Sarvesh Ashar
Wealth Analyst
- Role
- Senior Wealth Analyst at Client Associates
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sarvesh Ashar
Bringing a strategic edge to Citi\'s operations team, my role as Deputy Manager is built on a strong educational foundation from ICFAI Business School, where I mastered the intricacies of finance. At Citi, we\'ve enhanced the balance sheet review process, leveraging my skills in capital budgeting and transfer pricing, with a focus on precision and accountability.My journey began with a Bachelor\'s in Management Studies, specializing in Finance, which equipped me for the complex financial landscape. As an Operations Specialist and now as Deputy Manager, my commitment to operational excellence has been paramount, ensuring our team delivers innovative solutions to streamline processes and boost financial effectiveness.
Experience
Senior Wealth Analyst
Mar 2025 — Present · Mumbai, IN
Portfolio AnalysisAsset Allocation StrategyInvestment ResearchMutual Fund EvaluationPMS & AIF AnalysisRisk Profiling & Suitability AssessmentGoal Based Financial Planning
Education
Masters' Union
Applied finance , Accounting and Finance
J.B khot high school
Ssc
2001 — 2013
BAL Bharatis Maghanmal J Pancholia College of Commerce S V Road Kandivli W Mumbai 400 067
Bachelor of management studies (Finance) , Finance and Financial Management Services
2015 — 2018
ICFAI Business School
PGPM, FINANCE
2019 — 2021
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