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
Finance & AccountingView LinkedIn profile

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

  1. Senior Wealth Advisor

    The Financialist

    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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Mrityunjay Mishra — Senior Wealth Advisor at The Financialist in Mumbai, MH, IN | Unifers