Sagar Jadhav
Investment Strategist | Driving Short-Term Returns & Long-Term Growth
- Role
- Investment Specialist at ICICI Securities
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sagar Jadhav
Finance ethusiasts with a strong interest in capital markets, financial analysis, financial literacy and creating alpha investment strategies based on overall emerging Indian markets and Global markets.Seeking opportunities to apply my skills and knowledge in dynamic and challenging environment.
Experience
Investment Specialist
Feb 2023 — Present · Mumbai, IN
Portfolio Management Support:Assist in building and managing investment portfolios (stocks, bonds, mutual funds, ETFs, etc.).Client Advising:Help clients understand investment options, risk, and performance.Market Research and Analysis:Analyze financial markets, economic data, and investment products to guide decisions.Product Specialist:Act as a subject-matter expert on certain investment products (like equity funds, alternative investments, fixed income).Client Presentations:Create reports, performance updates, and investment recommendations for client meetings.Compliance and Documentation:Ensure investments and advice comply with regulations and company policies.
Education
University of Mumbai
M.com, Accounting and Finance
Welingkar Institute of Management
Master of Business Administration - MBA, Finance
Bhavans College
B.M.S, Finance
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