Rushi Aher
CFA Level II Candidate | Equity Research & Wealth Management | Financial Modeling
- Role
- Finance & Wealth Management Intern at Finolace
- Location
- Nashik, MH, IN
- LinkedIn followers
- 500 followers
About Rushi Aher
I\'m a finance professional from Nashik currently pursuing CFA Level II having cleared Level I on my first attempt in August 2025. My focus is on equity research, financial valuation, and wealth management. I enjoy digging into company fundamentals, building financial models, and translating numbers into investment decisions. What I\'ve done so far: Interning at Motilal Oswal Financial Services (via Prachi Investment) equity screening, stock analysis, client portfolio work, and MF advisoryBuilt a full DCF + Relative Valuation model for ITC Ltd. from scratchCompleted a real estate investment analysis model with multi-scenario IRR and sensitivity tablesNISM Series VA certified (MF Distributor) What I\'m looking for: Roles in equity research, investment advisory, or wealth management based in Mumbai or Pune, or remote. I\'m also open to freelance projects in financial modeling, investment research, or stock analysis. If you\'re building a research team, managing HNI portfolios, or need a sharp analyst who can hit the ground running let\'s connect. r••••••••@gmail.com
Experience
Finance & Wealth Management Intern
Apr 2026 — Present · Nashik, IN
Gaining hands on exposure to mutual fund operations, client portfolio analysis and investment advisory at a SEBI registered wealth management firm. Applying my CFA Level II candidacy and NISM VA certification in a practical, client facing environment.
Education
Savitribai Phule Pune University
Bachelor of Commerce - BCom, Finance, Investment Analysis, or Capital Markets
2025
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