Ashi Atre
|| Chartered Accountant || CFA L1 || Investment Professional || Venture Debt || Growth Capital || Credit and Risk Evaluation || Impact Investing ||
- Role
- Analyst - Investments at Trifecta Capital
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Ashi Atre
I am a Chartered Accountant and a dedicated individual who likes to explore different avenues and take up challenges. At Trifecta Capital, I am a part of the venture debt team and collaborate with innovative businesses across various sectors, providing structured debt solutions to high-growth companies and delivering tailored financial strategies that complement equity financing. I have had an experience in impact investing, credit, risk management, and portfolio analysis while working at Caspian Impact Investments where I specialized in integrating financial returns with positive social and environmental outcomes.With a background in managing diverse portfolios exceeding INR 500 crore, I am passionate about leveraging finance as a tool for sustainable development and community empowerment. I thrive on building strategic partnerships and implementing robust risk management strategies that align with both financial objectives and societal impact.Seeking new opportunities to contribute my expertise in finance, impact investing, and investment management. Let\'s connect to explore how we can collaborate for positive changePreviously, I worked as an Articled Assistant in the field of Statutory Audit and Direct and Indirect Taxation. I have had an experience of various industries namely Gems and Jewellery Industry, Real Estate Industry, Events Industry, Textile Industry, FMCG Industry, Hotel Industry, Diagnostics Industry, Iron Manufacturing Industry, Entertainment Industry, Education Industry as well as Share Audits.I also enjoy writing and orating, singing and designing.
Experience
Analyst - Investments
Oct 2024 — Present · Mumbai, IN
Education
Delhi Public School - India
Secondary School Certificate , Accounting and Finance
The Institute of Chartered Accountants of India
Chartered Accountant, Accounting and Finance
Vidya Mandir Senior Secondary School
Secondary School
CFA Institute
CFA L1
University of Rajasthan
Bachelor of Commerce - BCom
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