Sagar K.
CFA Aspirant | Wealth Manager | Tax Consultant | Financial Advisor | Research Analyst
- Role
- Wealth Manager at IDFC FIRST Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sagar K.
Hello Folks,My name is Sagar Kothavade and I am into financial markets and financial advisory services with more than 6 years of experience. I have managed overall 200 crores of Asset Under Management (AUM) and Clients over the span of time.My expertise and skill sets are Financial and Tax planning, Advisory into Mutual Funds, Equity, Insurance, PMS,AIF Etc.Currently I am working with the IDFC FIRST BANK as a private banker in wealth management segment.However, i want to pivot my career into core finance and now keen to advance my career in investment banking or as a analyst. I am Trying to study and obtain finance-related information from open forums & free sites. I\'m also intending to take a financial modeling certification course. Thank you in advance for any connections, advice, or opportunities you can offer.#OpenToWork
Experience
Wealth Manager
Jul 2024 — Present · Mumbai, IN
Education
S K Somaiya Vidyavihars College of Arts Science & Commerce Vidyavihar Mumbai 400 077
Bachelor's degree, Financial Markets
2017 — 2020
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