Mrityunjay Mishra
Investment & Wealth Analyst | Asset Allocation | CAIA | NISM IA
- Role
- Senior Wealth Advisor at The Financialist
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Mrityunjay Mishra
Master’s graduate in Banking and Finance with experience in investment analysis, portfolio construction, and alternative investments. CAIA qualified, with a strong foundation in asset allocation, fundamental and technical analysis, and risk–return evaluation. Focused on disciplined, long-term investment strategies.
Experience
Senior Wealth Advisor
Aug 2024 — Present · Mumbai, IN
Work on goal-based financial planning and portfolio structuring aligned with client risk profiles and long-term objectives- Assist in portfolio monitoring, review, and rebalancing using structured analysis.
Education
Shankar Narayan College of Arts & Commerce
Bachelor of Commerce - BCom, Accounting and Economics
Sydenham College of Commerce and Economics
Master of Commerce - Mcom, Banking and Finance
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