor offboarding efficiently, including withdrawal requests and account closures, in adherence to internal policies-Conducting trade reconciliation to verify and align transactions across multiple systems and platforms, investigating and resolving discrepancies in collaboration with relevant teams and service providers-Collaborating with external service providers such as custodians, administrators, and brokers to ensure smooth operational workflows and address any arising challenges-Developing and continuously updating standard operating procedures (SOPs) for investor onboarding, trade reconciliation, fee calculations, and other key operational processes to drive efficiency and compliance.

Education

• Faith Academy

  Commerce

  2016 — 2017

• IMT CDL Ghaziabad

  Post Graduate Diploma In Management

• Guru Gobind Singh Indraprastha University

  Bachelor of Commerce - BCom honours, Business/Commerce, General

  2017 — 2020