Parth Ajmera
PGPM\'27 - IBS Mumbai | 525K+ Impressions | Equity Market | NISM Certified Research Analyst | AMFI-Certified Mutual Fund Distributor | Lifelong Learner
- Role
- Sub Broker at Billionaire Mindset
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Parth Ajmera
I am, Passionate about equity markets, mutual funds, and financial research, I help…
Experience
Sub Broker
Jan 2024 — Present · Mumbai, IN
Mutual Fund Distributor | Nirmal BangAs a Mutual Fund Distributor at Nirmal Bang, I have successfully built and managed an AUM of over ₹7.5 crore within just 14 months. I also oversee in active SIPs, helping clients grow their wealth through disciplined, long-term investing.I specialize in curating personalized mutual fund portfolios based on clients’ financial goals, risk tolerance, and investment horizons. My approach focuses on simplifying investment decisions, providing market insights, and ensuring clients make informed choices.Key Responsibilities: • Portfolio allocation and diversification • Tax-efficient investment strategies (ELSS, etc.) • Regular client interactions and portfolio reviews • Performance tracking and market analysisBy aligning investment strategies with market trends, I aim to deliver high-quality financial solutions that support both short-term and long-term wealth creation.
Education
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Junior College, Business/Commerce, General
National Institute of Securities Markets (NISM)
Mutual fund distributor
Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
Bachelor of Commerce - BCom, Business/Commerce, General
2019 — 2021
ICFAI Business School
Master of Business Administration - MBA
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