Nikita Bobhate
Senior Financial Analyst (BA + QA), Alpheya | Client Reporting Specialist | Excel based Models & Power Bi | Ex- PwC and Moody’s | CFA level 1 passed | WSB - PGDM finance | Emotional and Mental Well being Activist
- Role
- Senior Financial Analyst at Alpheya
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Nikita Bobhate
Specialist in-advanced wealth client reporting and providing customised solutions. Designing user friendly financial models with deep understanding of asset allocation as per clients risk tolerance. Experienced in product basis due diligence for Private Credit, Alternative and Reals Estate fund managers by leveraging available information and focusing potential gaps for further analysis. Pursue extensive knowledge of operation of wealth management industry and motivated to work for Private Client as well as Family Offices.
Experience
Senior Financial Analyst
Dec 2025 — Present · Bengaluru, IN
Understand the clients portfolio allocation and target best investments as per the complied mandates and modify the investing platform for them by assisting developers. Provide high end research and insight related to new investment solutions and fulfill the clients requested demanded.
Education
Woxsen University
Master of Business Administration (MBA)
2016 — 2018
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