Mandar Bagul
CFA, Principal Officer Portfolio Management Service
- Role
- Wealth Managers (India) Pvt Ltd at Wealth Managers India Pvt Ltd
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Managers (India) Pvt Ltd
Present
Education
Savitribai Phule Pune University
BCom, Commerce
1999 — 2001
Institute of Chartered Accountants of India
Chartered Accountant, Accountancy, Audit, Taxation
1999 — 2002
CFA Institute USA
CFA
2006 — 2011
Modern School
10
1986 — 1996
Skills
- Financial Analysis
- Relationship Management
- Portfolio Management
- Investment Advisory
- Equities
- Equity Research
- Capital Markets
- Banking
- Mutual Funds
- Team Management
- Strategic Financial Planning
- Wealth Management
- Investments
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