Himanish Gulati

Analyst-Client Relations-Wealth Management @ Avendus | CFA Level 3 Candidate

Role
Analyst-client Relations-wealth Management at Avendus
Location
Delhi, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Himanish Gulati

With a dynamic blend of CFA certifications and a strong foundation in finance from Delhi College of Arts and Commerce, my role as an Analyst in Client Relations at Avendus capitalizes on wealth Managment and personal finance expertise. Since April 2024, I\'ve been leveraging these skills to enhance wealth management services. Previously, as a Portfolio & Treasury Executive at SandMartin, and a Valuation Analyst at Asur Advisors, I honed my financial modeling acumen and gained hands-on experience with platforms like S&P Capital IQ and IBIS. My competencies not only include analytical prowess but also a commitment to delivering quality-driven results in project and team management.

Experience

  1. Analyst-client Relations-wealth Management

    Avendus

    Apr 2024 — Present · Delhi, IN

Education

  • Springdales School Dhaula Kuan

    12th

    2015 — 2016

  • Spingdales School Dhaula Kuan

    10th

    2013 — 2014

  • Delhi College Of Arts and Commerce

    Bachelor of Commerce

    2016 — 2019

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Himanish Gulati — Analyst-client Relations-wealth Management at Avendus in Delhi, IN | Unifers